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The Global Gold Pipeline Is Drying Up Fast
This chart shows one of the most important but underappreciated stories in the gold market: the world is finding less and less big gold. Back in the 1990s, major discoveries were coming through regularly. Some years delivered more than twenty…
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The Bond Market Is Quietly Telling You Something Big
This chart tracks two parts of the US bond market from 2021 to early 2026. The blue line is the 3-month Treasury yield, which reflects short-term interest rates and is heavily driven by the Federal Reserve. The red line is…
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The One Chart That Explains Why Gold Keeps Rising
This chart is telling a very simple but very powerful story. On one side, you have US government debt as a share of GDP climbing over time. On the other, you have gold rising along that same long arc. It…
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