from RoadtoRoota:
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Guest Post: “The Discipline of Distance”, by Silver66
by Silver66, TF Metals Report:
Our week-long series of guest posts continues today with this latest installment from Silver66. His columns have always been well-received and I’m confident you’ll enjoy today’s post, too.
The Discipline of Distance
by, Silver66
Every morning brings a fresh reason to be concerned.
Before breakfast we can learn that a war has escalated, an indebted government has announced another spending package, a central bank has hinted at a policy change, and commentators are already debating what it all means. By the time the day is underway, countless voices are explaining why everything has changed.
Silver Is the Real Shortage. Oil Is the Distraction
by Kerry Lutz, Financial Survival Network:
Every geopolitical crisis seems to follow the same script. A conflict erupts somewhere in the world, television anchors begin talking about an oil shock, analysts predict triple-digit crude prices, and investors rush into energy stocks. We’ve seen this movie over and over again. Sometimes the headlines are dramatic, but the long-term outcome rarely matches the panic.
Gold’s Next Big Move May Already Be on the Calendar
by Kerry Lutz, Financial Survival Network:
Most investors spend our time staring at price charts, especially me. We draw trendlines. We calculate moving averages. We debate whether gold is going to $3,000 or $6,000 as if the market is obligated to answer on their schedule.
But what if we’re asking the wrong question? Even with AI, it’s easy to fall into that trap. Instead of asking where gold is going, perhaps we should first ask when the market is most likely to stop behaving normally.
The Gold Paradox: One Price, Two Markets
from BullionStar:
By any historical intuition, gold should be flying. The United States and Iran spent the weekend of 18–19 July exchanging the heaviest strikes of a war now in its sixth month. Central banks are buying gold at a near-record pace, and, on World Gold Council figures, gold has by some measures overtaken US Treasuries as the world’s largest reserve asset. Yet the metal just posted its biggest weekly loss since June and spent the loudest weekend of the war going nowhere, defending US$4,000 after a fall of roughly 30 per cent from January’s record just short of US$5,600.
Gold Miners Are Printing Money: Wall Street Is Finally Taking Notice
by Graham Summers, Activist Post:
For most of the last 30 years, gold miners were the worst-run businesses in the market.
They diluted shareholders relentlessly. They overpaid for acquisitions at the top of every cycle. And they somehow managed to lose money even when gold was trading at record highs. Generalist investors learned to avoid the sector entirely. Frankly, they were right to do so.
That era is over. And now even Wall Street is admitting it.
Bank of America’s equity analysts just published a report stating that gold miners have become one of the most profitable sectors in the entire market. Consider the following:
Gold miner free cash flow is now 10 times what it was in 2020. Long-term debt as a percentage of equity has been cut in half. And miner earnings yields are now 12%, the highest of any sector in the market. Despite this, the group trades at its cheapest level “relative to the S&P 500 in the last 20 years.”
THE PRECIOUS METALS EXTINCTION EVENT: When the Last Door Closes for the Middle Class
by Milan Adams, Prepp Group:
An empirical analysis of the systemic disintegration of real monetary reserves and the critical moment when the majority will no longer afford financial protection
We stand at the precipice of a monetary fracture unprecedented in modern history, and the signs are so glaring that only the ideologically blind refuse to acknowledge them. Central bank gold reserves in the Western bloc have reached critical thresholds while real physical demand has outpaced global extraction capacity by a margin that deepens exponentially with each fiscal quarter. Data published by the World Gold Council in their Q2 2025 report reveals a terrifying reality: annual refined gold production has stagnated at approximately 3,600 tonnes for the past decade, while official central bank purchases exploded to 1,089 tonnes in 2024 alone, marking the fourth consecutive year of acquisitions exceeding 1,000 tonnes. China, Poland, Singapore, Turkey, and the Czech Republic are absorbing physical quantities that should have circulated in the open market, transforming the yellow metal into an asset that retail investors will soon find functionally inaccessible regardless of their fiat currency holdings.
Gold Price Could Reach $10,000/oz
by Andrew Sleigh, Sprott Money:
In this episode, Andrew Sleigh breaks down the latest developments impacting the silver price and gold price, including interest rate policy, inflation risks, and global financial instability.
Why Long-Term Investors Should Stay Focused on Gold and Silver Despite Recent Volatility
Gold and silver investors have experienced significant volatility over the past several months, leading many to question whether the precious metals bull market has lost momentum.
