Tariff Refunds, Dollar Weakness, the AI Bust: Gold’s Case 

Gold and silver market update — April 21, 2026  In this update: Five stories made headlines this week that have nothing obvious to do with gold — tariff refunds, Apple’s leadership change, a weakening dollar, Canada’s political shift, and an AI productivity bust. Together, they are gold structural tailwinds. Here’s what each one means. Who’s Actually Getting the $166 Billion in Tariff Refunds?  Not you. The US government opened a refund portal this week for $166 billion in tariff money — duties the Supreme Court struck down as unconstitutional in February. Over 56,000 importers have now registered, claiming $127 billion in Phase 1 alone. However, the refunds […]

Gold’s Worst Week in 46 Years: Should You Be Worried?

Gold just recorded its worst week in 46 years, dropping over 10% in a single week and 17% in three. But history shows these rare selloffs don’t end bull markets—they often precede the next leg higher. Here’s what’s really driving the decline and what investors should do next.