While commodity prices were volatile at the end of January, precious metals, oil, and industrial metals all posted gains for the month, and as volatility subsides, gold and other key commodities will enjoy supportive fundamentals, according to Dominic Schnider, Head of Commodities & APAC Forex CIO at UBS Wealth Management.
“Precious metals prices, while volatile, rose in January as political, geopolitical, and economic uncertainties drove ‘safe-haven’ demand,” Schnider wrote in a commodity update on Monday. Continue reading
I feel quite exasperated right now. Everyone knows that the economic numbers that federal bureaucrats in Washington are feeding us each month are fraudulent. It has been that way for a very long time. The employment numbers are a perfect example of this. Every month they give us a headline number that looks pretty good, and then months later they revise it much lower when nobody is paying attention.
In January 1933, a farmer named Wallace Kramp was about to lose everything. A lender in Wood County, Ohio was foreclosing on his farm over an $800 mortgage he couldn’t pay.
I am constantly amazed at how long America has simply plodded along accepting the manner in which the U.S. government constantly pushes for more GDP growth that never seems to quite ever benefit them nearly as much as it benefits those in power and at the top of Corporate America, in large part due to the Federal Reserve’s numerous financial schemes and scams derived from printing excessive amounts of money and facilitating high inflation and its manufactured boom and bust cycles.
Xi’s plan to position China’s currency, the yuan, for “international trade, investment, and foreign exchange” is perfectly matched to Trump’s plan to destroy the dollar for all of those same purposes. Thanks to the Trump Tariffs against all nations, China is on the road to becoming the alternate trading partner in the United States’ former lead position with a currency big enough to match the dollar’s old role. 
Gold’s violent pullback has rattled latecomers to the trade, but for long term investors it may be the last deep breath before a speculative sprint toward $10,000. With forecasts for four and even five digit prices colliding with algorithm driven calls for a parabolic spike, the real question is not whether to own gold, but how to position across miners and ETFs before the next leg higher.
We just got a massive dose of trade whiplash, as the U.S. trade deficit in goods and services rocketed up 95 percent in November 2025, hitting $56.8 billion. That huge spike, according to the latest data from the Commerce Department, completely undoes the previous month’s perceived progress and proves just how volatile President Trump‘s tariff strategy has made the global economy.
