The hottest Gold Substack posts right now

And their main takeaways
Category
Top Finance Topics

The Gold Endgame Begins

The Dollar Endgame • 559 implied HN points • 02 Apr 24
💰 Finance Gold
  1. Gold prices have been soaring recently, possibly due to China's influence and central banks accelerating their gold purchases.
  2. The gold market has been subject to manipulation by central banks through various means like buying/selling gold, gold leasing, and engaging in derivatives.
  3. There is evidence of market manipulation in the gold industry, including spoofing tactics by traders leading to inflated or deflated prices, and the potential for a significant impact on the gold market if large investors start taking physical delivery.

The True Price For An Ounce of Gold: $20,275?

QTR’s Fringe Finance • 36 implied HN points • 03 Feb 26
💰 Finance Gold
  1. If you divide the monetary base by Treasury gold holdings you get a "Gold Coverage Price" — using October 2025 numbers that comes to about $20,275 per ounce.
  2. The monetary base has ballooned while Treasury gold holdings have stagnated or fallen, so the implied gold price has risen sharply and would imply a large devaluation of the dollar if redemption were resumed.
  3. Making the dollar fully redeemable in gold would force fiscal discipline because new money couldn’t be created without more gold, but if markets doubted the switch a loss of confidence could trigger a crisis.

QE is Coming

The Dollar Endgame • 399 implied HN points • 06 Mar 24
💰 Finance Gold
  1. Markets are anticipating increased liquidity injections from the Fed, with assets like Gold and Bitcoin hitting all-time highs even before the easing cycle starts.
  2. The surge in Bitcoin's value is attributed to significant inflows from U.S.-based Bitcoin ETFs, indicating a historic rally compared to gold ETFs.
  3. The financial markets are preparing for a potential Fed intervention, likely in response to the rising net liquidity despite the seeming balance sheet reductions.

Goldileo

Doomberg • 249 implied HN points • 30 Jun 25
💰 Finance Gold
  1. Investing in gold can be a smart choice in the commodities market. It's often seen as a safe investment amid financial uncertainty.
  2. Gold has a vital role in the global financial system. Understanding this role can help you make better investment decisions.
  3. The value and perception of gold may shift over time. Keeping track of these changes is essential for any investor.
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Powell: No Pivot, No Party

QTR’s Fringe Finance • 15 implied HN points • 27 Jun 25
💰 Finance Gold
  1. Powell is sticking to a tough stance on interest rates, focusing on keeping them higher for longer. This means there won't be any quick changes to the economic outlook.
  2. His recent comments show no signs of easing up, which suggests the market won't see a big rally soon, even if world events change.
  3. For now, gold's short-term growth may be slowing down, but the long-term trend still looks positive.

The Costco Gold Indicator

QTR’s Fringe Finance • 74 implied HN points • 29 Sep 23
💰 Finance Gold
  1. The average American's trust in fiscal and monetary policy can be seen through buying gold at Costco.
  2. Public awareness of how central banking works is increasing.
  3. Criticisms and questions about central banking policies are becoming more common and publicly discussed.

Gold Is Back—And So Is Judy Shelton

QTR’s Fringe Finance • 25 implied HN points • 13 Nov 24
💰 Finance Gold
  1. Gold prices are rising due to economic and geopolitical concerns, attracting more interest from central banks. This suggests that many countries are starting to value gold again.
  2. Judy Shelton proposes a new kind of bond that would let people redeem their bonds for gold or dollars, giving the public more control over their money. This could help stabilize the economy.
  3. Shelton believes that moving back to a gold standard could improve trust in the financial system and reduce government control over money supply, which many people see as a good thing.

'Brink of Catastrophe' As Federal Interest Payments Reach $750 Billion

QTR’s Fringe Finance • 27 implied HN points • 14 Feb 24
💰 Finance Gold
  1. The Federal interest payments reaching $750 billion are a significant concern and a sign of a fiscal danger zone.
  2. Peter Schiff emphasizes the immediate threat of the national debt crisis, warning that the problem is not in the distant future but happening right now.
  3. It's crucial to shift the mindset from fixating on ideal dollar exit points to viewing gold as a form of genuine wealth preservation regardless of the dollar value.

Will gold pave the yellow BRICS road?

The Informationist • 4 HN points • 09 Jul 23
💰 Finance Gold
  1. BRICS nations are considering introducing a gold-backed currency to reduce dependency on the US dollar.
  2. The US has deviated from the gold standard, leading to concerns about debt levels and potential economic implications.
  3. For the gold-backed currency to work, BRICS nations would need to establish trust and a system that ensures the currency is fully redeemable for gold, potentially impacting the global financial landscape.

Why is Gold Such a Reliable Measure of Value?

Economic Forces • 3 implied HN points • 22 Feb 24
💰 Finance Gold
  1. Gold has historically maintained its value, with an ounce consistently able to buy a good suit, showcasing its reliability as a measure of value.
  2. On the gold standard, dollar value was linked to a set amount of gold, ensuring a stable price for gold over time.
  3. Fluctuations in the supply and demand of gold do not impact the long-term value of gold as a reliable measure of value.

Is Gold heading towards $2,500?

Global Markets Investor • 0 implied HN points • 17 Jan 24
💰 Finance Gold
  1. Owning gold can be beneficial during uncertain economic and geopolitical times as well as when interest rates are low - except during liquidity crises.
  2. The relationship between gold prices and the real 10-year yield is important to monitor, as high real interest rates may make holding gold more expensive.
  3. In 2024, the potential scenarios for gold's price include a base case where rates go down, a bullish case with significant rate cuts, and a bearish case with stubborn inflation.