News

IEA Slashes Oil Demand Growth Forecast For 2026 By Tsvetana Paraskova of OilPrice, Global oil demand is expected to rise by 850,000 barrels per day this year, the International Energy Agency (IEA) said on Thursday as it cut its growth estimate from 930,000 bpd expected last month.   All the 850,000 bpd growth this year is poised to come from developing economies, with China leading the additional demand, the agency said in its closely-watched Oil Market Report for February.    Petrochemical feedstock products are set to account for more than half of this year’s gains, […]

Homan Says Minnesota Immigration "Surge Operation" Is Over White House border czar Tom Homan said on Thursday that the Trump administration has made significant progress in Minnesota and will therefore end the immigration enforcement surge in the state. ICE agents stand at the scene where ICE agents fatally shoot a woman earlier in the day in Minneapolis, Minnesota, United States, on January 7, 2026. "I have proposed, and President Trump has concurred, that this surge operation conclude. A significant drawdown has already been underway this week and will continue into the next […]

Logistics Stocks Crater As "AI Scare Trade" Crushes Sector, Slams Broader Market FIrst it was SaaS (in particular, and Software in general), then Private Credit, then Insurance Brokers, then it was financials/brokers that were hammered on Tuesday, then real estate service stocks tumbled yesterday, and today it is the turn of Logistics stocks to plunge as investors followed the bouncing AI disruption ball and freaked out over the sector’s vulnerability to the newest crop of artificial intelligence applications and tools that can disrupt countless industries. As the brutal "AI […]

"A Good Way To Destroy Your Country": Rogan Blasts Democrats' Open Border Insanity Authored by Steve Watson via Modernity.news, Joe Rogan has zeroed in on the Democrats’ border fiasco, calling it a direct path to America’s downfall by inviting criminals and chaos across the line. The podcast powerhouse argues that while the U.S. was built by immigrants, unchecked entry under Democratic policies is flooding the nation with murderers and cartel thugs, all in an effort to populate cities with voters loyal to the left—pure political gamesmanship at the expense of public […]

The Men And Women In The High Castle By Michael Every of Rabobank US payrolls stronger, US yields up, stocks flat as anything hit by AI was too, oil sideways, and USD/JPY at 153 vs 159 a few days ago. Fed-speak was all over the place. Schmid said restrictive rates are needed to cool inflation. Miran said there’s still a variety of reasons to cut rates. Hammack said the labor market is finding a healthy balance and rates should stay on hold. And as they all speak, 2026’s book of changes unfolds. Von der Leyen clashed with France and Germany over the EU’s core climate law, […]

Markets brace for U.S. CPI data as gold reacts to strong jobs numbers, credit card debt hits a record $1.28 trillion, copper extends its rally, and new coal policy reshapes the energy outlook. Here’s what it means for inflation, rates, and metals.

House-Passed Voter ID SAVE Act Set To Die In Senate; DHS Shutdown Looms On Wednesday, the House of Representatives passed the SAVE America Act by a margin of 218-213. The bill would require proof of citizenship to register to vote as well as photo ID to vote in federal elections. One Democrat, Rep. Henry Cuellar of Texas, joined Republicans in voting for it, while one R and one D did not vote.  Sen. Mike Lee, R-Utah, is leading the push in the Senate to pass voter ID legislation and is pitching multiple paths that Republicans could take to do it.  (Bill Clark/CQ-Roll Call, Inc […]

US Existing Home Sales Collapsed In January After managing a 1.4% YoY rise in 2025 (dramatically down from the 9.7% YoY rise in 2024, and 33% YoY collapse in 2023), US existing home sales were expected to drop 4.6% MoM in January (following December's outsized 5.1% MoM surge), despite a tumble in mortgage rates. The analysts were correct on the direction but wrong on the scale as existing home sales plunged 8.4% MoM in January from a downwardly revised +4.4% MoM in December. That is the biggest MoM drop since February 2022... Source: Bloomberg While some suggested this could […]

