Category
Macro Environment & Strategy
Connecting coins and bullion to macro conditions (inflation, rates, currency, geopolitics) and stacker/collector behavior.
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.
Gold and the Macro Machine: How Rates, Inflation, and the Dollar Set the Tone
June 16, 2026
Real yields, inflation expectations, and dollar strength form the three-legged macro stool that explains most of gold's big swings. Here is how each works, where today's regime breaks from the textbook, and how the picture differs for long-term holders versus tactical traders.
The Official Bid: How Central Banks Shape the Gold Market
June 16, 2026
Central banks hold gold as a reserve asset, and their buying and selling moves on a horizon of years, not days. Understanding why they accumulate — and how to read the headlines when they do — is essential to making sense of the modern gold market.
When the Hedge Gets Tested: Tail Risks in the Gold Market
June 16, 2026
Gold is widely held as protection against the unexpected — but the metal carries its own risk catalog, and it does not behave as a safe haven in every crisis. A framework for thinking about gold's tail events and its real role in risk management.
The Slow Forces: How ESG, Technology, and Mining Supply Will Shape Gold for Decades
June 16, 2026
Beneath the daily price action sit structural currents — tightening environmental standards, harder-won community consent, and a wave of mining technology — that will quietly govern how much gold reaches the market, at what cost, and what that means for multi-decade holders.
MEXICO BURNS, SILVER TIGHTENS: Cartel Violence Threatens Global Supply
March 2, 2026
MEXICO BURNS, SILVER TIGHTENS: Cartel Violence Threatens Global Supply Editor’s Note: When exchanges halt trading, governments start talking “strategic stockpiles,” and silver vaults mysteriously empty faster than they fill — it’s time to stop watching headlines and start reading between them. In this breakdown, Jacob Barton cuts through the noise on COMEX glitches, Mexico supply…
The Hidden Cost of Inflation: Why Taxing Gold and Silver is Unfair
May 31, 2024
Inflation is one of the most pressing issues today, affecting almost every American. Since 2019, the cost of living has skyrocketed, squeezing the middle class and pushing many into financial hardship. This problem isn’t just a fluke of the economy; it’s a direct result of how our money system works, particularly the use of unbacked…