Gold MarketsGold 2025 Outlook: The Five Drivers That Matter Most
After two years of central bank-led rallies, the gold market enters 2025 with a different set of catalysts. Here are the five forces most likely to determine the year.
Apr 24, 2026
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Gold Markets
Gold MarketsThe Case for $3,000, $5,000 and $10,000 Gold: Three Scenarios Mapped
Major banks publish targets across a wide range. Here is the actual reasoning behind each, the assumptions required, and the probability the market is currently pricing.
Apr 22, 2026
PlatinumThe Case for Platinum at $2,000+: Building a Multi-Year Bull Thesis
Platinum has not traded above $2,000 since 2008. The structural case for revisiting that level is stronger than at any point in fifteen years. Here is the framework.
Apr 21, 2026
ETFs & FundsInside Gold ETF Flows: GLD, IAU, PPHYS and What the Tape Reveals
Gold-backed ETFs hold over 3,200 tonnes between them. Daily creations and redemptions tell you who is moving and why — if you know how to read the prints.
Apr 18, 2026
PlatinumPlatinum vs Palladium Price Inversion 2018-2024: Anatomy of a Six-Year Reversal
Platinum traded above palladium for most of recent history, then fell behind in 2018 and stayed there. The inversion is now reversing again. Here is why.
Apr 16, 2026
Gold MarketsThe Gold and US Dollar Correlation: What Actually Drives the Inverse Move
Everyone knows gold and the dollar move opposite each other — until they don't. Here is the mechanical reason, the historical exceptions, and how to use the relationship.
Mar 30, 2026
PlatinumPlatinum Coin Programs: Britannia, American Eagle, and Maple Leaf Compared
Three sovereign mints produce flagship platinum coins for investors. Premiums, fineness, and tax treatment differ in ways that matter for long-term holders.
Mar 25, 2026
SilverSilver's Split Personality: Why It Can't Decide Between Industrial Metal and Money
Silver trades like copper one quarter and like gold the next. Understanding that schizophrenia is the key to sizing positions and timing entries through the cycle.
Mar 23, 2026
PlatinumSibanye-Stillwater Portfolio Deep Dive: From Gold Spinoff to PGM Powerhouse
Sibanye started as a Gold Fields spinout and rebuilt itself into a top-three PGM producer in less than a decade. The portfolio is unique and the leverage is real.
Mar 11, 2026
HistoryGold in the 1970s: The Inflation Playbook Investors Keep Re-reading
Gold went from $35 to $850 in nine years while CPI averaged 7.4%. The decade is still the most-cited template for hard-asset allocation. Here is what really happened.
Mar 11, 2026