#524 ART - Governments Are Moving The Metals, Not Markets
Prices don’t go vertical without a deeper story—and right now, gold and silver are telling us where trust is flowing. We unpack the surge with a straight look at why physical is tightening, why export controls matter more than headlines, and how de-dollarization moved from theory to policy. From Russia calling dollars “candy wrappers” to China restricting silver and building storage, we connect the dots that turned a commodities rally into a revaluation of collateral across the system.
We also get practical. Mint delays, Costco limits, and backed-up wholesalers aren’t rumor mill fodder…
The skinny
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