Hormuz Blockade Sent Gold Down 2%. Here’s Why That’s Bullish

The Hormuz blockade sent gold down 2% as oil surged past $100. But margin liquidation — not fundamentals — drove the drop. With CPI at 3.3%, central banks buying, and the petrodollar requiring a navy to defend, the structural case for gold just got stronger.

Hot PCE, Stalling Growth, and an Oil Crisis That Isn’t Over 

PCE inflation came in at 2.8% year-over-year in February — above the 2.6% forecast and unchanged from January. Combined with near-stalled Q4 GDP growth and an unresolved energy crisis, today’s data paints a complicated picture for the Fed and a familiar one for gold.

Is the US Government Insolvent? The Numbers Don’t Lie 

The Treasury’s own books show the US government is insolvent. Gold is selling off during a war. Oil markets are whipsawing on Hormuz uncertainty. Russia is liquidating reserves. Here’s what it all means.

 The Gold Strategy That Nearly Doubles Traditional Portfolios

For decades, financial advisors have preached the same gospel: allocate 60% of your portfolio to stocks and 40% to bonds. It’s been the cornerstone of “responsible” investing, the safe harbor endorsed by nearly every major financial institution.  Now, in a striking reversal, Goldman Sachs — one of Wall Street’s most influential voices — has released research that challenges this longstanding doctrine. Their findings? Adding gold to your portfolio doesn’t just improve returns slightly.   It nearly doubles them.  The Data that Debunks 60/40  In the latest episode of the GoldSilver Show, Mike Maloney and Alan Hibbard dissect Goldman’s groundbreaking research […]