Market Videos: Lessons and Daily Dispatches

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• Record gold purchases reported in China from institutions and households: Record gold purchases reported out of China. 🪙📊 According to reporting from CNBC, China is seeing record gold purchases driven by both institutional and domestic demand. The buying is fueled by
• Silver Supply Tightens Amid Mine Outages and Declining Vault Inventories: Physical silver availability is showing signs of tightening. 📊🪙 According to reporting from AD HOC NEWS, mine outages are tightening silver supply at the same time COMEX vault inventories are
• Federal Reserve Rate Policy and Precious Metals Context: Federal Reserve rate policy and what it means for precious metals. 📊 According to reporting from 조선일보 on October 7, 2026, the Federal Reserve has agreed to an interest rate hike by the end of the
• Fed Chair Warsh Responds to Trump Critiques on Interest Rates: Federal Reserve policy and central bank independence are back in focus. 📊 Federal Reserve Chair Kevin Warsh has responded directly to President Donald Trump's critiques regarding interest rates.
• Gold Falls 26% From January Record High as US Yields Surge: A significant retreat in the gold market 📊🪙 According to Seoul Economic Daily, gold prices have dropped 26% from their January record high as U.S. yields surge. The decline marks a notable retreat
• Federal Reserve Potential Rate Hike and Market Impact: 📊 The Federal Reserve may not be done raising rates this year. Reports indicate another interest rate hike could occur before the end of the year. An additional increase would prolong the monetary
• UBS Outlines Multi-Year Silver Outlook Toward 2027: Institutional research is looking further out on the silver market. 📊 According to a report from AD HOC NEWS, UBS has outlined a path for silver to reach $80 by 2027 as developments involving New
• CPM Group Analysis on Silver Swings and Gold Outlook: Commodities research update on gold and silver technical benchmarks 📊 According to IndexBox, CPM Group has released market analysis reviewing historical price swings, including a 50% drop in silver
• Federal Reserve Recalibrates Bank Leverage Rules for Treasury Market: 📊 The Federal Reserve has announced adjustments to bank leverage rules. According to the Federal Reserve, the central bank recalibrated bank leverage rules to address dealer liquidity constraints in
• MarketWatch: Inflation Outpaces Wage Growth as Purchasing Power Erodes: 📊 Inflation continues to outpace wage growth across the economy. According to a report from MarketWatch, the ongoing gap between pay and inflation is prompting workers to switch jobs to secure higher
• Fed Preferred Inflation Gauge Cools Below Expectations in August: A softer read on inflation just shifted Fed rate expectations. 📊🪙 According to reports from Reuters and other outlets, the Federal Reserve's preferred inflation gauge cooled below expectations in
• Precious Metals Margin Report: Week of October 2, 2026: Weekly retail precious metals premium update. 📊🪙 Here are the latest margin numbers for the week of October 2, 2026: • Gold 1 oz government-minted coin premiums moved down to 0.4% (1 oz Gold Coins
• REAL MONEY Playbook Now Available at TBR Book Bar in Fruita: Copies of REAL MONEY: A Precious Metals Playbook for Every Generation have arrived in Fruita 🪙 You can find the book on the shelf at TBR Book Bar at 242 South Mulberry St. If you visit, pick up a
• Real Money in a Digital World: A perspective on tangible assets in an increasingly digital landscape. 🪙📊 In the book "REAL MONEY," the author writes in the chapter "Real Money in a Digital World": "The digital evolution of the
• Weekly Precious Metals Margin Report: October 1, 2026: A look at retail premium spreads across the market for the week of October 1, 2026. 📊🪙 Premiums across the grid are currently lowest in the 1 oz government-minted category, at 0.5% for gold (1 oz
• CFTC Data Shows Managed Money No Longer Driving Price Moves: A notable shift in futures market positioning. 📊 According to CFTC Commitment of Traders data reported by SchiffGold on September 28, 2026, managed money is no longer driving price moves. The COT
• Comex Cancels 400-Ounce Gold Contract as Silver Demand Strengthens: Structural changes are underway at the Comex 📊🪙 Comex has cancelled its 400-ounce gold contract as silver demand strengthens, according to reporting from Seeking Alpha. The adjustment alters
• Gold Fields Poised to Take Control of Northern Star: A significant development in global gold mining consolidation. 📊 According to Forbes, Gold Fields is poised to take control of Australia-based Northern Star. The transaction marks a potential major
• Precious Metals Margin Report: Week of September 30, 2026: Here is where physical coin premiums stand for the week of September 30, 2026. 📊🪙 One-ounce government-minted gold coin premiums dipped to 0.2% over spot, listed at $4,166.70 at Bullion Exchanges.
