HeyJaredAbout Gold
In a turbulent and uncertain world, precious metals aren’t just commodities, they’re the ultimate barometer. About Gold was created by someone with over 30 years’ experience in commodity markets to bridge the gap between headline noise and deeper reality.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Jul 24, 2026
Latest issues
Has the Fed Done Enough to Break Gold? (opens the original)
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“Life is what happens to you while you’re busy making other plans.” - John Lennon (1980).It’s been a little while since I published, so please accept my apologies. This year has been somewhat up in the air for me since February 28. At the start of August I returned to the Middle East after four months away, and have had lots of issues to deal with around visa’s, medical tests, finding a place to live etc. Anyway, I am (hopefully) back onboard and have several articles
Has Gold’s Post-Jackson Hole Dip Run Its Course? (opens the original)
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US monetary policy is the key driver of gold at present…The two primary macroeconomic drivers of gold are the US real long-term bond yield and the value of the US dollar. These two asset prices matter because:Gold is an infinite duration asset with no counterparty or credit risk and therefore it should tend to move inversely to the global benchmark risk-free (or at least lower risk) real bond yield (US TIPs).It is denominated in US dollars, whil
Platinum: A structural deficit is set to return. (opens the original)
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Platinum rallied in August…In August, platinum climbed out of its USD 1,600–1,700/oz summer trading range. Platinum climbed to an intra-day high of USD 1,909/oz on August 21, before correcting. This took platinum 24.7% above its intra-day low on July 1, but the metal failed to breach its 200-day moving average (USD 1,940/oz) and subsequently we’ve seen a correction to USD 1,762/oz (+7.3% MoM). In the near term, platinum looks vulnerable to a deeper correction</s
Gold’s next leg higher: Reviewing confirmation markers and Option Trade Adjustments. (opens the original)
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On August 9, I published a note “Gold Breaks Out” (HERE), looking at confirmation indicators and then publishing three option trade ideas to capture the move higher.In my August 9 note, I argued that in order to have conviction that the rally in gold is durable, we need to see confirmation across a range of indicators focused on both the macroeconomic backdrop and the microstructure of the go
Gold's breakout: What ETF flows are telling us. (opens the original)
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Gold has broken out of its trading range…While gold has broken out of its recent tight USD 3,950-4,200/oz trading range, it isn’t clear whether this represents the start of a new uptrend or merely noise associated with low speculative positioning, potentially leading to a period of strength only for gold to weaken once more. …but it isn’t clear how durable the rally will prove…In order to provide confirmation, I am looking at a range of indicators including macroeconomic,
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