Gold Reclaims Reserve Status, Central Banks Reverse 1900s Dollar Shift, Silver Rally

Gold Reclaims Reserve Status, Central Banks Reverse 1900s Dollar Shift, Silver Rally

And We Know:   5-3-2026

Ever feel like the financial ground beneath our feet is shifting? Global economies are constantly evolving, and a recent discussion from And We Know Official offers a compelling look at the shifting role of gold and silver in this dynamic landscape.

The video delves into how central banks and individual investors alike are reconsidering these precious metals as anchors in an era of economic uncertainty and policy changes.

The conversation begins by tracing a pivotal moment in financial history: the 1971 Nixon administration’s decision to close the gold window.

This move fundamentally transformed the global financial system, transitioning the world from a gold-backed currency to a system based on fiat money.

 This shift paved the way for the rise of the petro-dollar and, significantly, contributed to the boom-and-bust economic cycles we’ve witnessed ever since. For decades, particularly through the 1980s and 1990s, the U.S. economy displayed remarkable strength, leading central banks to significantly reduce their gold holdings, largely favoring the U.S. dollar as the premier safe-haven asset.

However, the 2008 financial crisis marked a profound turning point. It exposed systemic vulnerabilities within the global financial architecture, prompting central banks to critically re-evaluate their reserve strategies.

 What followed was a noticeable — and accelerating — trend: a reallocation of reserves back into gold. This movement has only intensified in the face of ongoing global geopolitical tensions and a mounting global debt crisis.

 The speakers highlight a significant development: gold has now surpassed the U.S. dollar as a top reserve asset worldwide, signaling deep underlying economic concerns that may not always be apparent on the surface.

What’s driving this resurgence? The discussion points to declining volatility in both gold and silver markets as a positive indicator, reflecting growing investor confidence and a strengthening fundamental base for these assets.

 Financial visionary Ray Dalio’s insights are particularly pertinent here, as he explains the historical playbook for governments facing financial crises: massive money printing to devalue currencies, which inevitably leads to inflation.

In such an environment, tangible assets like gold and silver naturally emerge as reliable stores of value and crucial hedges against currency devaluation, protecting purchasing power.

Beyond the purely economic factors, the video touches upon broader cultural and political conversations surrounding monetary reform and the future of financial power structures. In light of these significant shifts, the speakers encourage individual investors to thoughtfully consider allocating a portion of their funds into precious metals. It’s presented as a strategic response to the ongoing economic challenges and uncertainties that define our current global climate.

https://www.youtube.com/watch?v=aIpaGoHmiQ8

https://dinarchronicles.com/2026/05/02/and-we-know-gold-reclaims-reserve-status-central-banks-reverse-1900s-dollar-shift-silver-rally/

The New Gold Monetary System Is Already in Place (Most People Missed It) | Stephen Leeb

The New Gold Monetary System Is Already in Place (Most People Missed It) | Stephen Leeb

Miles Franklin Media:  5-2-2026

Andy Schectman, CEO of Miles Franklin Precious Metals and host of Little by Little, sits down with Stephen Leeb, Economist, Money Manager & NYT Bestselling Author, to break down the math behind a potential gold revaluation and why a global monetary reset may already be underway.

 Is gold massively undervalued? Leeb argues that decades of suppression, combined with unsustainable global debt and a shifting financial order, could force a dramatic repricing of gold – potentially to levels most investors aren’t prepared for.

At the same time, a new monetary system may already be forming… outside the U.S.-led framework.

In this episode of Little by Little:

The math behind the $18,000 gold scenario

Has gold been suppressed for decades?

Why a monetary reset may be inevitable

The role of central banks and global debt

Is a new gold-backed system already emerging?