• Precious Metals Update: Gold and Silver Morning Levels for September 30: 📊 Morning Metals report for Wednesday, September 30, 2026. Gold is trading at $4,195.00 (down 2.02% today), with a session range of $4,146.20 to $4,281.50. Silver is at $61.11 (down 4.81% today)
• Bank of Japan Signals Readiness for Further Rate Hikes: Central bank policy is back in focus. 📊🪙 Minutes from the Bank of Japan show policymakers are prepared to pursue further interest rate hikes to keep inflation at its 2% target. Shifts toward
• Bullion Premium Report: Week of September 29, 2026: Retail bullion margin update for the week of September 29, 2026. 📊🪙 Here are the latest figures on government-minted coin premiums: • Gold 1 oz: Premium moved up to 0.8% (Maple Leaf 1 oz at
• First Majestic Addresses Cash Reserves and Physical Silver Shortages: Key updates from the mining sector on supply and producer balance sheets. 📊🪙 At Mining Forum Americas 2026, First Majestic Silver addressed company growth, cash reserves, and physical silver
• Hecla Mining Targets Over 20 Million Ounces of Silver Production: 📊 Key operational data from the primary silver sector. According to Yahoo Finance, Hecla Mining is targeting over 20 million ounces of silver production while building cash on a debt-free balance
• Major Chinese Banks Restrict Retail Leveraged Gold and Silver Trading: A notable regulatory shift in overseas precious metals derivatives. 📊🪙 According to FXStreet, major Chinese banks are ending retail leveraged gold and silver futures trading. The restriction curbs
• Morning Metals Update: Gold and Silver Move Lower on Tuesday: Morning Metals update for Tuesday, September 29, 2026. 📊🪙 Gold is down 2.82% today at $4,156.70, moving within a range of $4,146.20 to $4,281.50 after tracking lower overnight from $4,277.20. Silver
• Silver Falls 5% as Technical Momentum Indicators Turn Bearish: A notable move in the silver market today 📊 According to FXStreet, silver prices dropped 5% as momentum indicators shifted into bearish territory. The decline highlights a rapid deterioration in
• Gold Retreats Below $4,200: Key Drivers and the Week Ahead: Gold pulled back below the $4,200 level to open the week. 📊🪙 The metal fell from $4,331.90 on September 22 to $4,155.50 on September 28, posting sharp single-day losses. Several factors are
• Morning Metals Update: Gold and Silver Move Lower on Dollar and Yield Strength: Precious metals update for Monday, September 28, 2026. 📊🪙 Gold is down 4.29% to $4,146.20, trading between $4,146.20 and $4,331.90. Silver is down 6.64% to $61.44, spanning a daily range of $61.44
• Precious Metals Margin Report: Week of September 28, 2026: Weekly retail bullion premium breakdown for the week of September 28, 2026. 📊🪙 Gold 1 oz government-minted coin premiums were flat at 0.3%, with a 1 oz Krugerrand listed at $4,140.25 at SD Bullion.
• Gold ETF Holdings Reach Seven-Month High Despite Peak Real Rates: Gold ETF holdings have reached a seven-month peak. 📊🪙 Market reporting shows gold ETF positions expanded to a seven-month high, occurring even as real interest rates reached a more than 20-year
• Precious Metals Margin Report: Week of September 24, 2026: A look at current retail precious metals premiums. 📊🪙 Here is the Margin Report for the week of September 24, 2026: • Gold 1 oz government-minted coin premiums held flat at 0.1% (1 oz American Gold
• Chinese Gold Imports Hit Record High as Prices Hold Steady: A look at the latest physical demand numbers. 🪙📊 Gold prices are holding steady as Chinese gold imports reached a record high, according to Yahoo Finance. These import levels highlight sustained
• COMEX Silver Vaults See 7 Million Ounce Outflow: A notable physical delivery development in the silver market. 📊🪙 According to reporting from Seeking Alpha, seven million ounces of silver left COMEX vaults last week alongside a spike in contract
• Commercial Hedgers Hold Outsized Short Positions in Gold, Silver, and Copper: A notable development in futures market positioning. 📊🪙 According to reporting from VT Markets, commercial hedgers currently hold outsized net short positions across gold, silver, and copper. These
• Nevada King Adds Physical Gold Bullion to Corporate Treasury: A notable development in corporate treasury management. 📊🪙 Nevada King has announced gold bullion holdings as part of its treasury management program. According to reporting from TradingView on
• Federal Reserve Raises Benchmark Interest Rate for First Time in Three Years: A notable policy shift from the Federal Reserve. 📊🪙 The central bank has raised its benchmark interest rate for the first time in three years. According to reports from CBS 19 and other outlets
• Global Equity Outflows Hit Nine-Month High on Inflation Concerns: 📊 Capital flows are signaling renewed caution across global markets. Global equity fund outflows reached a nine-month high amid rising inflation concerns, according to financial reporting from
• Gold and the U.S. Dollar Rally Simultaneously: An unusual alignment in the markets today. 📊🪙 According to FXEmpire, both gold and the U.S. dollar rallied simultaneously. This concurrent rise is a notable market occurrence, as the two assets
• Interest Rate Increases and Geopolitical Drivers in Focus: 📊 Key macroeconomic drivers are shifting as global events develop. According to The New York Times on September 18, 2026, a rise in interest rates has been driven primarily by the war in Iran. Shifts
• JPMorgan Silver Projection and Industrial Demand Data: 📊 Institutional forecasts are showing a notable divergence from physical demand trends. According to reporting from AD HOC NEWS on September 20, 2026, JPMorgan issued a call for silver at 85 dollars.
