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
Tag: #Analysis
ETFs & Funds
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
SilverGold-to-Silver Ratio Above 80: What Five Historical Cases Tell Investors
When the gold-to-silver ratio crosses 80, contrarians start circling. We dig into five historical instances and what each one meant for the next 24 months of silver returns.
Apr 13, 2026
GeopoliticsWhy China, India, Russia and Poland Keep Stacking Gold Reserves
Sovereign buyers added more than 1,000 tonnes of gold for three consecutive years. We break down who is buying, why, and what it signals for reserve managers everywhere.
Apr 13, 2026
PlatinumPlatinum Jewellery Demand in China and Japan: The Quiet Half of the Market
Jewellery accounts for roughly a quarter of platinum demand and is dominated by two Asian markets. Their cultural relationship with the metal is shifting fast.
Apr 12, 2026
PlatinumPlatinum-Palladium Substitution Dynamics: How Engineers Rewrote PGM Demand
When palladium hit $3,400 an ounce, automakers did what they always do: re-engineer the problem. The substitution story is now reshaping the entire PGM market.
Apr 9, 2026
Gold MarketsWhy Gold Usually Loses When Real Rates Rise (And When It Does Not)
The single most reliable headwind for gold is rising real yields. The mechanism is simple, the historical record is clear, and the recent exceptions are instructive.
Apr 6, 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
GeopoliticsChinese Gold Consumption: Why the World's Largest Gold Buyer Keeps Buying More
From Shanghai Gold Exchange withdrawals to the explosive growth of investment-grade bars, Chinese gold demand is reshaping the global market in real time.
Mar 27, 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