Why most investors are missing the bigger picture

00:00 Coming Up

01:26 Introduction

04:43 China Gold New Era

06:01 Gold Spiritual Power

10:55 America After 1971

25:17 Hypersonic Wake Up

30:40 New Gold Standard Build

33:37 China Vault Network

38:37 US China Deal Window

40:37 China Consumer and Gold

50:39 Gold Price Target Logic

54:31 Personal Gold Strategy

56:59 Gold Beats Deflation Too

01:01:29 Closing Thanks and Signoff

https://www.youtube.com/watch?v=QwaSoB2rfVk

Why the Fed Regards Gold as an 'Existential Threat' - James Grant

Why the Fed Regards Gold as an 'Existential Threat' - James Grant

Kitco News:  5-2-2026

As the U.S. debt hits 100% of GDP and the 30-year Treasury yield nears the 5% mark, the bond market is finally forcing Washington’s hand.

 In this deep-dive interview, James Grant, founder of Grant’s Interest Rate Observer, joins Jeremy Szafron to discuss why the Federal Reserve now regards gold as an "existential threat" to its discretionary power.

Grant warns that the current era of "Fiscal Dominance" means the Treasury’s interest bill is increasingly limiting what monetary policy can actually achieve.

We explore the hidden "time bomb" in the $30 trillion private credit market, where stripped-away covenants and opaque "marks" have created a cycle that Grant believes must end in a "gale of fear".

From the AI CapEx bubble to the 91-year debasement of the dollar, this is a masterclass in credit discipline and monetary history.

00:00 Inflation Meets Bonds: The 5% Warning

 00:54 Fiscal Dominance: Is the Treasury Running the Fed?

03:29 The Private Credit Time Bomb

04:05 Insurance Risk: Private Equity’s New Play

07:24 The Erosion of Covenants and Opaque Marks

10:18 LMEs: The "Extend and Pretend" Peak

12:38 The AI CapEx Bubble: Bubble vs. Use Case

17:02 Tech Cycles: Lessons from Railroads & Fiber Optics

19:44 Dollar Liquidity and the Fed’s Next Trap

24:18 The 91-Year Debasement Trade: Gold $4,500

28:55 Silver: Industrial Demand vs. Monetary Value

42:39 Why the Fed Hates Gold: The Hard Limit

https://www.youtube.com/watch?v=6-E9bTSuj0o

Dr. Scott Young: A Gold Backed Currency is Coming to End the Fed

Dr. Scott Young: A Gold Backed Currency is Coming to End the Fed

5-2-2026

Can we end the Fed while the Fed Chair is on the way out?

Why does Trump call Powell Too Late?

Does Trump know the Fed is dying?

What happens to the American Dollar?

What is Sound Money?

What is a Gold Backed Currency?

What does it mean to End the Fed?

In an insightful discussion, Dr. Scott Young delves into the significant shifts and controversies surrounding the Federal Reserve, particularly as leadership changes loom. His recent video offers a compelling look at the present and future of U.S. monetary policy, sparking vital questions about its independence and impact on both domestic and international stages.

The video highlights a pivotal moment for the Federal Reserve with Jerome Powell’s anticipated departure as Fed Chair.

This isn’t just a routine transition; it signals potential upheaval, underscored by what the discussion frames as unprecedented scrutiny and challenges to the Fed’s autonomy.

Dr. Young emphasizes that this pressure reveals a certain fragility in the institution’s independence – a principle long considered crucial for shielding monetary decisions from political influence. The erosion of this independence, the video warns, could significantly risk public trust and economic stability.

A core theme explored is the paramount importance of a politically neutral central bank. For decades, the Fed’s ability to operate without bias has been presented as fundamental to the U.S. economy’s strength and its reputation as a global financial powerhouse.

This neutrality is essential for managing interest rates consistently, controlling inflation effectively, and navigating economic cycles with a steady hand. The video, reflecting a tone of concern, suggests that current leadership and policies may be failing to uphold these foundational principles, leading to frustration among observers.

Beyond U.S. borders, the discussion illuminates the far-reaching geopolitical consequences of American monetary policy. Decisions made at the Fed and Treasury can impact global economies and stability, illustrating how central banking actions can have unintended, yet significant, international repercussions. This broad influence underscores the intricate connection between domestic financial strategies and the wider world.

