Gold articles: macro, inflation, miners
A rolling collection of Illya's long-form articles about gold as a macro hedge, how miners amplify moves, and the psychology of precious metals markets.
Gold Outperformed Bitcoin In The Last 8 Years
How USA Profited 70% On Gold In 1 Year
Today's Commodity Miners Sell-Off Is A Buying Opportunity
Good For Gold, Bad For USD: US Tariffs on Europe
Even As Central Banks Bought Gold, The Market Analysts Remained Bearish
Gold miners are about to breakout
Putin Instructed Central Bank of Russia To Buy Gold In 2005
The big play on precious metals mining stocks is that production costs remain (much) smaller than the metal's spot price
Gold hasn't even touched its daily level uptrend support and finance accounts on X are already calling for a top
1 oz of Gold: Production Cost and Miner Profit
Europe's Gold Imports and Exports Explained
gold's lowest possible bottom for current correction is ≈$3900 (area)
Gold as a percentage of balance sheet size in Central Banks (ranked):
Gold is within the fabric of money, not just Central Banks
Coffee outperformed Gold in the last 5 years
hope you enjoyed Friday's gold, silver & miners sell-off
BTC went from $0.004 to $110,000 USD in 16 years, but gold was never this cheap in over 5000 years
no, "The West" is not manipulating gold and silver prices
gold moves up by ≈13% on breakouts, thus ≈$4000/oz gold in November 2025
🤯 Gold may just go straight to $3500 in the next few hours #7
🇪🇺 ECB gained €10.5B on gold from 2023 to 2024
🇪🇺 The best countermeasure that EU can take is swapping US securities for Gold
All time high for gold incoming…
🤯 Gold may just go straight to $3500 in the next few hours #6
gold tariffs means more upside price pressure