Bullion retail market (LCS news/reports/commentary)

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Why Gold Prices Surged to a Record High on Wednesday​

Key Takeaways​

  • Gold futures rose to a record high of more than $3,350 an ounce on Wednesday as stocks sold off after chip giant Nvidia warned its earnings would take a $5 billion hit from escalating tensions between the U.S. and China.
  • Gold prices have soared more than 25% so far this year, boosted by uncertainty about President Trump's tariff policies and the economic damage they could inflict.
  • Analysts with the World Gold Council believe central banks and investors are likely to continue driving up the price of gold as geopolitical tensions persist.
Gold prices rose to another record high on Wednesday as stocks tumbled after AI chip giant Nvidia warned its earnings would take a $5 billion hit from escalating tensions between the U.S. and China.

More:

https://www.msn.com/en-us/money/mar...n-wednemybsfsday/ar-AA1D3xG1?ocid=socialshare
 

BULLION DEALER AT BREAKING POINT? IMPACT OF GOLD & SILVER'S INCREDIBLE RISE! 📈​

Apr 18, 2025
In this video my bullion dealer and I discuss what it would take for him to close his coin shop. With gold at all-time record highs and silver's spot price starting to confirm gold's rapid rise, what is my coin shop dealer going to do? Tim Marschner of the Coin and Stamp Shop does not hedge any of his gold and silver positions, and he is regularly LOSING money as the spot price of precious metals quickly rise. Are current bullion market conditions going to force Tim to quit dealing precious metals and close his doors for good? Watch as customers come in to buy and sell their gold and silver and listen to a gold stacker share his dollar cost averaging approach with buying 1/10-ounce American Gold Eagles. And watch as we close up the store for the evening and head off to dinner together. This is an unprecedented time to buy precious metals, and a difficult time to be a bullion dealer! Protect yourself from out-of-control governments, evil central banks, and the failing US dollar's grip as the world's reserve currency. Make sure you build a stack of silver rounds, silver bars, silver coins, and gold coins as essential barter and wealth preservation!


19:09
 
Treasuries are being sold and gold bought instead.

China may habe more than triple the USA in gold reserves now. Remember at one time in the past the US had over 20k tons of gold now down to just over a reported 8k+.
 
Weekly SD Bullion

When Silver Goes Nuts​

The spot silver and gold markets traded slightly higher on this shortened Easter holiday week.
The spot silver price closed at $32.60 oz bid, and the spot gold price finished at $3,326 oz bid on the week.
The spot Gold-Silver Ratio climbed on gold's relative strength over silver, finishing this week still in rarefied triple digits, closing at 102.
The silver industry spokesbody, called the Silver Institute, made headlines this week publishing data showing a further structural global silver market deficit of –148.9 Moz in 2024.

LINK - https://silverinstitute.org/silver-in...

With industrial demand for silver skyrocketing over the last 5 years, especially for high-tech applications.
The industry now cites a combined silver demand outstripping ongoing supplies to the deficit tune of –678 Moz since 2021 through last year. T
hat deficit is equivalent to 10 months of global mine supply in 2024 alone.
A happy Easter to you and yours who celebrate the resurrection of Christ.
That will be all for this week's SD Bullion Market Update. And as always, take great care of yourselves and those you love.


17:10

500 Silver Coins, enter here: https://SDBullion.com/sweepstakes
 

Dealer Quickly CHANGES His Appraisal on Surprising Silver Dollar Collection!!​

Apr 23, 2025 #Silver #Gold #TradeWar

In this video my bullion dealer appraises a Morgan Silver Dollar collection which he is very impressed with. However, Tim Marschner of The Coin and Stamp Shop quickly changes his appraisal when he sees something fascinating! What does he see with the coins that changes his mind? Watch and find out when this gold and silver stacker brings in his grandfather's coin collection to see what they're worth. This is an unprecedented time to buy precious metals! Never before has stacking precious metals been as important to do as it is today. Protect yourself from out-of-control governments, evil central banks, and the failing US dollar's grip as the world's reserve currency. Make sure you build a stack of silver rounds, silver bars, silver coins, and gold coins as essential barter and wealth preservation!


19:44
 
SD Bullion Weekly

Ignore $3,500 Gold and Pay Through Your Laser Eyes Later On​

Gold hit a new nominal price high this week, as we mentioned it might in last week's CNBC India interview. But to start this week, we have to look back, so we can then look further ahead.
The spot silver and gold markets were mixed this week, with gold taking the lead at the start and silver strengthening closer to the end of the week.
The spot silver price finished above $33 per ounce bid, and the spot gold price closed at $3,314 per ounce bid.
The spot gold-silver ratio fell as silver's relative strength helped it finish the week at a still historically high level of 100.
At this point, I am simply rage buying silver bullion, and this weekend's sales at SD Bullion on quality silver sovereign coins could help you partake, adding to your stacks: https://SDBullion.com/deals
That will be all for this week's SD Bullion Market Update. And as always, take great care of yourselves and those you love.

