Société Générale flags Wall Street's $20,000 gold bets, signaling currency debasement fears.
GOLDWIRE
A low-cost Kazakhstan gold producer with ~£50m earnings potential, trading at ~7x forward earnings.
Why government spending and reserve shifts point to a structurally higher gold price.
J.P. Morgan models a path to $8,500 gold if private investor allocations rise from 3% to 4.6% of financial assets.
A 31-year-old German trader built a $250 million fortune trading Russian oil.
A growing list of global banks now see a credible path to $5,000 per ounce within the next 18 months.
Southeast Asia is quietly assembling the plumbing for a regional bullion-banking system. The most visible catalyst is Laos, which in late 2024 chartered Lao Bullion…
Gold miners are the clear winners of the “debasement trade.”
J.P. Morgan is calling it the “debasement trade” — a bet against the very currency the bailouts helped dilute. Inflation wasn’t transitory. It was profitable.
For the first time in over three decades, central banks collectively hold more gold than U.S. Treasuries.