GATA

Jesse Colombo: An analysis of gold in different currencies

Section: Daily Dispatches

By Jesse Colombo
The Bubble Bubble Report
Tuesday, December 2, 2025

From time to time, I like to check in on gold priced in the major currencies, and these analyses have become some of subscribers' favorites. 

Though simple in theory, this approach is quite powerful and helpful because it often reveals insights that can't be gleaned from looking at gold solely priced in U.S. dollars, which is the default approach and by far the most common.

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Craig Hemke at Sprott Money: Goodbye to the 'double top' in silver

Section: Daily Dispatches

By Craig Hemke
Sprott Money, Toronto
Monday, December 1, 2025

Strong physical and futures demand has combined to create a short squeeze that has driven the silver price to new all-time highs. This is great, and we should enjoy the ride! 

That said, we need to address some of the misinformation being spewed on X as rationale for further gains.

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European Central Bank doesn't want Italy controlling its own gold

Section: Daily Dispatches

ECB Urges Italy to Reconsider Proposal on Central Bank's $300 Billion in Gold

By Giuseppe Fonte and Francesco Canepa
Reuters
Wednesday, December 3, 2025

ROME -- The European Central Bank has urged Italy to reconsider a parliamentary amendment asserting that the national central bank's gold reserves belong to the Italian people, a document published today showed.

Jan Skoyles: The cost of not holding gold is far higher than the cost of holding it

Section: Daily Dispatches

2:02p 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

Section: Daily Dispatches

1:47p 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

Section: Daily Dispatches

By 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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