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Daily Dispatches

Brien Lundin: How does it feel to be right?

Section: Daily Dispatches

By Brien Lundin
Gold Newsletter / Golden Opportunities
Metairie, Louisiana
Monday, November 10, 2025

I opened this year's New Orleans Conference by asking the assembled crowd a direct question: "How does it feel to be right?"

As I then explained, gold's historic bull market was proving us correct in every one of our long-held, often-disparaged views.

To wit: The simple fact that decades of ever-easier money and ever-larger debt would lead to much more rapid depreciation of fiat currencies.

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BIS gold swaps hold steady in October

Section: Daily Dispatches

4:50p ET Sunday, November 9, 2025

Dear Friend of GATA and Gold:

GATA consultant Robert Lambourne calculates tonight that the volume of gold swaps undertaken by the Bank for International Settlements remained nearly unchanged in October, 53.5 tonnes against the 54 tonnes reported for September.

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Jesse Colombo: Why gold's bull market is still young

Section: Daily Dispatches

By Jesse Colombo
TheBubbleBubble.Substack.com
Sunday, November 9, 2025

I'm a fan of finding and using unique ways to value assets to determine whether they are cheap or not. In the case of precious metals and other commodities, this isn't as straightforward as it is with assets like stocks, bonds, or real estate, where you can use simple metrics such as price-to-earnings or price-to-book value ratios.

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GATA is gaining in the struggle over gold and silver but needs your help to win

Section: Daily Dispatches

11:50a ET Sunday, November 9, 2025

Dear Friend of GATA and Gold:

While monetary metals prices stand near record levels, their recent smashdowns in the futures markets show that the struggle against market manipulation isn't over. We're gaining but we haven't yet won.

GATA long has been and remains at the forefront of the struggle, as you may see from your secretary/treasurer's presentation last week at the New Orleans Investment Conference:

https://www.gata.org/node/24226

Alaska’s new mining rush chases something more coveted than gold

Section: Daily Dispatches

By Jon Emont and Angela Owens
The Wall Street Journal
via MSN News, Redmond, Washington
Saturday, November 8, 2025

ESTER, Alaska -- At a mining site here, Rod Blakestad cracked open a shiny rock with his pick. He found quartz, a sign that the rock may contain gold.

But Blakestad, a veteran gold hunter, tossed the rock aside. He and his team of geologists were searching for something even more sought-after: antimony, an obscure element widely used in the defense industry that is now at the center of the bitter U.S.-China trade fight.

Vietnam is trying to get tons of hoarded gold back into circulation

Section: Daily Dispatches

By Nguyen Dieu Tu Uyen and Francesca Stevens
Bloomberg News
Thursday, November 6, 2025

For weeks, 67-year-old Le Thi Minh Tam has been scouring Hanoi for gold to give her son at his upcoming wedding, battling long queues outside shops whose stock sells out fast.

"I'm getting worried, as I still don't have enough," Tam says with a sigh. "They don't sell gold bars anymore, only gold rings with a very limited amount for each customer."

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U.S. adds silver and copper to 'critical minerals' list

Section: Daily Dispatches

By Leslie Hook
Financial Times, London
Thursday, November 6, 2025

The U.S. Department of the Interior has added copper, silver, and metallurgical coal to its list of "critical minerals," increasing the likelihood that these materials could be included in future tariff policies.

Gold's rally looks huge but ranks only third in last 50 years

Section: Daily Dispatches

By Clyde Russell
Reuters
Thursday, November 6, 2025

Gold's recent retreat from a record high has led to questions as to whether the precious metal has run out of steam and is due for an extended period of sideways trading, as has happened in the past.

It's certainly the case over the last 50 years that whenever gold has enjoyed a surge in prices it has then suffered long periods where it has generally trended weaker.

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GATA's Ed Steer isn't spooked by a 'manufactured correction' in silver

Section: Daily Dispatches

10:28p CT Wednesday, November 5, 2025

Dear Friend of GATA and Gold (and Silver):

Jesse Day of the Commodity Culture channel at YouTube today interviewed GATA board member Ed Steer, publisher of Ed Steer's Gold and Silver Digest, about the recent price action in silver, which Steer calls a "manufactured correction." He believes it was just a preface to a sharper rise in price. The interview is 36 minutes long and can be viewed here:

China's offer to store foreign gold is accepted by Cambodia

Section: Daily Dispatches

From Bloomberg News
Wednesday, November 5, 2025

Cambodia is set to become one of the first countries to store gold with China, according to people familiar with the matter, marking early progress in Beijing's push to develop as a global bullion hub.

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