A major focus of Dr. Young’s commentary is inflation, presented as a direct outcome of the Fed’s substantial monetary supply expansion. Since 2020, trillions of dollars have reportedly been injected into the financial system. This flood of liquidity, the video argues, has outpaced genuine economic growth, creating inflationary pressures that diminish consumer purchasing power and introduce considerable economic uncertainty for everyday citizens.

In response to these perceived issues, the video champions a radical proposal: a call to “end the Fed” and adopt a gold-backed U.S. Treasury note system.

 This perspective reflects a growing movement that questions the efficacy of fiat money and current central banking practices. Advocates for a gold standard argue it would reintroduce monetary discipline, curb unchecked currency printing, and potentially reduce national debt by anchoring currency value to a tangible asset.

 Such a monumental shift would undoubtedly have profound implications for inflation management, debt resolution, and the overall stability of the economic system.

Finally, the discussion strongly emphasizes accountability, suggesting that central banking practices have contributed to a massive debt burden without delivering commensurate economic benefits. By proposing a currency overhaul that aims to eliminate this debt, the video advocates for a fundamental restructuring of the financial system.

The ultimate goal, as presented, is to restore transparency, responsibility, and long-term sustainability to the nation’s economic framework.

Dr. Young’s video offers a critical commentary on the current state of the Federal Reserve, its leadership, and the broader ramifications of its policies, while advocating for fundamental reforms to safeguard economic health.

https://www.youtube.com/watch?v=j-Up7BoT0Gs

Gold Telegraph: The World is Waking up to the Importance of Sound Money

Gold Telegraph: The World is Waking up to the Importance of Sound Money

“Congress needs to acknowledge its error in not preserving the value of America’s currency…”
– @judyshelton

Brilliant article. The world is waking up to the importance of sound money.

https://www.wsj.com/opinion/kevin-warsh-and-the-erosion-of-the-dollar-8db02a25

BREAKING NEWS: CHINA’S IMPORTS OF SILVER SURGED TO AN ALL-TIME HIGH IN MARCH

Nothing to see here…

“The world’s biggest silver consumer imported around 836 tons last month…”

Source: https://www.bloomberg.com/news/articles/2026-04-20/china-s-silver-imports-jump-to-record-on-retail-and-solar-demand

A $4 BILLION DEAL ANNOUNCED IN FINLAND.

Massive news to start the week.

Agnico Eagle is acquiring Rupert Resources for C$2.9 billion.

This is a three-deal consolidation:

• Rupert (~C$2.9B)
• Aurion Resources Ltd. (~C$481M)
• B2Gold Corp. JV stake (~US$325M)

Total: ~C$4 billion to control a district

What are they are buying?

• Full control of the Ikkari system (3.5Moz)
• Integration with Kittilä (3.3Moz reserves)
• A path to ~500,000 oz/year production

Agnico didn’t just buy Rupert.

They bought control of a gold district.

~2,500 km² in one of the most prospective belts in Europe.

That’s how the next generation of gold supply gets built…. @agnicoeagle

Dan Myerson recently helped lead Foran Mining to a nearly $4 billion deal… But I had to ask him what really pushed him to build something of his own. The answer goes back to a moment with one of the greatest mining entrepreneurs in history… Lukas Lundin.

A simple question changed everything: “What are you doing? When are you going to start building mines… creating real value?” That was the turning point. A conversation changed everything. “No guts, no glory.”

Watch on X:  https://twitter.com/i/status/2046222470462517251

~~~~~~~~~~

BREAKING NEWS: FEDERAL RESERVE CHIEF NOMINEE KEVIN WARSH CALLED FOR “REGIME CHANGE” AT THE U.S. CENTRAL BANK

Here we go… Boom.

“His plan for what he calls regime change at the Federal Reserve…”

Source: https://www.cnbc.com/amp/2026/04/21/kevin-warsh-fed-regime-change-senate-confirmation-hearing.html

~~~~~~~~~~

Something big is coming… A conversation you won’t hear anywhere else. I sat down with Judy Shelton at her home to discuss gold, Treasury trust bonds, gold-backed stablecoins, the Federal Reserve, and more.

