Earnings360 Newsletter for 12/11/2024

Central banks bought more gold last year than in any year since 1967 — and the pace is accelerating just as physical demand begins to overwhelm paper supply. The next major delivery cycle opens March 31, when paper contract holders can demand physical gold from Western vaults. Dylan Jovine at Behind the Markets has identified one small company sitting on one of the largest undeveloped gold deposits in North America, positioned to benefit if this supply-demand imbalance intensifies after the delivery window opens.

A little-known U.S. law is back in focus as analysts examine how existing presidential authorities could influence markets in 2026 and beyond.

In a new briefing, a former government advisor explains the historical context behind this statute, why it’s being discussed again, and how certain policy actions could reshape capital flows during America’s upcoming 250th anniversary period. The presentation focuses on preparedness, macro implications, and what investors may want to understand as events develop.