The Gold Lens · Topic
Long Read
3 analyses on how Long Read is shaping the gold market.
Gold and the Shadow of Fiscal Dominance
In three days in August the 30-year Treasury yield hit a 19-year high, the national debt passed $40 trillion and the Treasury doubled its buybacks of its own long bonds. Gold rose 13% that month. The United States has run this experiment before — and gold’s part in it then is instructive.
15 September 2026 · 13 min 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
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