The Gold Lens · Long Reads
Long Reads
In-depth investigative and analytical deep dives, published monthly
Long Read
The $4,000 Gold Era: How a Reserve Asset Was Repriced
In barely two years gold has roughly doubled, overtaken first the euro and then US Treasuries in central-bank reserves, and re-entered the heart of the monetary conversation. This is the anatomy of a structural repricing — and what it would take to reverse it.
20 June 2026 · 13 min read
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Gold Corridors: How Sanctions Are Reshaping Physical Gold Trade Routes
From Dubai to Shanghai, the geography of gold flows is being redrawn by geopolitical fault lines. An investigation into the new corridors of physical gold trade — and what they mean for the market's structure.
20 March 2026 · 8 min read
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