Ahead Of EU Competitiveness Summit: Macron Pushes Eurobonds Submitted By Thomas Kolbe  As the 27 EU heads of government convene with EU Commission President Ursula von der Leyen on Thursday, the stakes are high from a fiscal perspective. A decisive item on the agenda at Belgium’s Alden Biesen Castle is the so-called Draghi Plan. The question hovering above it all is as simple as it is explosive: How can the obvious productivity and growth weakness of the Eurozone economy be overcome? For years, economic dynamism has lagged behind other major economies, with structural […]

"Modern Money Only Works By Cheating": If You're Long Bitcoin (Or Not Long Bitcoin), Read This... Tl;dr: Bitcoin exists not to replace fiat money but as a provocative "hard object" in an elastic monetary world. Modern fiat succeeds by cheating - deferring pain, socializing losses, and bending rules to absorb crises (Weimar rigidity led to hyperinflation; 1929 rigidity was abandoned for elasticity in the 1930s; 2008 and COVID responses bent rules to survive). Fiat buys time during trauma but creates ratcheting inflation that disproportionately burdens the asset-poor, while […]

Is another gold and silver takedown about to happen? Plus $369 oil and booming commodities.

CME Explores First-Ever Rare Earth Futures Contracts CME Group is drawing up plans for what could become the first-ever futures contract tied to rare earths, according to three people familiar with the matter, offering governments, companies and lenders a potential tool to manage exposure to a market long dominated by China, according to Reuters. The proposed contract would track neodymium and praseodymium (NdPr), typically traded together and used to produce permanent magnets found in electric vehicle motors, wind turbines, drones and fighter jets. While discussions are […]

NYC Mayor Urges State Lawmakers To Pass Tax Hikes On The Wealthy, Corporations Authored by Kimberly Hayek via The Epoch Times, New York City Mayor Zohran Mamdani called on state lawmakers Wednesday to approve a 2 percent personal income tax increase on the city’s wealthiest residents as well as a hike in the corporate tax rate in a bid to close a multibillion-dollar budget gap. The mayor testified in a New York State Senate 2026 budget hearing about how the city’s projected deficit had decreased from $12 billion to $7 billion. He attributed the improvement to “assuming […]

Initial Jobless Claims Refuse To Signal Labor Market Stress Following the impressive payrolls data (revisions aside), the number of Americans filing for jobless benefits for the first time fell to 227k last week (down from 232k - which was a notable jump)... Pennsylvania and Missouri saw the biggest declines in initial claims while Texas and Virginia saw the largest rise... Which is odd because the week before, Pennsylvania saw the largest increase in jobless claims...? Continuing jobless claims ticked up from their lowest since May 2024... Finally, WTF is going on in […]

US Futures Rise As European, Asian All Time Highs Spill Over Futures are higher but there continues to be tangible angst below the surface as traders are aggressively shorting potential AI losers, while US stocks continue to fall behind the rest of the world. “It’s a paradox in that markets are holding, breaking records, yet investors remain cautious,” says Vontobel’s head of equities Jean-Louis Nakamura. As of 8:00am ET, S&P and Nasdaq futures are up 0.3%, with premarket strength in Mag7, Semis and Cyclicals while Energy and Materials underperform. It’s unclear […]

UBS Identifies When Humanoid Robots Will Invade Factory Floors Humanoid robots are getting their "brains" this year, enabling them to walk factory floors and warehouses and complete repeatable tasks previously handled by humans. We've assessed that the greater risk is dual use: these bots are likely to move beyond industrial settings to modern battlefields. We lean on UBS analysts led by Phyllis Wang for added color on the global humanoid robotics landscape, and the core takeaway is that global shipments are about to ramp up, setting the stage for materially higher penetration […]

The Value Rotation Illusion Authored by Michael Lebowitz via RealInvestmentAdvice.com, “Value is back in vogue”, the media claim. Investors are rushing out of the high-flying mega-cap tech stocks and into the boring staples, utilities, and healthcare stocks. Given the huge outperformance of value stocks versus growth stocks, it appears investors are going all in on the value rotation.  What some of these investors don’t know is that they are not necessarily buying value but could, in fact, be selling it. Before turning your investment perspective upside down, let’s […]

