6+ hour, 27+ min ago  (1153+ words) BY MUFLIH HIDAYAT ON MAY 12, 2026 To understand Jeff Snider's framework, it helps to start with a question most economists avoid: what is the dollar, really? The common assumption is that the Federal Reserve controls the dollar supply by printing money…...

1+ day, 6+ hour ago  (606+ words) BY MUFLIH HIDAYAT ON MAY 11, 2026 The cause, critically, is not geological. China's known gold deposits have not been exhausted or suddenly depleted. Instead, mandatory safety inspections and enforced production suspensions across mining operations created the operational drag. This distinction matters…...

1+ day, 11+ hour ago  (1203+ words) BY MUFLIH HIDAYAT ON MAY 10, 2026 Central bank rate decisions are rarely about the number itself. They are about what the number signals. When the Federal Reserve opened its September 2024 easing cycle with a 50 basis point cut rather than the conventional…...

3+ day, 10+ hour ago  (1451+ words) BY MUFLIH HIDAYAT ON MAY 8, 2026 Understanding fiscal dominance and gold correction dynamics is arguably the most important analytical task for commodity investors navigating 2025 and 2026. "Fiscal dominance does not require hyperinflation to alter asset prices. The rising probability of monetary-fiscal entanglement…...

4+ day, 11+ hour ago  (982+ words) BY MUFLIH HIDAYAT ON MAY 7, 2026 Understanding why gold has stopped responding to labour market data in the way it historically did is not just an academic exercise. It is the central question for every investor watching the metals space this…...

4+ day, 20+ hour ago  (683+ words) BY MUFLIH HIDAYAT ON MAY 7, 2026 Understanding what happened in India during the weeks spanning late March and mid-April 2026, and why it matters for anyone tracking the India bullion import freeze and gold silver prices, requires looking first at the mechanics…...

1+ week, 5+ day ago  (806+ words) BY MUFLIH HIDAYAT ON APRIL 29, 2026 Few voices in that chorus are more informed or more historically grounded than Judy Shelton, an economist whose work sits at the intersection of monetary theory, constitutional principle, and hard-won institutional knowledge. Shelton's monetary philosophy…...

2+ week, 6+ day ago  (481+ words) BY MUFLIH HIDAYAT ON APRIL 22, 2026 Pakistan's energy infrastructure demonstrates extreme concentration risk through its overwhelming reliance on Qatari LNG imports, which represented 99% of total LNG sourcing before the disruption. When Iranian strikes on Qatar's LNG facilities halted production, Pakistan lost…...

1+ mon, 1+ day ago  (219+ words) BY MUFLIH HIDAYAT ON APRIL 10, 2026 Foreign investment challenges in South Africa stem from a complex web of interconnected risk factors that create compound barriers for international capital. Recent analysis reveals that South Africa has declined to 12th place in global investment…...

1+ mon, 4+ day ago  (604+ words) BY MUFLIH HIDAYAT ON APRIL 8, 2026 Regional steel markets face unique vulnerabilities when pricing mechanisms become concentrated around specific geographic hubs. The CFR (Cost and Freight) Jebel Ali pricing system demonstrates how market participants can become dependent on single-point pricing references…...