Gold World Articles
Nobody Dug Faster
Silver's average price rose 42% in 2025 and 2026 mine production is forecast to fall three tenths of one percent. Jason Williams argues the deficit number everyone is arguing about was never the...
Beyond Green Mining
The World Gold Council estimates that producing one troy ounce of newly mined gold is associated with roughly 1.144 metric tonnes of CO2e. NatGold's first two deposits represent about 122,000 tonnes...
The Industrial Twin Has Arrived
Last week, the White House declared a national emergency to secure America's bulk power system, warning that dependence on foreign-made electrical equipment has become a national security risk. At...
The Dot He Wouldn't Draw
Kevin Warsh declined to submit a rate projection at the June FOMC, and the median dot landed at 3.8% — a number no dot on the chart actually was. Jason Williams argues the September 16 projections...
The Fed Just Turned Off the Headlights
Kevin Warsh used his first Jackson Hole address as Fed chairman to retire routine forward guidance. Gold fell 3%. Brian Hicks argues the market priced the decision and missed the regime change, and...