FTC Chair Warns Apple News' Left-Wing Curation May Violate Consumer Protection Laws Federal Trade Commission Chair Andrew Ferguson sent a letter to Apple CEO Tim Cook warning that Apple News may be violating consumer protection laws by suppressing right-leaning media outlets on its online news platform. Ferguson's letter to Cook came one day after a New York Post report cited the Media Research Center, a conservative watchdog group, which analyzed 620 stories featured on Apple News and found that not one was published by right-leaning publications. NYPost's report was […]

EU Seeks To Close Russia Crypto Loopholes In New Sanctions Authored by Helen Partz via CoinTelegraph.com, The European Union is finalizing a new package of sanctions aimed at closing loopholes that officials say have allowed Russia to use cryptocurrency to circumvent existing restrictions. The EU is seeking to “ban all cryptocurrency transactions with Russia” as part of the upcoming 20th sanctions package, the Financial Times reported on Tuesday. Unlike previous efforts targeting Russia-linked entities spun out of already sanctioned platforms, the newly proposed […]

These Are The Countries That Earn The Most From Tourism Each year, the global tourism economy generates trillions in revenue as travelers explore new destinations and revisit old favorites. According to UN Tourism data, international tourist receipts reached a total of $1.74 trillion in 2024, which is up 14% from pre-pandemic levels in 2019. Visual Capitalist creator Iswardi Ishak mapped the countries that benefit most from this spending, revealing which economies gain the most from foreign visitors. Unsurprisingly, the U.S. leads by a wide margin, earning $215 billion […]

Welcome To The 'EUSSR': Unpopular European Regimes Grasping For Power Crack Down On Dissent Authored by Robert Williams via The Gatestone Institute, Governing elites in Europe, in what increasingly appears to be the EUSSR (European Union of Soviet Socialist Republics) race to the bottom, have been growing ever more unpopular. Disapproval ratings are skyrocketing. In France, 77% of the public disapprove of President Emmanuel Macron. In Britain, 68% disapprove of Prime Minister Keir Starmer. In Germany, 64% disapprove of Chancellor Friedrich Merz, and in Spain, 61% have had […]

"Winner Takes All": UBS Speaks With Swiss Watch Industry Insider On "Stabilizing Market" The Bloomberg Subdial Watch Index, which tracks secondary-market prices for the 50 most-traded watches by value, has been ticking higher for about a year, rebounding from a multi-year slump that followed the Covid-era luxury watch mania fueled by cheap interest rates and easy money. Our last note on the secondary watch market was about a month ago, covering the rebound in prices from a 2025 low (read here) and the shifting tastes of Gen Z collectors (or at least the ones with money). To […]

'No More Asylum Tourism': Right-Wing Victory As Brussels Votes To Ease Migrant Transfer To 'Safe Third Countries' Via Remix News, The European Parliament has approved new regulations to tighten EU migration and asylum policy, including the “safe third country” concept, with 396 MEPs in favor of the changes and 226 against. The rules will allow EU member states to deem asylum applications inadmissible if the applicant transited through a country deemed “safe” where they could have sought protection. They also facilitate the transfer of asylum seekers to third […]

Meet The Meta Supplier Behind Ray-Ban Smart Glasses For some time, we've been on the right side of this call: Meta's smart glasses are the clear winner versus Apple Vision Pro for one simple reason: they're built for daily life. The value proposition is obvious too. They're priced only a notch above high-end Ray-Bans, yet drastically cheaper than the goofy-looking $3,500 Vision Pro headset. Let's take a step back to December 2024: Meta Smart Ray-Ban Glasses Big Winner? Goldman Finds App Downloads Hit 200% YoY One of our focuses has been Meta's smart glasses supply chain. That […]

Erik Prince, Israeli Advisers Operated With Congolese Special Forces Via The Libertarian Institute American mercenary Erik Price and Israeli soldiers operated with Congolese special forces battalions. Congo has been fighting against multiple rebel groups.  According to Reuters, the Israeli advisors' role is limited to training, and Erik Prince is providing drone support. The outlet reports that the assistance helped Congo take a city back from two rebel groups, the Congo River Alliance (AFC) and the March 23 Movement (M23). Reuters: Erik Prince, founder of Blackwater, attends […]

