SD Bullion

Silver the New Gold in the East, then West

Discover insights from a comprehensive analysis of global economic trends, including an in-depth examination of Russian President Vladimir Putin's recent interview and its impact on financial markets. Gain valuable perspectives on the shifting dynamics of gold and silver investment preferences, both in Eastern and Western regions. 

Record Gold Silver Demand Continues Before Spot Prices Fully Breakout

Learn about the potential crisis ahead as emergency loan programs increase, and the FDIC's forewarning in 2022 seems to be unfolding. Amidst this uncertainty, gold and silver demand remains robust, with central banks buying the second-highest amount of gold bullion in history in 2023. Explore the implications for silver prices, projected to rise as demand surpasses supply for the sixth consecutive year, setting the stage for a new era in precious metal values.

Recent Bullion Price Weakness Will Too Pass

James Anderson discusses key economic developments, including a Reuters report on a poll of 123 economists indicating a delayed Federal Reserve interest rate cut until June 2024. The majority of economists expect four rate cuts totaling -1% for the year.

The episode delves into historical reflections, concerns about the U.S. debt surpassing $100 trillion, and the potential impact on gold markets due to delayed rate cuts.

It also features insights from David McAlvany on gold, silver, and a rumored China stimulus. Additional topics include China's central bank actions, challenges in Western banks, and the resilience of silver and gold markets amid global economic dynamics. The episode concludes with a reflection on ongoing price weaknesses and the importance of strategic positioning in the face of evolving economic trends.

World Silver Shortage Era in The Making

Learn about the imminent era of a world silver shortage on this week's episode. Uncover the shifts in global trade dynamics, the impact of falling silver bullion inventory levels, and the potential for higher spot gold prices amid changes in the Federal Reserve's interest-cutting cycle.

Suez Canal Shutdown Ramifications Are Just Starting

This week's market update highlights the ramifications of higher-than-expected US Consumer Price Inflation and escalating violence in the Red Sea shipping lanes, prompting concerns about prolonged disruptions in global shipping routes. Gold and crude oil prices respond to Middle East tensions, with China continuing its gold acquisitions. The economic landscape reveals troubling indicators, including the Federal Reserve's record losses, Citi Bank's worst quarter in 15 years, and growing challenges in non-performing loans and underfunded pensions, despite a positive note about New Jersey exempting bullion from sales taxes.

Next US Bank Fail Cycle from 10 Year Rate Rise Surprise

As the US 10-year yield surpasses 4%, concerns arise about potential bank failures, with a recent Office of Financial Research (OFR) report highlighting the risks associated with fair-value losses in bank assets due to increased interest rates. The report emphasizes the potential vulnerability of the US banking system and its susceptibility to future failures.

Why Gold then Silver are Poised to Ramp 2024 and Beyond

Discover why gold and silver are set for a significant surge in 2024 and beyond. Uncover the investment landscape, from stock market exposure concerns to gold's potential to outperform, with a focus on market indicators and the looming global banking crisis. Gain valuable perspectives on silver's trajectory, industrial allocations, and the anticipated store of value crisis.

US Considers Confiscating an Equivalent 4,550+ Metric Tonnes of Gold from Russia

The US is reportedly considering a bold move to confiscate over 4,550 metric tonnes of gold, valued at $300 billion, from Russia to aid Ukraine in its war effort. This unprecedented step, involving a large sum of current fiat US dollar buying power, has raised legal and economic concerns, with potential repercussions including lawsuits and retaliatory measures from Russia.

Fed Rate Cut Pivot: Silver Gold vs Stock Market Targets To Come

Delve into the intricacies of recent Federal Reserve actions and Powell's pivotal rate hike announcement in this week's blog. Tavi Costa's insightful commentary sheds light on the macro implications of the Fed's decisions amidst a backdrop of inflation, government spending, and supply constraints. Detailed charts provide a comprehensive view of the overvalued US stock market, urging readers to consider potential shifts in global market dynamics.

Bullion Resilience in the Face of ”The Great Taking”

The post discusses market trends, geopolitical events, and introduces the concept of "The Great Taking," a 2023 book and video by financial analyst David Rogers Webb, predicting a global economic restructuring. Gain insights from CPM Group's Jeffrey Christian and participate in the discussion surrounding the potential threats and remedies presented. Don't miss this comprehensive update on bullion markets and the evolving financial dynamics.