The Authentic Judy Shelton: A Maverick Economist Takes on Washington

 The monetary system is being questioned… in real time. I sat down with Judy Shelton, a longtime advocate for sound money who challenged the system from the inside. My first documentary.

We cover:

• Gold’s return to the financial system

• Treasury Trust Bonds

• Fort Knox and the question of trust

• Stablecoins and the next evolution of money + much more.

This is about the future of money itself.

TIMESTAMPS:

(04:08) — Judy’s early career and how she first entered the world of sound money.

(04:40) — Her study of the Soviet collapse and what drew her to it.

(08:08) — How Judy’s book on the Soviet collapse connected her to Richard Nixon.

(11:42) — Nixon’s 1971 decision to end dollar convertibility into gold.

(12:06) — How ending Bretton Woods reshaped the global financial order.

(13:20) — Did 1971 fundamentally change the nature of money?

 (14:09) — Judy’s first meeting with Paul Volcker in 1994.

(14:22) — Volcker’s role in ending 1970s inflation and the Bretton Woods anniversary context.

(15:46) — Did the world trade monetary discipline for flexibility after leaving gold?

(18:56) — Could digital finance help enable a common global unit of account?

(21:34) — Judy’s “solidus” idea and who could issue that type of stablecoin.

(25:52) — The belief that people deserve a more dependable reserve asset.

(26:17) — What Judy learned from her bruising 2020 Fed nomination fight.

 (33:00) — The Washington machine protecting the status quo.

 (33:40) — How Judy handled the attacks personally and how it affected her family.

(34:23) — Whether the Fed’s protection from scrutiny helped enable the inflation surge.

 (34:47) — Jerome Powell, accountability, and the absence of consequences.

(35:24) — Why calls for Federal Reserve reform are now coming from the highest levels.

 (36:58) — Who actually owns the Fed?

(38:15) — Fort Knox, transparency, and whether an audit is needed.

(39:35) — Would Judy support a live video walkthrough of Fort Knox?

 (40:34) — Could Treasury Trust Bonds inspire other sovereign nations to follow?

 (43:44) — Would America’s founders even recognize today’s monetary system?

(44:38) — The new Board of Peace and why Judy is interested in it.

(46:32) — Would Judy join the Board of Peace if asked?

 (46:38) — What is at risk if monetary reform never happens?

(48:11) — The battle never ends.