Japan Restarts World's Largest Nuclear Plant, 15 Years After Fukushima Shutdown Japan resumed operations at the world’s largest nuclear power plant this week, marking a key development in the country’s return to nuclear energy almost 15 years after the Fukushima disaster. The reactor is located at the Kashiwazaki-Kariwa Nuclear Power Plant, in Japan’s Niigata Prefecture. It is the world’s first nuclear power plant to use an advanced boiling water reactor. Panoramic view of units 5-7 of the Kashiwazaki-Kariwa nuclear power plant. Kashiwazaki-Kariwa’s total […]

German MPs Shoot-Down Idea Of Paying WWII Reparations To Poland With Weapons Via Remix News, German politicians stress cooperation in the wake of the suggestion that Germany finance Polish armaments as reparations for World War II. Wolfgang Ischinger, chairman of the Munich Security Conference, had proposed that Germany provide Poland with military equipment, emphasizing that “Poland is a frontline state.” Poland has been vocal in its demand for what it says amounts to €1.3 trillion in World War II reparations Germany must pay for the crimes, deaths, and massive […]

Today one of the greats warned that the NASDAQ is about to crash.

Is a COMEX Silver Default in March really looming? With 400 million ounces of open interest and only 100 million ounces registered, headlines suggest a breaking point. But the math behind the panic misunderstands how futures delivery actually works. Here’s what investors need to know about open interest, delivery mechanics,...

The January jobs report showed stronger hiring, but sharp downward revisions reveal slowing momentum beneath the surface. As markets reassess rate-cut expectations, gold prices remain steady despite mixed economic signals.

With many pundits calling the end of the gold bull market, one of the greats in the business says people are being deceived because the gold bull market is not finished and is headed higher in 2026.

Are gold and silver taxed differently? Many investors assume so — but the IRS treats them the same. Learn how gold and silver are taxed, what the collectibles classification means, how state sales taxes differ, and how IRAs can change the tax picture.

Michael Oliver, the man who is well known for his deadly accurate forecasts on stocks, bonds, and major markets, sent King World News a note warning investors that the gold bull market is nowhere near its final climax.

Daily News Nuggets | Today’s top stories for gold and silver investors  February 10th, 2026 | Brandon Sauerwein, Editor  Safe Haven Demand Powers Precious Metals Rally  Gold has climbed back above $5,000 an ounce, extending an extraordinary rally that has pushed prices to record levels. The move follows a highly volatile stretch that included the metal’s largest weekly sell-off in decades,...

It appears that the super wealthy still don't own gold even as miners near blastoff.  Astonishing!

What is happening behind the scenes in the gold market is quite unbelievable as paper players scramble to stay alive.

It appears the global elite orchestrated a shadow bailout to survive the $5,600 gold peak.

Gold remains steady above $5,000 as the dollar weakens and investors position defensively ahead of crucial inflation and jobs data. Hedge funds are shorting U.S. stocks at record levels while China marks its 15th consecutive month of gold purchases—signaling a strategic shift in how markets view risk.

Today legendary investor Rob Arnott, who oversees $160 billion, spoke about how the silver/oil ratio reached insane levels.

Liquidity isn't just about whether you can sell—it's about how fast, how cleanly, and at what cost. Gold and silver both trade globally, but they don't behave the same way when markets are stressed or timing matters. Gold maintains tight spreads and deep buyer networks even under pressure, while silver's...

On the heels of the crash in the silver market it appears that Open Interest in gold and silver have both hit historic lows!

Here is where the silver market stands after the crash.

Silver’s violent swings and rising margin requirements are rippling through precious metals markets. Asian gold demand is cooling short term, but analysts remain bullish on gold’s long-term outlook amid rising global risks.

Silver’s violent price swings aren’t anomalies or conspiracies — they’re structural. This breakdown explains why silver is so volatile, from thin investable markets and rigid supply to leverage, futures trading, and feedback loops that amplify every move.

