Category
Macro Environment & Strategy
Connecting coins and bullion to macro conditions (inflation, rates, currency, geopolitics) and stacker/collector behavior.
Is There a Best Time of Year to Buy Gold?
September 11, 2026
Gold opened Friday, September 11, 2026 at $4,359.40 an ounce, down roughly 1.1% from the previous close and the lowest the metal had traded since August 6. Ask around for a reason and you will get several. The August CPI report was due, expected to show consumer prices up 3.4% from a year earlier. Futures […]
Quantitative Easing and Gold Prices: What Actually Happened
September 8, 2026
The Federal Reserve spent three and a half years shrinking its balance sheet, then quietly stopped. Runoff ended on December 1, 2025. Since early January 2026 the System Open Market Account has been buying Treasury bills again, close to $250 billion of them by the start of July, and total assets stood at $6.74 trillion […]
The Gold-to-Oil Ratio and the Dow-to-Gold Ratio, Explained
September 3, 2026
A single number, the price of gold, tells you less than it seems. Gold at roughly $4,450 an ounce in early September 2026 sounds like a lot, and it is a record in dollar terms, but a dollar is a moving yardstick. To judge whether metal is dear or cheap against the rest of the […]
Does Gold Go Up When the Fed Cuts Rates?
August 30, 2026
The textbook version is tidy. The Federal Reserve lowers interest rates, gold has no yield to compete against, so money rotates into the metal and the price climbs. People repeat that story because it is right often enough. The trouble is that the historical record is far messier than the textbook, and a saver who […]
How the Dollar Affects the Price of Gold
August 25, 2026
Ask a room of gold owners what moves the price, and someone will point at the dollar. It is one of the oldest rules of thumb in the metals world: when the greenback slips, gold tends to climb, and when the dollar firms up, gold often goes quiet. The single number most traders watch for […]
Real Interest Rates and Gold: What Actually Drives Price
August 15, 2026
Ask most people what moves the price of gold and the answer comes back fast: interest rates. When the Federal Reserve raises rates, gold is supposed to fall, because money in the bank suddenly pays you something and a gold coin sitting in a drawer still pays you nothing. That story is half right. The […]
How CPI Reports Move Gold, and Why Hot Inflation Can Hurt
August 5, 2026
Gold gets called an inflation hedge so often that the label feels like settled fact. Then a hot inflation report lands at 8:30 in the morning, the figure comes in above what economists penciled in, and gold sells off. Buyers who expected the reverse watch the price fall on the very news that was supposed […]
The Gold Was Real. The Promise Wasn’t.
July 13, 2026
Gold hit the highest price in history — and one of America's most-advertised gold dealers went bankrupt because of it. The metal was real. The promise wasn't.
Own the Gold, Not a Promise: The Rosland Lesson for Every Buyer
July 13, 2026
The metal did exactly what it was supposed to. The way people bought it is what failed them.
Rosland Capital Files for Bankruptcy: What the Court Record Shows About How a Household-Name Gold Dealer Collapsed
July 13, 2026
A company that sold "stability" on television for nearly two decades is now liquidating, with roughly 617 customers owed about $60 million — and its own filing lays out how it happened.