Ignore $3,500 Gold and Pay Through Your Laser Eyes Later On​

 
Yankee Stacking

May 4, 2025
In this video my bullion dealer warns of the coming trade war "battle" if the Trump administration can't resolve the tariffs with completing countries--especially the EU! We discuss the growing gold to silver ratio, if/when the GSR will drop, what the spot price of silver will likely reach in 2025, and whether or not Donald Trump is intentionally tanking the US dollar? Does Tim Marschner of The Coin and Stamp Shop think Trump is trying to lower the dollar's value to get his budget bill passed--his "big beautiful bill"? Watch as a first-time customer buys 90% silver coins and talks with Tim and Yankee. Never before has stacking precious metals been as important to do as it is today. Protect yourself from out-of-control governments, evil central banks, and the failing US dollar's grip as the world's reserve currency. Make sure you build a stack of silver rounds, silver bars, silver coins, and gold coins as essential barter and wealth preservation.

Dealer Warns of "Battle" over Silver & Gold! IS TRUMP TRYING TO TANK THE DOLLAR?​

 

BULLION DEALER SERVED NOTICE FROM FBI! What does this unannounced visit mean??​

May 12, 2025 #Silver #Gold #FBI
In this video my bullion dealer receives an unannounced visit by special agent Virginia Toulouse from the Bedford, NH department of the Federal Bureau of Investigation. Why the visit? Why was I not allowed to video the agent's discussion with Tim? And what does the FBI's notice mean to Tim and other dealers selling gold and silver in our area? Watch as Tim Marschner of the Coin and Stamp Shop reviews the notice and talks about it with customers buying silver and gold at his coin shop. There is a huge scam going on and it is largely affecting the elderly. This is an unprecedented time to buy precious metals, and customers were super impressed with the crazy silver rounds and coins revealed during my visit to Tim's shop. Protect yourself from out-of-control governments, evil central banks, and the failing US dollar's grip as the world's reserve currency. Make sure you build a stack of silver rounds, silver bars, silver coins, and gold coins as essential barter and wealth preservation!


17:43
 
SD Bullion Weekly

US Debt Downgraded from AAA for the Final Time​

The spot silver and gold markets moved slightly down on the week, closing just before today's news on Moody's downgrading US debt below the AAA rating.
The spot silver price finished at $32.26 oz bid, and the spot gold price closed at $3,199 oz bid, with the spot gold silver ratio finishing below the three-digit mark this week, closing at 99.Both gold and silver spot prices this summer will be dearly missed by those who arrive late to this building bullion bull market into an eventual mania to come.
Take advantage of this weekend's bullion sales while supplies last:
www.SDBullion.com/deals
That will be all for this week's SD Bullion Market Update. And as always, take great care of yourselves and those you love.


17:38

Win 500 Silver Coins, enter here: https://SDBullion.com/sweepstakes
 

DEALER WARNS OF A "SERIOUS CRISIS" FOR BANKS! Will This Regulation End Gold Market Fixing?​

May 19, 2025 #Silver #Gold #Basel3
In this video my bullion dealer discusses the upcoming Basel III regulations set to go into effect on July 1, 2025. Tim Marschner of the Coin and Stamp Shop talks about the impact on the banking sector if gold is regarded as a Tier 1 asset and banks are able to mark gold at 100% of its value on their balance sheet. Will banks buy more physical, unallocated gold because of Basel III? Will the price of gold rise after its implementation? Will it cause a bank crisis? Or will Basel III get delayed yet again? Watch as Tim argues for the merits of Basel III but questions its likely effect on gold. Protect yourself from out-of-control governments, evil central banks, and the failing US dollar's grip as the world's reserve currency. Make sure you build a stack of silver rounds, silver bars, silver coins, and gold coins as essential barter and wealth preservation!

DEALER WARNS OF A "SERIOUS CRISIS" FOR BANKS! Will This
17:18
 
Yankee Stacking / Tim's Coin Shop

Dealer's STUNNING TAKE on Precious Metals When THIS Happens!​

May 21, 2025 #Silver #Gold #Basel3

In this video excerpt my bullion dealer argues with me over the impact of Basel III regulations set to go into effect on July 1, 2025. Tim Marschner of the Coin and Stamp Shop talks to me in studio and we go at it! If the banks can regard physical gold as a Tier 1 asset and mark gold at 100% of its value on their balance sheet, won't that cause the price of gold to rise? Maybe initially, but Tim argues that the price of gold will subsequently go DOWN!

