Gold’s 25% off its record. Zoom out:
• Government bond yields at multi-decade highs
• US inflation above target for 5+ years
• Gold passed the euro as no.2 reserve asset
• Central banks buying, moving gold out of US vaults
The macro case for gold has never been stronger!
Mortgage crisis. Dotcom bubble. We’ve lived through those.
A government bond crisis hitting the US, Japan and France at once? Michael Oliver @Oliver_MSA says we haven’t had one in 100 years, and calls it a “nuclear event”.
What it means for gold and silver 👇
youtu.be/0GpKlcbRqT0
Government bonds are supposed to be risk-free.
US 10-year: 5.29%, highest since 2002.
France 10-year: 4.75%, highest since 2002.
UK 10-year: 5.36%, highest since 2008.
Lenders now want extra for the risk of being repaid in money worth less.
Gold is nobody's debt.
BullionStar retweeted
Tether Gold (XAU₮) is now live on @BullionStar
"AI is great, but every bubble has popped."
Jim Rogers puts AI in historical perspective - railroads to computers.
Watch: youtu.be/cPQyD1k6_Wo?si=_yDd…
#JimRogers #AIBubble
China imported 1,100 tonnes of gold in 8 months, more than all of 2025.
That's before its own mines, the world's largest.
Imports, mines, near-zero exports. Gold goes into China and doesn't come out.
They have a plan. Do you?
"The U.S. is the largest debtor in the history of the world." 💭
Jim Rogers with a blunt take on debt and printing.
Watch: youtu.be/cPQyD1k6_Wo?si=_yDd…
#JimRogers #USDebt
Fun fact: since 2016, China has minted its Pandas in grams, not ounces. 🐼
To celebrate Mid-Autumn Festival, our 2024 30g Silver Pandas are at spot price for a limited time, one per customer. 🥮
These are flying out the door. Don't miss yours:
bullionstar.com/buy/product/…
The 10-year US Treasury yield hit 5.14%, its highest in 19 years. Yesterday's 5-year Treasury auction also saw weak demand.
The bond market is getting more nervous about US debt.
When buyers get picky about US debt, it's worth asking what you're holding and why.
"It could have an absurd price." 💭
Jim Rogers calls it like he sees it on debasement and why gold goes up when governments print.
Watch the full interview: youtu.be/cPQyD1k6_Wo?si=_yDd…
When Lehman failed, clients discovered "their" assets were claims on a bankrupt estate.
Some waited years to be made whole; unsecured creditors got cents on the dollar. 18 years on, what have we learnt?
1. Reputation isn't a substitute for financial strength.
2. A holding's stated value and your access to it are separate questions.
3. Investments that look diversified can share the same weaknesses.
4. Ownership form matters. A lot.
Physical gold, owned outright, answers all four.
18 years ago this weekend, Wall Street's CEOs were locked inside the New York Fed, trying to save Lehman Brothers.
By Monday morning, a 158-year-old bank was gone.
A dollar saved that week buys a third less today.
Gold saved that week buys five times more.
Central banks have bought 1,000+ tonnes a year for three years running, not to spend it, but to hold reserves nobody else can freeze. Gold doesn't need to be a currency to reprice as neutral collateral.
BRICS+ is not going to use physical #Gold as a currency the way the U.S. uses the dollar.
BRICS+ will use physical #Gold as pristine collateral, better collateral than U.S. Treasuries, which Washington can confiscate at the push of a button.
#Gold as pristine collateral among BRICS+ countries will unleash liquidity in their local currencies.
BJ Milkshake’s gaslighting is infantile. His fanboys are idiots and simpletons.
The US Treasury tripled its long-bond buybacks to $6 billion. Yields rose anyway.
Higher real yields usually punish gold. These ones aren't a sign of strength. They're lenders asking the US for danger money.
The thing hurting gold today is strengthening the reason to own it tomorrow.
"I don't want to ever sell my gold and silver." 💭
Legendary investor Jim Rogers shares his perspective on generational wealth and physical gold and silver.
Watch the full interview with Jim Rogers on our YouTube channel: youtu.be/cPQyD1k6_Wo?si=Y5b_…
#JimRogers #Gold







