Retail is back in GLD. Déjà vu?
Gold Is Waking UpGold is catching bids again, and the flows are starting to follow. Retail is returning, central banks are buying and gold has begun decoupling from yields. Vol has moved, but the real convexity could still be ahead. Time to revisit the upside.Blast from the past
Gold was supposed to thrive on fear. Instead, some of the biggest VIX spikes in recent months have coincided with aggressive gold…
The macro backdrop screams "buy gold." The price action says otherwise. We dig through Turkish liquidations, fading demand and…
Japanese bond yields are exploding higher again. Gold has completely stopped reacting. That divergence is starting to look…
Gold ETF investment: near zero YTD. Gold upside optionality: abandoned. Gold downside protection: bid.
Gold surges past July's consolidation, eyeing $4,200. With Fed anxiety and inflation fears looming, is a real breakout underway?
Wall Street moved on from gold. China didn't. It may have done so a little too early.