Watch on X: https://x.com/i/status/2047349653339877796

~~~~~~~~~~

The President of the United States said today that the world is becoming like a casino. I said it 5 years ago. Like always, I am way too early.

Source(s):  • https://x.com/GoldTelegraph_/status/2046000371810664856

https://dinarchronicles.com/2026/04/27/gold-telegraph-the-world-is-waking-up-to-the-importance-of-sound-money/

Why Central Banks Are STILL Dumping Dollars for Gold

Why Central Banks Are STILL Dumping Dollars for Gold

Notes From the Field By James Hickman (Simon Black/Sovereign Man)  April 22, 2026

In late February 2022, days after Russia invaded Ukraine, the United States responded by freezing billions of dollars of assets owned by the Russian government.

Whether or not that action was justified is beyond the point. US government bonds had long been considered the safest asset on earth. But every central banker on the planet learned an important lesson that day– US Treasury bonds were only safe as long as their country stayed on America’s good side.

Consequently, foreign governments and central banks began quietly moving a portion of their strategic financial reserves into assets that Washington could not freeze or sanction. And the most important of those assets was physical gold.

Within months, the collective buying of foreign central banks was running faster than at any point in modern history.

Compared to a previous baseline of about 650 metric tons per year in 2018 and 2019, central bank gold purchases jumped to over 1,000 tons starting in 2022.

It stayed there through 2023. It hit a record 1,100 tons in 2024. Even in 2025, when gold went parabolic to $4,500 an ounce and they could have paused or even taken profits, they were still net buyers of roughly 800 tons.

Holding Treasury bonds requires trusting that the US government  will not freeze their assets, will not weaponize the dollar, and will not run deficits large enough to force the debasement of the dollar itself.

None of those three conditions holds anymore.

The United States ran a $2 trillion deficit last year— no recession, no economic crisis, no war, no bailouts. It was just business as usual. Congress won’t lift a finger to cut even the most blatant fraud and graft.

Consequently, the national debt is now pushing $40 trillion, with interest costs eating $1.2 trillion per year— nearly a quarter of total tax revenue. And foreigners are rapidly losing confidence.

In the first quarter of 2026, the dollar's share of global foreign exchange reserves fell 2.3 points, a quarter of the previous decade's entire decline in ninety days. Non-dollar transactions gained ground quickly on the SWIFT payment network, rising from 18% to 31% in the Middle East and from 35% to 42% in Asia.

And for the first time since 1996, the world's central banks now hold more gold than they hold US Treasury securities.

The big picture is that foreign governments are setting up for a new monetary order, one in which physical reserves matter more than paper promises from Washington.

So governments are securing as many physical reserves as they can. 

It’s not just gold, either. Energy, fertilizer, industrial metals, and shipping are all getting the same treatment as gold: repatriated, stockpiled, or rerouted to suppliers inside friendly borders.

Countries across the Western Hemisphere are rebuilding domestic production for fuel, uranium, copper, and food, because they can no longer count on the old, postwar order to deliver the goods on schedule at a price they can live with.

We can already see the early signs– the same loss of trust that has driven central banks to buy so much gold is starting to lead to bulk buying of other real assets… which means that the prices of these strategic resources will likely rocket higher.

This means that the companies which produce those real assets (as well as their shareholders) are likely set to make a LOT of money in the future. 

With assets like gold or silver, you could buy the metals outright. But today that means paying near all-time highs. 

In our analysis it’s a much better deal to own the companies that produce them. As real asset prices rise, margins expand and profits multiply. 

For example, gold has roughly tripled in three years. But one mining company we featured in Strategic Assets (Schiff Sovereign's monthly investment research service), is up 5x in the same period. And a silver miner we featured went up nearly 10x.

Energy, industrial metals, and shipping can offer the same leverage.

We look for profitable, well-managed real asset businesses with clean balance sheets and clear catalysts, trading at a low multiple of free cash flow, positioned to benefit from the exact shift central banks are already executing.

