The current dynamics between gold and oil are not a matter of a simple positive or negative correlation, but rather a self-reinforcing feedback transmission mechanism in the short term: a rise in oil prices (Brent at $108–112/b in October 2026 due to tensions in the Middle East) revives inflation expectations (U.S. energy inflation at 16.3%…

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Marathon Fusion's claim that it can produce stable gold from mercury-198 through neutron transmutation could structurally alter, albeit over the long term, the gold revaluation thesis advocated by State Street/Miran.
The physics is considered sound: the (n,2n) reaction, triggered by 14.1 MeV neutrons produced by D-T fusion, can generate stable gold-197 through the beta…
Фрэнк Джустра не делает традиционных прогнозов цен на золото, неоднократно заявляя, что «не имеет ни малейшего представления» о точной цене, и сосредоточивается вместо этого на направлении движения рынка и фундаментальных факторах, определяющих его динамику. Высокие ценовые уровни, обсуждаемые в интервью, обычно иллюстрируют сценарии восстановления монетарной роли золота или потенциальных денежных кризисов, а не представляют собой…
MiningVisuals' chart (1963–2026) shows the median price of a new house in the United States in troy ounces of gold. This is not merely a historical curiosity: it is a tool for measuring monetary distortion and a signal of an asset regime shift. The ratio fell from 684 ounces in Q1 1970 to 100 ounces…
Christopher Whalen, who has spent more than 40 years analyzing bank balance sheets and is a former employee of the Federal Reserve Bank of New York, sold all his bank stocks in late September and opened short positions in consumer lending companies. The head of Whalen Global Advisors and editor of The Institutional Risk Analyst,…
"The sooner we get our energy from anything besides oil, the better chance we have of not exterminating ourselves. I doubt the species lives long enough to die from climate change. That's what I think." Season 1, Episode 7 "Lioness"
Выражение «избавиться от нефти» вводит в заблуждение: «рынки» перераспределяют капитал в зависимости от изменения доходности…
Central banks’ accumulation of gold reflects a structural shift in the monetary system: gold is becoming a strategic reserve and settlement asset, beyond its traditional hedging function. According to the World Gold Council, 89% of central banks expect global gold reserves to increase over the next 12 months, and 45% plan to increase their own…
The dominant source remains macro-narrative, but quantitative trading requires microstructure layers missing from the "petrodollar → gold" narrative. Since May 2026, vessels, including VLCCs and LNG carriers, have switched off AIS transponders to cross the Strait of Hormuz in small groups, sometimes under |...| coordination; by August 2026, 62% of tanker crossings occurred with AIS…
Ronnie Stöferle, managing partner at Incrementum AG and co-author of the annual report “In Gold We Trust,” has raised his estimate of the probability of a revaluation of US gold reserves from 10–15% to more than 50%.
In an interview with Maggie Lake on October 7, 2026, he linked this possibility to pressure on…
Rising silver prices may increase scrap supply while simultaneously raising recyclers’ need for working capital. Because raw materials are usually purchased before payment is received from refining plants, higher metal prices and processing delays increase financial pressure and may slow the flow of recycled silver onto the market. In 2025, global silver recycling volume grew…