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.

Warsh Testified. Gold Jumped $90. The Signal Everybody Missed Was in His Report.

Gold jumped $90 this morning after June CPI printed its biggest monthly drop since April 2020. But the more important signal came from a 57-page document almost nobody read — and it has direct implications for long-term gold holders.

Why the 10-5-3 Rule Fails Gold and Silver Investors

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The 10-5-3 rule helps investors set return expectations for stocks, bonds, and cash. But gold and silver aren’t paper assets — and measuring them with a framework built for yield and earnings leads to the wrong conclusions every time. Here’s what precious metals investors use instead.

Gold Jumped $90 This Morning. June CPI Just Explained Why.

Gold jumped $90 and silver rose 3% after June CPI printed −0.4% — its largest monthly drop since April 2020. Here’s the real-yield mechanism behind the move, and why the headline relief is already reversing.

Trump’s Hormuz Toll Is an Inflation Tax. Here’s Why Gold Fell.

Trump’s 20% Hormuz toll sent oil higher and gold to $4,005. Here’s the exact four-step mechanism connecting a shipping levy to a falling gold price — and why the same inflation it creates is the long-term case for owning physical metal.

The Fed Just Named AI as Its Top Inflation Threat. Gold Noticed.

NY Fed President John Williams says AI-driven demand is now his biggest inflation concern — and that the Fed would “need to respond” if it persists. Here’s why that’s a gold story, not just a tech story, and what to watch before July 14.

China Just Bought Its Most Gold Since 2023. It Did It During the Quarter Gold Fell 16%.

The People’s Bank of China added 14.93 tonnes of gold in June 2026, its largest single-month purchase since 2023 and its 20th consecutive month of buying. It happened during gold’s worst quarterly decline in thirteen years. Here is why the world’s most sophisticated reserve managers keep buying regardless of what the price does.

How the Jobs Report Moves Gold and Silver: The Five-Step Chain Behind Every Move

When the U.S. jobs report misses expectations, gold and silver prices typically rise. When payrolls beat, they fall. The relationship runs through a specific five-step chain — and once you understand it, the monthly reaction stops being a mystery.

Who Wrote the Federal Reserve Act? Wall Street Did.

In 1913, Congress passed a law to control the banks. The men who drafted it were bankers. The dollar has lost more than 96% of its purchasing power since. That outcome wasn’t accidental — it was architectural.

What Is Financial Repression? The Four-Move Government Debt Playbook, Explained.

What is financial repression? It is one of four moves governments make when debt becomes unmanageable. As of mid-2026, it is the one already running. GoldSilver’s Maggie Lake and David Morgan of The Morgan Report explain the full playbook, the gold revaluation math, and why physical metal sits outside all four.