None of this makes us permabulls on gold, silver, or anything else. The environment is too volatile for certainty, and our edge is not in calling the next move. Our edge is applying the same disciplined criteria to very well run businesses and adjusting when the facts shift. 

We chase returns, not attachment to any particular company or commodity.

And our approach has worked. Out of 20+ companies we have featured, one we sold at 10x and another at 6x, several current positions are up 2-4x, and only three are in the red. However we think those three have substantial upside from here.

To your freedom,  James Hickman   Co-Founder, Schiff Sovereign LLC

https://www.schiffsovereign.com/trends/why-central-banks-are-still-dumping-dollars-for-gold-155053/?inf_contact_key=cbbfc08c656f7335f081e6407c560cc6a86d4ea02565bdbf3e4c8b49b33caf0f

“Compression of Time”: Why Gold Moves Are Speeding Up | Wagner

“Compression of Time”: Why Gold Moves Are Speeding Up | Wagner

Kitco News: 4-17-2026

Gold and silver are entering a critical technical phase as volatility accelerates and market moves compress into shorter, more aggressive cycles.

After rallying from roughly $4,000 to $5,600, gold corrected sharply to $4,100 and is now attempting to reclaim key resistance near $4,900.

In this episode of Chart This, Gary Wagner, editor of The Gold Forecast, explains why $4,900 is the level to watch, noting that a breakout could open the path toward $5,100 and a potential retest of the highs.

He also points to the recent pattern of a lower high and lower low as a sign that the market is still in transition.

 Wagner also highlights what he calls a “compression of time” across commodities, where major price swings that once took years are now unfolding in weeks.

From silver’s 162% rally and sharp retracement to crude oil’s rapid spikes tied to geopolitical events, he outlines how extreme volatility is reshaping trading conditions.

Recorded April 16, 2026.

00:18 - Gold rally and correction setup

01:12 - Support vs resistance explained

03:49 - Momentum indicators and overbought signals

05:37 - Key gold breakout level at $4,900

06:19 - Silver outperforming gold rally

08:01 - Silver targets $80, $90 and $96 resistance

10:39 - “Compression of time” in markets

11:50 - Crude oil spikes on geopolitical shocks

 https://www.youtube.com/watch?v=tqK73ANJsVM

Gold Surges Back as Hormuz Reopens, 4 Major Signals to Watch Now

Gold Surges Back as Hormuz Reopens, 4 Major Signals to Watch Now

Daniela Cambone:  4-17-2026

In the world of finance, there is a fine line between optimism and reality. While main stream media often celebrates every new high in the stock market, seasoned veterans look beneath the surface to see what is actually propping up the numbers.

In a recent, sobering interview on The Daniela Cambone Show, produced by ITM Trading, 40-year market veteran Todd “Bubba” Horwitz shared a candid outlook that serves as a wake-up call for every investor. Bubba isn’t just predicting a dip; he’s warning of a systemic shift that could reshape the financial landscape as we know it.

To the untrained eye, the stock market looks invincible. However, Bubba points to a glaring red flag: the absence of institutional “smart money.”

According to Horwitz, the current rally to new highs is being driven almost entirely by retail investors. Trading volume has dropped significantly, suggesting that big banks and major institutional players are sitting on the sidelines—or worse, preparing to exit.

“It’s a fragile rally,” Horwitz warns, suggesting that once the big players decide to sell, the lack of support could lead to a 40% to 60% market correction within the next year. For those relying on 401(k)s and pensions, this isn’t just a statistic; it’s a potential retirement catastrophe.

While he is bearish on equities, Bubba is incredibly bullish on precious metals. Despite the recent equity rally, gold has shown remarkable resilience, rebounding from recent dips fueled by persistent inflationary pressures and geopolitical instability.

Bubba’s forecast? Gold could climb as high as $6,000 per ounce.

The reasoning is simple: Gold and silver act as the ultimate hedge against a crumbling fiat system. As inflation continues to erode purchasing power and the “disconnect” between market fundamentals and investor optimism widens, physical metals remain the only assets without counterparty risk.

The interview also touched on the global stage. While the ongoing conflicts initially sent shockwaves through the markets, Bubba notes that much of this fear is now “priced in.” He expects oil prices to decline as the initial fear premiums dissipate, though he remains highly critical of the “military-industrial complex.”