Dealer's STUNNING TAKE on Precious Metals When THIS
 
FYI - the ECB warning was also mentioned here:

pmbug

The ECB is worried about systemic financial system risk from a squeeze in the gold market

Bold emphasis is mine:
...
While gold prices are driven by many factors, investors showed high demand for gold as a safe haven asset and, at the beginning of 2025, a notable preference for gold futures contracts to be settled physically. These dynamics hint at investors’ expectations that geopolitical risks and policy uncertainty could remain elevated or even intensify in the foreseeable future. Should extreme events materialise, there could be adverse effects on financial stability arising from gold markets. This could occur even though the aggregate exposure of the euro area...
Click to expand...
 
SD Bullion Weekly

China Platinum Import Apr 2025: NYMEX Pt Warehouse Equivalent​

China Platinum Import Apr 2025: NYMEX Pt Warehouse Equivalent

- Investors turn to silver even as prices jump in catch-up game with gold • Investors turn to silver even as prices ju...
- Forecast Silver Prices To Surge To $40/Oz, Gold Price Correction Could Last A Few Months: BofA Sec • Forecast Silver Prices To Surge To $40/Oz,...
- China Imports the Most Platinum in a Year as Squeeze TightensMay 20, 2025 - https://archive.is/zxRP0

- Win 500 Silver Coins, enter here: https://SDBullion.com/sweepstakes
 

ALERT! Gold & Silver EXPLODE As Russia/Ukraine War Intensifies!​

Jun 2, 2025


10:25
 
🚨 Bullion Boom in Singapore

The qouted post accurately echoes what we’re experiencing on the ground at BullionStar in SIngapore.

📈 April 2025 was our strongest month ever, with sales soaring past SGD 112 million — with May following almost as strong. This is a different story than what you hear from most bullion dealers in the West.

We see two trends.
1) Larger wealthy individuals, family offices and institutions are accumulating gold.

2) A wave of first-time local Singaporean buyers saving discretionary income in gold.

At our Bullion Center, demand has been so intense that waiting times hit over 2 hours, prompting us to expand from 5 to 9 retail counters, all of which are now fully operational to serve the surge.

What we witness on the ground is a structural realignment of wealth into physical gold.

This is not paper investment games but preparing for a monetary shift.
Click to expand...

EndGame Macro said:
The Global Gold Divergence: East Accumulates, West Distracted

A historic dislocation has emerged across the global gold market. Despite gold prices surging past $3,360 per ounce, both net speculative futures positions and total gold ETF holdings remain deeply subdued. This divergence reveals a critical evolution in gold’s role across regions one that Western investors may be ignoring at their peril.

What the Data Shows
•Gold spot prices have sharply broken out, rising over 60% from 2023 levels.
•Speculative positioning, as measured by CFTC net long futures, has collapsed to some of the lowest levels in years.
•ETF holdings, which reflect institutional Western exposure, are stagnant near 2020 levels and significantly below the highs of the last gold bull cycle.

Who Is Driving the Price?

The answer is not the usual suspects. Retail and Western fund flows are not fueling the rally. Instead, a deep structural bid is emerging from sovereign and institutional buyers in the East.
•China continues to import gold at a record pace, with Shanghai Gold Exchange volumes surging and vault capacity quietly expanding.
•Turkey, Russia, and other BRICS+ nations are increasing their gold reserves, with much of it accumulated off-market through bilateral energy and trade channels.
•Swiss gold exports to Asia have quietly surged, a telltale sign of physical outflow from Western vaults to Eastern hands.

Why It Matters

The East is treating gold as what it historically has always been monetary ballast, not a trade. In contrast, the West remains anchored in a paper-based psychology, viewing gold through the lens of ETF flows, futures contracts, and speculative cycles. This divergence signals not just a gap in positioning, but a clash in how nations are preparing for systemic instability.

Gold in the East is being absorbed into central bank vaults, state-owned infrastructure funds, and private family office treasuries. It is being taken off the market, potentially permanently. In the West, gold remains unallocated, tradeable, and in many cases, synthetic. That is why ETF outflows persist even as prices rise there is a psychological decoupling from the asset’s foundational purpose.

Implications
•The rise in spot prices without corresponding ETF or futures participation suggests long-duration accumulation, not speculative froth.
•This kind of flow dynamic tends to be slow to build but difficult to reverse it mirrors past gold cycles where institutional Western buyers were late.
•A failure of Western capital allocators to respond to this divergence may leave them structurally underexposed to an asset rapidly regaining geopolitical importance.

Historical Echoes

This mirrors prior inflection points. In the 1970s, gold moved sharply ahead of U.S. retail and institutional interest. Central banks were sellers in the 1990s and early 2000s just as Asia began quietly accumulating. Today, ETFs may be the new weak hands, shedding exposure as sovereigns buy directly.

Conclusion

Gold is being recast as a strategic reserve instrument. The East is preparing for a post-dollar or multipolar monetary regime. The West, for now, remains focused on rate expectations, speculative rotations, and equity beta. The divergence is not just a market anomaly it is a macro warning.

Those watching ETF flows to validate the trend may be looking in the wrong direction. The future monetary system is already hedging itself, and it is doing so with physical gold.
Click to expand...

 
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