Chinese? Is SEATO back? Despite such the $ is getting zero luv nowadays, receiprocal….frommwhat I read POTUS has wanted a weaker $?

True that Cag, as we know you gotta have $ to make $$$¥£€???? Surprised you’d cut premiums but they are becoming huge….
Craig, you see the elephant in the room

Nice article and good view om the HOLDING OF AU @$5k +. But, in the not so distant past, many incidents would have caused geopolieconomic &/or US woes,nand an Au reflective move…. E.g. Iran bombing, Iran Israel War, Somalian pirates, Ukraine, ICE storms, Venezuela adventures, finally Greenland moved the ball. Now how far will it go or what will stop,it..2028?.. Cuba? Rai$e you Havana…. many are late to the game for many here it’s changed the reality of our “hobby”

Yup
Gold, used for hedge of value and such since the start of civilization silver pretty close…..

Good on Berlin, they should Repatriate if they wish…They’re going to need it…

““We have a trustworthy and reliable partner in the Fed in New York for the storage of our gold holdings,” Bundesbank President Joachim Nagel said at a press conference in February, and he repeated amidst the trade tariff fallout in April. “It does not keep me awake at night. I have complete confidence in our colleagues at the American central bank.”

Source: https://www.kitco.com/news/article/2026-01-26/our-gold-no-longer-safe-feds-vaults-german-lawmakers-and-economists-renew

Got NATO? You betcha…

“What percentage did Europeans pay into NATO in 2024?” 2.02%.

“What percentage will Europeans commit to pay into NATO in 2025 and beyond?”…”In 2025, European NATO allies continued to rapidly increase defense spending, with many moving beyond the previous 2% of GDP guideline towards a new 5% target set for 2035.”

Who was it that brought Euro-NATO-Grifters together, to finally pay-up for the Luxury of having the US to defend them against Russian and Chinese aggression?

Donald J Trump.

Not a good idea to bite the hand that feeds you.

“Germany May Repatriate its U.S. Based Gold Reserves“

“Trump is unpredictable and he does everything to generate revenue,” Jäger told local media. “That’s why our gold is no longer safe in the Fed’s vaults.”

“Germany’s 3,350.25 tonnes in total sovereign gold reserves are second only to the 8,133.46 tonnes held by the U.S. – but about 37% of the German reserve – 1,236 tonnes – is stored with the Federal Reserve in New York.”

“Half of Germany’s sovereign gold is held in Frankfurt, while around 30% is with the Fed in the U.S. A further 13% is stored with the Bank of England in London, with the remainder in France.”

Not a good idea to put all of your eggs in one basket when your neighbor is a hungry angry fox (Putin). Got NATO? 

Source: https://www.kitco.com/news/article/2026-01-26/our-gold-no-longer-safe-feds-vaults-german-lawmakers-and-economists-renew

“every country including long standing allies”

= (equals)

every country including long standing allies that have Grifted/Leeched off of the US for Decades.

Keep up.

I believe it is all the Trump trade right now. I know I’m not selling my PMs until he is out of office or is handcuffed by the supreme court or congress. Deals that take months to negotiate are thrown out the window in minutes and then reinstated the next day. He has verbally attacked every country including long standing allies.
He has pushed for a weaker dollar and a neutered Fed. This is a perfect storm.

Craig,

“Any predictions on where Au will be on March 5th and at what price those 4 Coin Au Proof Sets will be priced at?”

No prediction. When the 4 coin set launched in 2025 initial pricing was $7,182.50. Currently the same 4 coin set is priced @ $10,392.50 (up 45%) with multiple levels of Gold increases scheduled for Wednesday.

The Mint has painted themselves in a corner for CY2026 in regards to Gold pricing for the American Gold Eagle Proofs.

IF I was Mint Director, speaking on behalf of the Mint, instead of capping credit card rates at ten percent for one year, I would roll back premiums on American Gold Eagle Proofs. The proofs would be the only Gold rollbacks but I would roll back for one year. Otherwise, the Mint has screwed themselves into the ground for CY2026 and years and years to come.

The reduction in Gold sales is what I have advocated for Years, however, as Mint Director, I would adjust accordingly.

Recent changes in Gold prices align perfectly with my long-standing predictions, and those who adapt now stand to earn a boatload of money.