Horwitz argues that prolonged military engagements serve defense contractors at the expense of the taxpayer, further straining an already fragile domestic economy.

The overarching message of Bubba Horwitz’s interview is one of preparation. We are living in a period of unprecedented economic fragility, where the gap between “Wall Street” and “Main Street” has never been wider.

When the retail-driven bubble eventually bursts, those holding paper assets may find themselves with very few options. Bubba’s call to action is clear: Secure your wealth through physical gold and silver.

In an era of uncertainty, tangibility is your best defense.

https://www.youtube.com/watch?v=TEWENWfwMMU

The Real Reason France Took All Its Gold Back from the U.S.

The Real Reason France Took All Its Gold Back from the U.S. | Andy Schectman & Michelle Makori

Miles Franklin Media:  4-15-2026

Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, sits down with Andy Schectman, Founder & CEO of Miles Franklin Precious Metals, to break down why France quietly took its gold back from the U.S. and what it signals about trust, the dollar, and the global financial system.

Gold may still be trading below $5,000, but according to Schectman, the real story isn’t price – it’s what’s happening beneath the surface.

From central banks accelerating gold purchases to rising geopolitical fractures, systemic financial risks, and growing concerns around digital infrastructure, this conversation explores whether the world is already moving toward a new monetary order.

In this episode of The Real Story with Michelle Makori:

Why France repatriated its gold from the U.S.

The global trend of central bank gold accumulation

Declining trust in the U.S. financial system

Why “price is a tool of misdirection”

Gold vs Treasuries: the real shift in capital flows

Private credit risks and systemic fragility

AI, cybersecurity threats, and financial system vulnerability

Why gold is being positioned as a neutral reserve asset

What could trigger a full monetary reset

00:00 Introduction

03:19 France Took All Its Gold Back from the U.S.

04:59 Repatriation Trend Since 2017

12:51 Munich Trust Collapse Data

17:01 Paper Price Vs Physical Flow

23:20 What Breaks The System

 29:53 Petrodollar And Oil Fallout

35:50 Inflation Supply Shock

37:15 Dollar Trust Erodes

39:46 Private Credit Time Bomb

43:28 AI Cyber Risk Summit

53:47 Commodities Replace 60/40

57:44 Media Misses Delivery Signal

01:01:03 Gold Price Targets Wrap

https://www.youtube.com/watch?v=32NZvH37xeI

Wealth Transfer Underway: Central Banks’ Aggressive Move Into Gold

Wealth Transfer Underway: Central Banks’ Aggressive Move Into Gold

Lynette Zang: 4-14-2026

Central banks are aggressively moving into gold—and that’s not random.

 A global wealth transfer is already underway.

While most investors remain focused on stocks, real estate, and paper assets, central banks are quietly accumulating physical gold at record levels. What do they see coming?

In this video, Lynette Zang breaks down why gold is outperforming traditional markets, how inflation is eroding your purchasing power, why real estate may be overvalued, and what this wealth transfer means for you.

Chapters:

00:00 Gold & Silver Overbought vs 200-Day

01:00 Oil Spike vs Weak Stocks & Bitcoin

02:10 Paper Markets & Price Manipulation

04:40 Why TIPS Don’t Protect You

05:40 Real Inflation = Lost Purchasing Power

06:50 How to Actually Protect Wealth

08:20 Inflation Data Is Manipulated

 09:00 Housing Crash vs Gold Surge

12:00 Using Debt to Your Advantage

14:00 Currency Reset Strategy

https://www.youtube.com/watch?v=2bMb26sjajQ

Basel III and Gold: The Quiet Rule Change That Changes Everything

Basel III and Gold: The Quiet Rule Change That Changes Everything

Harlan Eugene Vance:  4-11-2026

Is gold money again?

Central banks and the world's most powerful financial institution—the Bank for International Settlements (BIS)—just quietly fundamentally rewired the entire global banking system.

While nobody was watching, they changed the rules.

 In this deep dive, we explore the "Basel III" regulations, specifically the Net Stable Funding Ratio (NSFR), which reclassified physical, allocated gold as a Tier 1, risk-free asset for banks.

This places physical bullion on par with cash and sovereign debt (like US Treasuries).

Why this matters to YOU: For decades, the system encouraged banks to hold "paper gold" (derivatives) while penalizing them for holding the real metal. This rule change flips that script.

