HeyJaredCPM’s Substack
For more than 40 years, CPM Group has blended decades of expertise with forward-thinking analysis to empower investors, corporations, and governments.
- Indexed issues, last 90 days
- 3
- Latest publication
- Aug 11, 2026
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- Earliest in this view
- Jul 8, 2026
Latest issues
A Quiet Gold Market, and a Warning From the Yen (opens the original)
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After a turbulent start to the year, gold and silver have spent much of the summer moving sideways. Prices have consolidated. Volatility has eased. The market has given investors a chance to stop watching every tick.Then the yen started making noise.In a recent conversation with Monex, Jeffrey Christian of CPM Group argued that the latest effort to support the Japanese yen deserves more attention from precious metals investors.Not because the yen itself is likely to determine where gold goes nex
Precious Metals Fell From Record Highs. What Comes Next? (opens the original)
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The last few trading days of January now look almost surreal.Gold, silver, and platinum all closed at record highs. Five months later, the picture had changed completely. By the end of June, gold was down 24% from its peak. Silver had lost 48%. Platinum had fallen 46%.Moves like these tend to produce two kinds of commentary. One side declares the bull market dead. The other dismisses the decline as meaningless noise.Neither view is especially useful.The declines matter. Investors who bought near
Gold and Silver May Fall First. The Longer-Term Setup Still Looks Strong. (opens the original)
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Gold is not collapsing.Silver is not collapsing either.But both metals are under pressure. Investors should not ignore that.Gold has been testing the $4,000 to $4,100 range. Silver has broken below $60 and could test lower levels. Platinum and palladium also remain weak, with platinum moving toward a possible test of $1,500.This is not the same market investors saw earlier in the year.The rally from late August through January pulled in a lot of buyers. Some were long-term gold and silver invest
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