Research by Subject
Each hub gathers the articles, newsletter editions and Academy courses that deal with one subject, so you can read a theme end to end instead of chronologically.
Central Banks & Reserves
Official-sector demand is now the least price-sensitive buyer in the gold market. This hub collects our work on reserve accumulation, repatriation, de-dollarisation and how reported IMF data should be read.
11 pieces
Gold Price & Macro
Gold has no cash flow, so it is priced by opportunity cost. Everything here deals with real rates, inflation expectations, the dollar and why single-number forecasts fail.
15 pieces
Market Structure & Plumbing
Where the metal actually clears: LBMA and COMEX mechanics, ETF creations and redemptions, refinery throughput, mine supply and the settlement layer most commentary ignores.
16 pieces
Physical Gold, Vaulting & Costs
Buying metal is the easy part. This hub covers allocated versus unallocated custody, jurisdiction risk, premiums over spot and the full lifetime cost of holding physical gold.
13 pieces
Allocation & Wealth Preservation
How much gold, held how, and passed on to whom. Correlation behaviour in drawdowns, sizing frameworks, rebalancing rules and multi-generational succession planning.
13 pieces
Tokenised Gold & Technology
Digital claims on metal promise settlement speed and fractional access. What survives scrutiny, what the redemption terms actually say, and how regulation is landing.
3 pieces
Gold Events & Conferences
Guides to the gold and precious-metals event calendar — online congresses, trade fairs and conferences — including how to get the most out of attending remotely.
7 pieces