By elevating physical gold to the highest tier of capital, regulators are admitting that paper promises are no longer enough to anchor the system in a world drowning in over $300 trillion of debt.

We break down:

The "Haircut" Removal: Why gold moved from a "risky" Tier 3 asset to "pristine" Tier 1.

The Squeeze on Paper Gold: How these rules make unallocated gold trading prohibitively expensive for bullion banks.

Central Bank Hoarding: Why Eastern nations (BRICS) are draining Western vaults of physical metal.

The Fiat Endgame: Why the elite architects of the financial system are preparing a "golden lifeboat" as inflation devalues sovereign bonds.

This isn't just a boring regulatory change; it is a tectonic shift in the definition of money and a signal that the ultimate backstop for the global economy is returning to its roots: hard, tangible, physical gold.

https://www.youtube.com/watch?v=eKUhPw60o9g

This is the Rally. You Do Not Sell – Bill Holter

This is the Rally You Do Not Sell – Bill Holter

By Greg Hunter’s USAWatchdog.com 

Financial writer and precious metals expert Bill Holter (aka Mr. Gold) says even though silver did not have a physical delivery failure (yet), nothing has changed for the better. 

Derivatives are still counted in the quadrillions, and debt is still enormous and unpayable for just about every country on Earth.

Mr. Gold says, “I can’t tell you from day to day what is going to come.  All I can do is tell you what the end game is going to be. 

The endgame is gold and silver can’t bankrupt in a world that is in the process of bankrupting. 

Gold and silver are God’s money.  They are physical assets.  Fiat currencies are debt outstanding, and those are manmade and they will collapse under their own weight.”

Gold and silver had a rough couple of months.  Silver was about cut in half, down from about $120 per ounce, and gold touched the 200-day moving average to about $4,000 an ounce, down from more than $5,500 an ounce. 

Mr. Gold called the bottom in both metals about 10 days ago.  Now, both are rising again in price.  Should people be afraid about buying gold and silver?  Holter says, “No, I don’t think you should be afraid of gold and silver at all.  They are your only exit out of the system.  It’s your way to get your capital out of the system. 

 As I said, the bottoms are in and, on this move, I can see gold running back to the old highs and silver going back to the old highs.  Michael Oliver was Jim Sinclair’s go-to guy for technical analysis of gold and silver. 

Michael Oliver came out a week ago and said silver could be $300 per ounce to $500 per ounce by the end of the year.  That is one hell of a call, but I could certainly see it happening.”

So, what happens if we have peace with Iran or it goes totally off the rails?  Mr. Gold says, “I am going to give you an answer that is going to be a surprise to you.  It does not matter.  You have to look at the endgame. . ..   This is the rally you do not sell, and the reason you do not sell is you might not be able to get back in. 

You have to look at the ultimate end of this game, and the ultimate end of this game is a complete and total collapse. 

What you want in a collapse of fiat currency is money that cannot bankrupt.  By definition, that’s gold and silver. 

When you are in a situation where debt is imploding and defaulting, you want to own what cannot default.  In the end, it will be a game of global default.  Call it a game of musical chairs.  You want to sitting in your chair holding your gold and holding your silver when everything else falls around you.” 

There is much more in the 35-minute interview.

Join Greg Hunter of USAWatchdog as he goes one-on-one with financial writer and precious metals expert Bill Holter/Mr. Gold as the endgame is locked in when the financial system begins a massive global default for 4.8.26.

https://usawatchdog.com/this-is-the-rally-you-do-not-sell-bill-holter/

Silver $180 & Gold $6,800 - David Hunter’s Metals Forecast 2026

Silver $180 & Gold $6,800 - David Hunter’s Metals Forecast 2026

Liberty and Finance: 4-4-2026

Elijah K. Johnson sits down with contrarian macro strategist David Hunter to break down the current markets and precious metals. Topics covered:

Why David believes the S&P, NASDAQ, and Dow could see historic rallies this quarter

Silver and gold targets: $180 silver & $6,800 gold this cycle

The next cycle: commodities, metals, and inflation opportunities

Why traditional passive investing may struggle in the coming bust

INTERVIEW TIMELINE:

0:00 Intro

1:30 Market update

11:21 Gold & silver price targets

18:00 Oil price

34:10 Last thoughts

24:30 Inflation cycle

https://www.youtube.com/watch?v=5iOFl2AHlIY