Jan Skoyles: The cost of not holding gold is far higher than the cost of holding it
Submitted by admin on Tue, 2025-12-02 14:01 Section: Daily Dispatches2:02p ET Tuesday, December 2, 2025
Dear Friend of GATA and Gold (and Silver):
In commentary today GoldCore's Jan Skoyles argues that the cost of holding gold -- the supposed lack of yield -- is now far exceeded by the cost of not holding it, the cost of not having some asset outside an increasingly creaky financial system, the cost of not having some asset without counterparty risk.
Skoyles' commentary is six minutes long and can be viewed at YouTube here:
Jensen and Jubert review silver's increasingly desperate short squeeze
Submitted by admin on Tue, 2025-12-02 13:48 Section: Daily Dispatches1:47p ET Tuesday, December 2, 2025
Dear Friend of GATA and Gold (and Silver):
Financial bloggers David Jensen and GoldBroker's Cyrille Jubert today offer excellent and detailed analysis of what seems like an increasingly desperate short squeeze in silver.
Jensen's analysis is headlined "UBS Increases 2026 Silver Supply Deficit -- Is Silver About To Be 'Volkswagened'?" and it's posted at his site at Substack here:
Craig Hemke at Sprott Money: With silver, this time IS different
Submitted by admin on Tue, 2025-12-02 09:45 Section: Daily DispatchesBy Craig Hemke
Sprott Money, Toronto
Tuesday, November 2, 2025
After making new all-time intraday highs last week, there are all sorts of prognostications regarding what's next for the silver price. Let's discuss the most likely scenario today.
First and foremost, we need to establish that this time is different. The situation economically, monetarily, and physically is entirely different from 1980 and 2011.
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Silver extends record-breaking rally on tight global supplies
Submitted by admin on Mon, 2025-12-01 16:34 Section: Daily DispatchesYihui Xie, Preeti Soni, and Jack Ryan
Bloomberg News
via Yahoo News, Sunnyvale, California
Monday, December 1, 2025
Silver jumped to a fresh peak on Monday with traders placing speculative bets on ongoing supply tightness. Gold inched lower.
The white metal rose as high as $58.84 an ounce after soaring almost 6% on Friday. It has climbed for six consecutive sessions and has nearly doubled in value this year, outpacing the roughly 60% rally in gold.
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Brien Lundin: If metals correction isn't over, it almost is
Submitted by admin on Mon, 2025-12-01 16:18 Section: Daily DispatchesBy Brien Lundin
Gold Newsletter / Golden Opportunities
Metairie, Louisiana
Monday, December 1, 2025
I am never afraid to be wrong, and in this case I'll rejoice at the opportunity.
Over the last couple of weeks I have written that I expected the correction in the metals to last a little longer, perhaps to mid-December.
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U.S. runs biggest October budget deficit ever despite record tariff revenue
Submitted by admin on Mon, 2025-12-01 10:05 Section: Daily DispatchesBy Mike Maharrey
Money Metals Exchange, Eagle, Idaho
Sunday, November 30, 2025
The federal government took in a record amount of tariff revenue in October. It also ran the highest October budget deficit on record.
The Trump administration spent $284.35 billion more than it took in to kick off fiscal 2026. That was about 10% higher than last year's October deficit and about $200 million more than the previous October record set in 2020 during the pandemic lockdown era.
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