I recently had an incredibly valuable conversation with Alain Gilbert of Gilbert Analytics. Although we theoretically sit on the complete opposite spectrum of gold and precious metals, there is great reason to align and understand both sides. My world has largely centered around physical bullion, direct ownership, custody, wealth preservation, and helping advisors and investors[...]
Category: Opinion
1970. 2008. COVID. Why This Cycle Looks the Same… and What Comes Next
Do you remember what happened to money in the 1970s? Or after 2008? Or during COVID? Most people remember the headlines from those periods. Fewer remember what was happening underneath. These weren’t just isolated crises tied to oil shocks, housing markets, or a global shutdown. They were different versions of the same underlying pattern playing out. Those were debasement cycles. And [...]
What Bullion Vaults Actually Look Like
(Hint: there is usually no moat) A financial advisor we work with recently arrived at our partner vault facility with thousands of pounds of silver coins in the back of his truck. For years he had been storing them across a ranch in ammo boxes. Yes, real ammo boxes. Most were buried in the ground. Others were hidden in sheds or tucked away in corners of buildings. Like many precious[...]
A Conversation on Two Very Different Fault Lines: Private Credit and Silver
I recently had the opportunity to speak with James Murphree the CEO & Economist at Murphree Investment Group, and it turned into one of those conversations that stays with you. We covered two topics that, at first glance, do not seem connected: private credit and silver. One is a 3.4 trillion dollar yield engine embedded deep inside[...]
If Silver Hit $50 in 1980… What Is That in Today’s Dollars?
Inflation is always on the mind of us metal bugs. It comes with the territory. But lately, with the dollar softening and both stocks and metals rising together, it feels less theoretical and more urgent. When everything is going up at once, it’s usually worth stepping back and asking what’s actually happening underneath.
If You’re Calling Tops in Gold, You Don’t Own It for the Right Reason
Every time gold or silver rallies, the same question pops up: “Is this the top?” It is the wrong question. Precious metals are not growth stocks or valuation stories. They are monetary assets. Trying to pin a tidy “top” on them misunderstands what bullion is, why it exists, and how it behaves.
Exploring the “Asian Guy” Enigma: Basel III Claims & the Silver Market Shift – Part 2
Continuing our investigation into the mysterious “Asian Guy” phenomenon, Part 2 looks at claims around Basel III regulations: how complying with these newer banking rules reportedly favor physical precious metals over paper positions and could affect silver markets.
I Got $99 Problems, but Silver Ain’t One
Markets always seem to find new ways to create stress. Stocks look expensive. Private credit is showing cracks. Liquidity is not what it used to be. Confidence is high right up until it is not. Every asset feels like it comes with fine print. Silver keeps ignoring the drama. At the end of 2024, heading into 2025, price forecasts for precious metals were already pointing higher. Gold [...]
2026 Gold and Silver Outlook. Still Just Getting Started
Gold did not quietly tiptoe through 2025. It sprinted. A sixty percent move, countless new highs, and nonstop coverage from major institutions have pushed the metal straight into the mainstream. What used to be a niche conversation is now a headline conversation.
Gold’s Surge, Silver’s Upside: Peter Boockvar Says the Bull Market Isn’t Done
In this episode of The Alternative Edge Report, host Olivia Voz sits down with Peter Boockvar, Chief Investment Officer of One Point BFG Wealth Partners, to break down what is really driving gold, silver, and the broader metals market right now.