Gold and Fed Policy: When the System Picks Winners

The Fed chair told Congress today that rate policy gave one generation a once-in-a-lifetime shot at homeownership and priced the next one out. That admission — made under oath — is the clearest official statement yet of what sound money holders have long understood: the dollar system picks winners and losers based on timing. Gold doesn’t.

Is the Silver Rally Over? Tavi Costa Breaks Down the Selloff

Silver dropped more than 4% after Kevin Warsh’s first Fed press conference. Macro strategist Tavi Costa of Azoria Capital walks through the market signals, the dollar risk, and why the structural case for silver is unchanged.

Five Signals That Say Gold’s Correction Is a Reset, Not a Reversal

Gold is down 22% from its January high. But five signals published this week — a record central bank survey, a major bank holding its $4,900 target, and independent research confirming the structural drivers are undamaged — say the correction was positioning, not a thesis break.

Gold at $4,454 Says the Fed Is Trapped. Here’s Why.

Friday’s jobs report doesn’t just move gold for 48 hours. This time it sets the stage for Kevin Warsh’s first FOMC meeting, a divided committee, and 3.8 percent inflation the Fed can’t cut through. Three scenarios. One structural trap. Here’s the framework before the number drops.

The Real Reason Gold Is Down During an Oil War 

Gold is down 10% since the Iran War began — while oil is up nearly 60%. If gold is an inflation hedge, why is it falling during an inflation shock? The answer comes down to one distinction most investors miss: paper gold and physical gold are not the same thing, and they don’t respond to the same forces.

Gold and Silver Prices Today: Metals Slide as Central Banks Hold Firm 

Gold and silver prices are down sharply after major central banks signaled a higher-for-longer rate stance. With the dollar rising and yields climbing, metals are in a classic macro squeeze. Here’s what’s driving the move and what investors should monitor.