The Gold Lens · Topic
Correlation
2 analyses on how Correlation is shaping the gold market.
Macro & Markets
Gold and Bitcoin Are Both ‘Debasement Trades.’ They Are Not the Same Bet.
Fear of fiat debasement has pushed money into gold and Bitcoin alike, and the two are now spoken of as one idea. They aren’t — they answer the same fear with opposite risk profiles, and confusing them is the most expensive mistake a debasement-minded investor can make.
27 June 2026 · 7 min read
Macro & Markets
Real Yields Are Rising. Why Isn't Gold Falling?
The traditional inverse correlation between real yields and gold has broken down since 2022. Three structural factors explain why — and what it means for the road ahead.
17 March 2026 · 5 min readBrowse Other Topics
Central Banks 7 De-dollarization 6 Geopolitics 6 Inflation 5 Monetary Policy 5 Interest Rates 4 Safe Haven 4 China 3 Federal Reserve 3 Physical Gold 3 Asia 2 Consumer Demand 2 Debasement 2 Gold Price 2 India 2 Iran 2 Long Read 2 Oil 2 PBOC 2 Portfolio Strategy 2 Real Yields 2 Reserves 2 US Economy 2 Volatility 2