Most investors compare gold and silver by watching price charts—but that's a mistake. The real differences don't show up on a screen; they show up after you own them. Gold concentrates massive value into a small, portable form. Silver spreads that same value across weight, volume, and bulk. Understanding gold...

Markets are shifting into risk-off mode. Silver and crypto slide as leverage unwinds, layoffs surge, and uncertainty grows. Gold’s relative stability highlights its role when investors prioritize resilience over speculation.

Daily News Nuggets | Today’s top stories for gold and silver investors  February 4th, 2026 | Brandon Sauerwein, Editor  Gold Over $5,000, Silver Surges After Deep Sell-Off  Gold futures reclaimed the $5,000/oz mark Wednesday, rebounding after last week’s historic plunge. Prices rose about 3% to roughly $5,070/oz, while silver surged 8–10% toward the $90/oz level. The bounce followed one of the sharpest precious-metals sell-offs in...

Silver’s wild price swings aren’t a sign the market is broken. They’re a hallmark of how silver reprices during major shifts. Understanding silver price volatility can help investors avoid panic and stay positioned for what comes next.

Gold climbed 6.2% and silver surged 10% Tuesday as precious metals rebounded from their worst selloff in decades. Mining stocks rallied alongside the comeback. Meanwhile, Trump unveiled a $12 billion mineral reserve to counter China and slashed India tariffs to 18%—though key details remain missing.

If you’ve ever wondered why physical silver trades above the spot price, the answer lies in how silver is priced. This article breaks down silver price components—spot, premiums, and dealer markup—and explains why bid/ask spreads widen during periods of high prices, tight credit, and refining bottlenecks.

Gold fell nearly $1,000 from record highs while silver crashed 31% in the worst precious metals rout in decades. Chinese speculators fueled the rally — then sparked the collapse. Yet JP Morgan raised its target to $6,300 and Singapore buyers lined up for more.

Silver price forecasts revisited reveal how quickly Wall Street projections fell behind reality. As silver surged past $100, fundamentals—not bank targets—told the real story.

Gold tumbled 7% Friday as Trump nominated Kevin Warsh to replace Jerome Powell at the Fed. Despite the pullback, gold is up 15% in January—its best month since 1999. Wall Street now sees $8,000+ gold by decade's end, while Asian buyers pay record premiums.

Mike Maloney is stepping back from regular GoldSilver videos to focus on his health—but the mission continues. In a candid conversation with Alan Hibbard, Mike reflects on his work, the community he built, and what comes next for GoldSilver.

Gold rockets past $5,500 per ounce, hitting fresh records as investors pile into safe-haven assets. Global gold demand reached an all-time high in 2025, while Bitcoin's "digital gold" narrative takes a hit. Copper surges on China speculation, and the Fed holds rates steady at 3.5-3.75%.

What can one ounce of gold actually buy? The answer reveals gold's true value better than any price chart. In 1971, one ounce bought dinner for three at London's Savoy Grill. Today, it buys dinner for fourteen. A quality suit cost one ounce in the 1920s—and still does today. Meanwhile,...

Gold surged past $5,300 for the first time as the Federal Reserve begins its policy meeting amid growing dollar concerns. Silver hit $116, squeezing solar manufacturers. The dollar dropped to four-year lows on Fed independence fears. Meanwhile, Australia's inflation is heading the opposite direction.

Gold is surging above $5,000 as demand from central banks and investors overwhelms limited supply—raising big questions about where prices could head by 2026.

Gold blasted past $5,100 per ounce, hitting an all-time high as debt crisis fears grip global markets. Silver surged to $117.69. Former Fed officials warn inflation is accelerating. The dollar is weakening. And Deutsche Bank just raised its gold target to $6,000. Here's what's happening.

Gold shattered the $5,000 barrier for the first time on Jan. 26 while silver topped $100, marking historic milestones as investors flee risk assets. Japan's bond market meltdown, Fed uncertainty, and supply disruptions are driving unprecedented demand for safe-haven assets.