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TGC
Research desk
The Gold Congress Research Team
English· 10 published
The Research Team writes the analytical long-form work published in the Magazine and the Newsletter. Its remit is narrow on purpose: how gold is priced, who moves the price, and what an allocator can verify rather than assume.
Every piece is built around observable data — LBMA and COMEX prints, reported official-sector purchases, ETF holdings, refinery and mine output — and states the conditions under which its own argument would be wrong. Where a number cannot be sourced, the team says so instead of estimating.
The desk does not publish price targets, does not accept payment for coverage, and does not give personal investment advice. Congress speakers are covered on the same terms as anyone else.
Areas of Focus
- — Central-bank reserve behaviour
- — Real rates and gold pricing
- — Market structure and settlement
- — Portfolio allocation research
Publishing Standards
- — Every quantitative claim traces to a named public source or is labelled as an estimate
- — Each thesis is published with the conditions that would falsify it
- — No price targets, no paid coverage, no personalised advice
Magazine Articles (2)
Newsletter Editions (8)
Edition 14August 11, 2026
Where the Metal Actually Sits: Custody, Jurisdiction and the Paperwork That Decides Ownership
Edition 13August 10, 2026
Who Sets the Gold Price Now: Central Banks, the Fed and the Slow Retreat From the Dollar
Edition 12August 9, 2026
The Costs Nobody Quotes: Spread, Storage, Settlement and Tax
Edition 11August 2, 2026
The Four Drivers: How We Think About the Gold Price
Edition 10July 14, 2026
Paper Gold, Read Properly: ETF Flows, Futures Positioning and What They Do to the Price
Edition 08May 5, 2026
Why Central Bank Buying Became Structural
Edition 03March 3, 2026
The Plumbing: London, COMEX, Shanghai and Why It Matters
Edition 02February 17, 2026