Precious metals news

This is a must-watch STRATEGIC REPORT on the Real Geopolitics Behind the Russian-Ukraine War and how this will impact the ongoing Energy Cliff dynamics.  While the western press claims that Russian instigated an "Unprovoked" military action against Ukraine, there is more to the story...

This analysis focuses on gold and silver delivery volume on the Comex. See the article What is the Comex for more detail.
There have been some major adjustments to headline data numbers so far in February from the BLS, the Fed, and now the Comex. First, the jobs report had its first round of Covid seasonal adjustments, which resulted in hundreds of thousands of jobs being reshuffled to more recent months. This helps show strength in a weak labor market. Then, crashing money supply was seasonally adjusted upwards by +$450B. This helps signal to the markets that money is still accommodative.

The markets gave investors whiplash this week as Russian forces entered Ukraine. Why did stocks first plunge, then rally so violently on the news? And what impact is this war likely to have on the markets from here?

Please note: the COTs report was published 2/25/2022 for the period ending 2/22/2022. “Managed Money” and “Hedge Funds” are used interchangeably.
The previous Commitment of Traders analysis showed how much influence Managed Money has over the short-term price movement of gold and silver. The table below summarizes this influence by comparing the Managed Money Net Positioning with “Other”, the next largest category. Swap is not considered because it typically sits opposite the other two.

The Coming M&A Boom! Includes the Production Dilemma, Hints From the Last M&A Cycle, M&A Already Heating Up, Why It’s a Prime Time to Focus on M&A, How to Identify Takeover Candidates, & My M&A Target List.

Total global silver demand is expected to reach an all-time high of 1.112 billion ounces (Boz) in 2022 driven mainly by record silver industrial fabrication -- forecast to grow by 5 percent -- as silver’s use expands in both traditional and critical green technologies, according to data from the Silver Institute.

Mark Mobius touted gold, Chinese equities, and other Asian stocks as good investments during current market uncertainty.

The authors of COVID-19: The Great Reset and their most conspiratorial critics share an unfounded faith in the competence of central planners.

We can easily predict that the WEF’s call for a universal and mandated subscription plan for antibiotics – pushed with the overt intention of shoring up financial capitalization of major drug manufacturers – will meet the same fate: poor health outcomes, more power to entrenched elites, and ever less liberty for the people. 

The most reckless Fed ever is still just watching – and fueling – the consequences of 23 months of policy errors as the Inflation Monster gets bigger and bigger.

When trying to understand where a complex environment like this is headed, they say two heads are better than one. But things are so complicated today that I think we need to double that to 4 heads. We are extremely fortunate today to be joined by 4 of the most accomplished macro analysts in the world of online finance.

And this doesn’t include the inflation in prices caused by the Russian invasion of Ukraine. Yet. US Personal Consumption Expenditures (PCE) price index rose by 5.2% in January, the fastest rate since mid-1983.

Sticking to Cold War–era assumptions is a recipe for a suboptimal foreign policy that could increase the probability of the US stumbling into a disastrous war of choice. If the initial responses to Russia’s invasion of Ukraine have told us anything, it’s that DC still hasn’t learned the error of its ways.

In late December, I warned that 2022 would prove to be much more difficult than 2021 – a year when markets and economies around the world fared well overall, with growth rising above its potential after the massive recession in 2020. By the eve of the new year, it had become apparent that the surge of inflation would not be merely temporary

The U.S. would largely have itself to blame.

Ukrainian citizens flooded the country's ATMs on Thursday in an attempt to withdraw their money as the military conflict with Russia intensified. Russians have also been queuing at the banks.

Noticeably missing from President Biden’s press conference yesterday on expanded sanctions against Russia for its invasion of Ukraine was any mention of how the U.S. and its allies were going to deal with the big foreign global banks that conduct banking business for thousands of Russian corporations and millions of...

Stock market crash wiped out $39 billion in collective net worth of Russia’s wealthiest individuals in just 24 hours

While it seemed like a long shot from the beginning, the prospect of talks between Russia and Ukraine was cast into doubt as the Kremlin said Ukraine had stopped responding after rejecting Moscow’s initial offer of a meeting in Minsk, the capital of Belarus.

Rogoff insisted the "biggest risk" Americans could face is a "cyber war" waged by Russia in retaliation for the massive sanctions imposed on the country.