Tag: Gold
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The Gold Price Rally: From $4,000 to $4,700 on Record Central Bank Buying
Gold has run from $4,000 to test $4,700 in a month: 5 per cent in a week, record second-quarter central bank buying, a $40 trillion US debt pile and a wobbling dollar. Inside the gold price rally, what is structural, what is cyclical, and what would reverse it.
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Gold’s Quiet Bear Market: 24% Off the Peak While Nobody Was Watching
From a $5,595.75 January peak to the low $4,200s: gold has entered a technical bear market almost unnoticed. Why the fear trade lost to the rate trade, and what survived the unwind.
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The US Iran Peace Deal and the Unwinding of the 2026 Risk Premium
Khan Capitals | June 2026 Key Takeaways Part of: The 2026 Iran Crisis – Khan Capital’s hub on the 2026 Iran crisis and oil shock. The US Iran Peace Deal and the Collapse of the War Premium For two quarters, the dominant input into global risk pricing was a war. The US Iran peace deal…
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Defence, Energy, and Gold: The 2026 Geopolitical Portfolio
Defence, energy, and gold form the three pillars of the 2026 geopolitical portfolio. Why these are structural positions, not tactical trades, and how to construct a framework for investing in persistent conflict risk.
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Gold Breaks $4,000: The Ultimate Safe Haven in Uncertain Times
Gold surpasses $4,000 per ounce for the first time as central bank buying runs at double the decade-long average and Western ETF demand records its strongest quarter in history. Why $4,000 is a waypoint, not a ceiling.
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Russia Invades Ukraine: The Biggest European Conflict Since WWII
The largest armed conflict in Europe since 1945 fractures global commodity markets, weaponises the financial system, and ends three decades of peace-dividend investing. What the market implications mean for commodities, defence, energy security, and portfolio construction.