1980’s Misery Index Hit 22. Here’s Where We Actually Stand Today.

The 1970s misery index peaked at 22. Today’s number is a fraction of that, but the fight brewing at the Fed says the comparison isn’t over yet.
The Iran War Just Got Worse. Gold Barely Noticed.

Gold and silver crashed when the U.S.-Iran conflict escalated Tuesday, then barely moved when it got worse Wednesday. The real driver isn’t the war — it’s Fed rate-hike odds, already elevated before the strikes began, and what they mean for holding non-yielding metals.
Gold Isn’t Falling on a Hawkish Fed. Here’s Why.

Gold isn’t falling on a hawkish Fed because the market itself is split — CME, Kalshi, and Polymarket don’t agree on September’s rate hike odds.
Gold and Silver Sink as Warsh Cites AI Boom to Justify More Fed Tightening

A Fed chair just used the AI capital-spending boom as evidence for more inflation-fighting. Here’s the yield-curve mechanism most coverage is missing.
Five Things Moved Gold and Silver This Week. Only One Was Kevin Warsh.

Gold and silver fell as Kevin Warsh’s Jackson Hole speech landed today. Four other stories moved gold and silver markets this week for entirely different reasons.
Gold Fell 9% the Last Time Warsh Spoke. He’s Back Tomorrow.

Gold fell roughly 9% the last time Kevin Warsh spoke as Fed chair. He delivers his first Jackson Hole keynote tomorrow, and the market isn’t taking chances.
Gold and Silver Pulled Back Today. The Treasury’s Plumbing Explains Why.

Five things moved in gold and silver today: the price action, the ratio, a new Treasury financing detail, the dollar, and this week’s remaining catalysts. All five trace back to one mechanism, not five separate stories.
A Stablecoin Issuer Bought More Gold Last Year Than Any Central Bank

The Fed’s flagship conference is about payment rails this year, not the level of rates. ECB data explains why that is a gold story, and why the most striking buyer of 2025 was not a central bank at all.
Two Investors Ran the Debt Math Separately. Both Landed on 15% Gold.

Ray Dalio’s August 21 post cited an $11 trillion debt-service figure behind his call to hold 10-15% of a portfolio in gold. Days later, gold-app CEO David McAlvany independently reached a strikingly similar conclusion — and neither man sizes bitcoin anywhere close to gold.
Gold Nears $4,700, Silver Holds Above $69. Why Is Everyone Waiting on One Friday Speech?

Gold pushed past $4,600 and silver held near $69 as Treasury yields and the dollar fell into Friday’s Warsh Jackson Hole speech. Here’s the mechanism connecting five threads — and what a hawkish, dovish, or neutral surprise could mean for both metals.
