
Macro
+5
Poland bought roughly 20 tonnes last quarter. Canada - the second-largest country on Earth, a top-five gold producer, home of the world's mining capital - owns none. A national case study in fiat-era thinking, from a Canadian who has to live with it.
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Jun 12, 2026

Silver
+3
Part 3 of 4: Gold in 2026 — You're Probably Holding It Wrong
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Jun 2, 2026

Macro
+5
America's gold is still booked at $42.22 an ounce. When that changes, the dollar's relationship to its largest monetary asset will be rewritten.
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May 22, 2026

Macro
+5
The most important research note of 2026 doesn't use the word "debasement" once.
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May 20, 2026

Macro
+5
Part 1 of 4: Gold in 2026 — You're Probably Holding It Wrong
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May 19, 2026

Macro
+4
A crypto company nobody is watching is becoming one of the largest buyers of physical gold on the planet. That should either excite you or terrify you. Possibly both.
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May 10, 2026
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