It’s World Book Day, and it got me thinking about the books that shaped the way we see the world. For me, it was Bill Bonner’s Empire of Debt that first made me realise the dangers of runaway credit growth and why gold plays such a critical role in preserving wealth.
It helped me start putting the pieces together—and watching today’s markets, those lessons have never felt more relevant. Meanwhile, Stephen Flood, our co-founder and Chairman’s favorite book is Sapiens by Yuval Noah Harari.
To celebrate World Book Day, we’re giving away both Sapiens and Empire of Debt to one lucky winner! To enter, just click here and tell us your favorite book on economics, finance, or investing. What book changed the way you think about money, markets, or the economy?
Click HereWe have a new GoldCoreTV episode for you. Today, Jan Skoyles looks at the biggest headlines from the past week that signal a turning point for the economy. If you’ve been wondering what’s happening to gold, the dollar, and global trade, this is a must-watch.
Here’s what’s driving the shift:
- The U.S.-China trade war is back. Washington imposed a 20% tariff on Chinese goods. Beijing retaliated with its own tariffs and ramped up defense spending. Trade wars historically weaken economies and drive uncertainty.
- The U.S. dollar is showing cracks. Despite expectations that tariffs would strengthen the dollar, global confidence in it is eroding. Deutsche Bank warns that unpredictable U.S. policies are pushing investors to seek alternatives.
- Central banks continue their gold-buying spree. January saw a net increase of 18 tonnes, with China, India, and Poland leading the way. Physical demand is tightening market conditions.
- Silver is seeing record demand. Indian silver imports surged 37% year-over-year, and 100 million ounces have moved from London to U.S. vaults, raising supply concerns. With the gold-to-silver ratio at 91:1, silver may be significantly undervalued.
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