The Gold Lens · Topic
Long Read
2 analyses on how Long Read is shaping the gold market.
Long Read
Gold’s First Real All-Time High Since 1980
In nominal terms gold has set records for two years. But in today’s dollars, January’s peak did something it had not managed in forty-four years: pass the real value of the 1980 top. A 28% correction has since tested that record — and it is still standing.
26 July 2026 · 10 min read
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 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 Correlation 2 Debasement 2 Gold Price 2 India 2 Iran 2 Oil 2 PBOC 2 Portfolio Strategy 2 Real Yields 2 Reserves 2 US Economy 2 Volatility 2