#geopolitics

8 posts

gold Aug 8, 2026

The Hormuz 'Deal' Markets Are Celebrating Isn't a Deal. It's a Toll Fight.

Iran wants 5-7% of every cargo's value to reopen the Strait of Hormuz. Shipping insiders say the deal can't actually work. Gold priced in peace anyway.

gold Aug 5, 2026

Peace Broke Out in the Middle East. Gold Went Up Anyway.

A Hormuz deal should have killed gold's fear premium. Instead gold climbed toward $4,200, because the real driver was never fear — it's the Fed.

gold Jul 24, 2026

Oil Just Hit $100. Gold Fell Anyway. Here's Why That Should Worry You More.

Middle East tensions pushed Brent crude above $100, but gold dropped 2% while silver climbed — a divergence that says more about the Fed than about safe havens.

gold Jul 23, 2026

China Just Bought the Most Gold Since 2023. Retail Is Finally Catching Up.

The PBOC's biggest gold purchase since 2023 landed in the same week as a Middle East flare-up. One of these drivers matters a lot more than the other.

gold Jul 18, 2026

The Safe-Haven Paradox: Gold and Silver Are Falling in a War

Oil is near $90, Iran closed the Strait of Hormuz, and gold still can't hold $4,000. Here's why the 'safe haven' isn't behaving like one.

gold Jul 16, 2026

There's a Shooting War and Gold Is Down 5.6%. Explain That.

The U.S. is bombing Iran for a fifth straight day and the Strait of Hormuz is closed. Gold is down 5.6% this month anyway. Here's why.

gold Jul 8, 2026

Gold Fell the Day Tankers Got Hit in the Strait of Hormuz. Let That Sink In.

The U.S. struck Iran, two tankers got hit in the Strait of Hormuz, and gold went down. Silver slipped below $60. Here's why 'safe haven' isn't what you think it is.

gold Jul 5, 2026

China Just Bought Gold for the 19th Straight Month. That's Not an Investment Thesis — It's a Vote of No Confidence

China added to its gold reserves for the 19th consecutive month while Turkey sold gold to prop up the lira. Same asset, opposite signal.