Category
Macro Environment & Strategy
Connecting coins and bullion to macro conditions (inflation, rates, currency, geopolitics) and stacker/collector behavior.
How the Dollar Affects the Price of Gold
August 25, 2026
Ask a room of gold owners what moves the price, and someone will point at the dollar. It is one of the oldest rules of thumb in the metals world: when the greenback slips, gold tends to climb, and when the dollar firms up, gold often goes quiet. The single number most traders watch for […]
Real Interest Rates and Gold: What Actually Drives Price
August 15, 2026
Ask most people what moves the price of gold and the answer comes back fast: interest rates. When the Federal Reserve raises rates, gold is supposed to fall, because money in the bank suddenly pays you something and a gold coin sitting in a drawer still pays you nothing. That story is half right. The […]
How CPI Reports Move Gold, and Why Hot Inflation Can Hurt
August 5, 2026
Gold gets called an inflation hedge so often that the label feels like settled fact. Then a hot inflation report lands at 8:30 in the morning, the figure comes in above what economists penciled in, and gold sells off. Buyers who expected the reverse watch the price fall on the very news that was supposed […]
The Gold Was Real. The Promise Wasn’t.
July 13, 2026
Gold hit the highest price in history — and one of America's most-advertised gold dealers went bankrupt because of it. The metal was real. The promise wasn't.
Own the Gold, Not a Promise: The Rosland Lesson for Every Buyer
July 13, 2026
The metal did exactly what it was supposed to. The way people bought it is what failed them.
Rosland Capital Files for Bankruptcy: What the Court Record Shows About How a Household-Name Gold Dealer Collapsed
July 13, 2026
A company that sold "stability" on television for nearly two decades is now liquidating, with roughly 617 customers owed about $60 million — and its own filing lays out how it happened.
Gold and the Macro Machine: How Rates, Inflation, and the Dollar Set the Tone
June 16, 2026
Real yields, inflation expectations, and dollar strength form the three-legged macro stool that explains most of gold's big swings. Here is how each works, where today's regime breaks from the textbook, and how the picture differs for long-term holders versus tactical traders.
The Official Bid: How Central Banks Shape the Gold Market
June 16, 2026
Central banks hold gold as a reserve asset, and their buying and selling moves on a horizon of years, not days. Understanding why they accumulate — and how to read the headlines when they do — is essential to making sense of the modern gold market.
When the Hedge Gets Tested: Tail Risks in the Gold Market
June 16, 2026
Gold is widely held as protection against the unexpected — but the metal carries its own risk catalog, and it does not behave as a safe haven in every crisis. A framework for thinking about gold's tail events and its real role in risk management.
The Slow Forces: How ESG, Technology, and Mining Supply Will Shape Gold for Decades
June 16, 2026
Beneath the daily price action sit structural currents — tightening environmental standards, harder-won community consent, and a wave of mining technology — that will quietly govern how much gold reaches the market, at what cost, and what that means for multi-decade holders.