The All-Seeing Eye

The Fog Of Oil Authored by Matthew Piepenburg via VonGreyerz.gold, War, oil and gold are making headlines of late for overlapping and independent reasons. Below, we avoid the guesswork, finger-pointing or sensationalism attendant to current headlines concerning Iran and stick to a theme which offers some clarity, namely the interplay of oil and gold. The Fundamentals Stay the Same For years, of course, we have tracked the fundamental drivers which impact the gold price (from DXY debates, inflation signals, and de-dollarization headlines to COMEX outflows). All of these complex signals and themes ultimately boil down to a simple realization:...

President Trump said in an interview with Axios on Thursday that he must have a say on who is chosen as Iran’s next leader following the killing of Iranian Supreme Leader Ayatollah Ali Khamenei, contradicting other administration officials who say the US’s goal is not regime change. Trump made clear to Axios reporter Brak Ravid […]

President Donald Trump is considering sending US troops to Kharg Island to seize Iranian oil assets.  According to officials speaking with Axios, the President is considering ordering US troops to seize the Iranian oil assets on the island. Kharg Island is about 15 miles off the coast of Iran, and is home to the seaport […]