from Birch Gold Group:
Gold didn’t jump to $4,530 on panic or headlines – it moved because currencies are quietly failing worldwide. Now silver is following. As governments debate gold audits and analysts forecast $100 silver, the real story is simpler – and harder to admit…
Your News to Know rounds up the most important developments in precious metals and the broader economy. This week, we’ll discuss:
- Gold surprises almost everyone with a jump to $4,530
- Is everything below $100 silver now irrelevant?
- Silver says “you bet,” soars to $79 over the holiday weekend
- The Gold Transparency Act of 2025 and its somewhat conspicuous timing
TRUTH LIVES on at https://sgtreport.tv/
Gold makes its 50th consecutive best move in 50 years, or something
Most gold bugs probably didn’t dare to expect gold leaping to $4,530 last week. As seen on Bloomberg, though, gold notched its best run since the 1970s.
Yes, we have seen corrections to the tune of 5% happen for no particular reason. And there haven’t been any black swans that make an obvious, explanatory story. The last bit is my favorite, because I have argued for two years now that this leg of gold’s run is being powered by basic fundamentals like currency debasement and dedollarization.
Financial media and some analysts tried to pin every single all-time high on some regional event across the far sea, I strived to remind readers to focus on what really seems to be taking place: A gold revaluation. A global repricing of risk .
To her credit, Bloomberg’s Jui Chakravorty does acknowledge that the gold price explosion is basically happening due to a series of considered investment decisions. Banks, private institutions, private investors: Everyone seems to have woken up to the benefits of gold ownership.
Still, the article again says that a steady drumbeat of geopolitical risk is playing an important role.
More geopolitical risk than in, say, 2017, when North Korea essentially threatened to nuke us? Can’t be.
Yet while it did okay in 2017, and after, say, Brexit, which is as geopolitically upheaving as things get these days, gold’s moves back then were tempered.
I’m able to entertain an idea that seems beyond the financial media… That gold price is surging to new highs because that’s what it’s worth.
They have trouble admitting this because doing so threatens the entire currency-based financial system. (For example, even the Bloomberg article above can’t resist mentioning a Venezuela crisis as a contributor to gold’s massive jump.)
Has anyone you know decided to invest in gold because of a crisis in Venezuela?
There’s a few interesting points in the lower section of the article, which don’t reference gold but all essentially explain gold’s run.
China’s having an infrastructure squeeze with the lowest amount of borrowing since 2019. South Korea’s won is “nearing” crisis levels, in reality long having passed them. I’ll get to that in a moment.
Japan is agreeing to invest $550 billion in the U.S. That’s the same Japan that recently lost its safe-haven currency status as yen gold valuations exploded far in excess relative to other currencies.
Good news if you’re a U.S. citizen, or better yet someone with access to the Treasury, not so much if you’re a Japanese citizen, as in that case you’re footing the bill.
And despite all that, the Asian nation whose currency holds the worst performer title is actually India, with 1 billion plus citizens struggling to make basic ends meet with a collapsing rupee.
Getting back to the Korean won. We know the official narrative should go into the bin when we’re being told that needing 1,500 won to buy $1 still only leaves the won “near” crisis levels.
Does that make sense to anyone? This is how Japan got started, after all. It was 100-to-1 to the greenback for the longest time, and everyone was still being told it’s a haven currency. And then it wasn’t.
The pound sterling has experienced a historic collapse in the last two decades, yet one pound is still worth more than one U.S. dollar.
Meanwhile, South Koreans are being told things are mostly okay when they need nearly 1,500 units of their currency to buy one dollar. And the U.S. dollar is what everyone is shedding now.
