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Western investors are not rushing to buy gold, but are mainly focusing on passive investments. This is one of the most striking paradoxes of the current cycle. In an environment marked by persistent inflation, geopolitical tensions, and record government debt, the historical reflex would have been to seek refuge primarily in gold. However, it is equity ETFs and passive strategi...


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I have been studying the silver market for more than 15 years, day after day. The text below blends established facts with hypotheses that today appear increasingly credible. After the Nixon–Mao meeting in 1972, China reopened its economy and began its modernization. Among the major transformations, it built ultramodern ore ports and refineries equipped with the most advanced t...


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This week, we will look at how two gold ratio charts are telegraphing a secular bull market that has a great deal of fuel left in the tank and in fact may just be getting started. The first chart is that of the long-term Gold/Silver ratio, which I have defined as a 65-year ascending triangle. Generally, a falling ratio is good for metals prices and a rising ratio is a headwind —...


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JPMorgan Chase & Co.'s results are first and foremost a factual reminder: 2025 was not the year of macroeconomic disruption that had been predicted. A major bank does not have an exceptional year in a recessionary economy—and JPM clearly benefited from a still-favorable environment. The main drivers remain strong. Interest margins—the income the bank derives from the differ...


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As it does at the start of every year, Saxo Bank has unveiled its “Outrageous Predictions.” The aim is not so much to gaze into a crystal ball as to provoke thought, challenge assumptions, and surprise. Whether you agree with them or not, they make for interesting reading. At a time when economists too often take refuge in cautious projections that simply extend past trends in i...


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