The Gold Lens · Topic
Volatility
3 analyses on how Volatility is shaping the gold market.
The Fed Has Stopped Giving Directions
Since June the Fed’s statements have carried no forward guidance, and at Jackson Hole Kevin Warsh made the case for keeping it that way. With a hike priced as likely this week, a Fed committed to ‘a discipline, not a decision’ faces its biggest call yet — and gold faces a louder data calendar.
15 September 2026 · 9 min read
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
Treasury Volatility Hits 2023 Levels — Gold's Quiet Beneficiary Role
The MOVE index has surged to levels not seen since the regional banking crisis. Gold is absorbing the flight-to-safety flows that once flowed exclusively into US Treasuries.
10 March 2026 · 4 min readBrowse Other Topics