• Nano Silver Market Projected to Reach $20.77 Billion by 2035: A look at long-term projections for specialized silver demand. 📊🪙 According to reporting from EIN News, the global nano silver market is projected to expand from $5.399 billion in 2025 to $20.77
• Bank of Japan Poised to Lift Interest Rates to 31-Year High: 📊 Global central bank policy is shifting in Asia. The Bank of Japan is poised to increase interest rates to a 31-year high. Major policy shifts by international central banks alter interest rate
• Goldman Sachs Holds Gold Forecast at $5,400 Despite Fed Rate Hike: Goldman Sachs is keeping its gold outlook steady following recent central bank action. 📊🪙 According to reporting from investingLive, Goldman Sachs maintained its gold forecast at $5,400 despite a
• How Dealers Calculate Scrap Jewelry and Bullion Buybacks: Certain storefronts will quietly pocket thirty percent of your metal's value before you finish setting it on the counter. 🪙📊 Bullion carries published buyback spreads, where honest shops pay two or
• Physical Gold vs. Gold ETFs: Key Differences in Risk and Access: A lot of investors buy a gold ETF thinking they own the metal, but what they hold is paper tracking the spot price. 🪙📊 With an ETF, you gain convenient exposure to trade price swings directly from a
• The Reality of MS-70 Graded Bullion and Retail Markups: Late-night TV broadcasts frequently market modern bullion graded MS-70 in vault boxes, often carrying markups of around 300%. 🪙📊 While television sales pitches present MS-70 grades as rare finds
• Gold Miners Prioritize Shareholder Returns Over New Projects: 📊 A notable shift in capital allocation is underway among major gold producers. Major gold mining companies are distributing record cash to shareholders instead of investing in new mine development
• Federal Reserve Raises Rates to 3.75%-4.00% Range: The Federal Reserve has announced its latest interest rate decision. 📊🪙 In a unanimous vote to address persistent inflation, the central bank raised interest rates by a quarter percentage point to a
• Real Money Is Officially on Physical Bookshelves: My book, Real Money, is officially hitting a real physical shelf in a physical bookstore. 🪙 Most people go through life swiping cards, tapping phones, and trusting digital entries, assuming they will
• Trump and the Federal Reserve on Collision Course Over Interest Rates: A developing policy dispute is drawing attention across precious metals markets. 📊🪙 According to reporting from NBC News, Donald Trump and the Federal Reserve are on a collision course regarding
• REAL MONEY: A Precious Metals Playbook for Every Generation will be on shelf at TBR Book Bar: Copies of REAL MONEY: A Precious Metals Playbook for Every Generation have arrived in Fruita 🪙 You can find the book on the shelf at TBR Book Bar at 242 South Mulberry St. If you visit, pick up a
• CME Group Launches 24/7 Silver Futures Trading: A major operational shift for precious metals markets. 📊 According to reporting from Pluang, CME Group has officially launched 24/7 silver futures trading. The offering expands market access
• Commodity Breakouts and Potential Inflation Risks: 📊 Commodity markets are breaking out, bringing renewed focus to inflation risks. Broad commodity breakouts can signal emerging inflationary pressures, a development closely monitored across financial
• Crude Oil Gains Add to Inflation and Recession Concerns: Energy markets are signaling renewed macro pressure. 📊 Crude oil prices have extended gains as the Middle East conflict expands and global inventories shrink. These surging energy costs are
• Understanding Mail-in Gold Envelope Payouts and Melt Value: Turning unwanted gold into cash through the mail often comes with hidden trade-offs. 🪙💰 Prepaid mailer envelopes frequently return roughly twenty percent of an item's actual melt value, capturing an
• Weekly Margin Report: Gold and Silver Coin Premiums for September 15, 2026: 📊 Here is the physical precious metals margin update for the week of September 15, 2026. 🪙 Premiums across both metals have reached their lowest levels in the 1 oz category, led by 1 oz silver
• 10-Year Treasury Yield Approaches the 5% Level: 📊 A notable benchmark is back in focus. The 10-year Treasury yield is approaching 5%, a level last touched in October 2023. According to market strategists reported by CNBC, the underlying drivers
• Fed Independence and Interest Rate Policy Under Scrutiny: Federal Reserve policy decisions remain central to precious metals markets. 📊🪙 Reporting from The Detroit News highlights emerging questions over whether Fed Chair Warsh will defy President Trump
• Precious Metals 101: Gold vs. Silver: the Gold Guy breaks down the core structural differences between gold and silver investing, how to read the gold-to-silver ratio, and how to think about premiums.
• Spotting Counterfeit Gold and Silver Coins: A step-by-step walkthrough of non-destructive tests you can do at home to check a coin: weight checks, magnet testing, acoustic ping tests, and caliper measurements.