Analysis
Market Analysis
Data-driven research and analysis on precious metals markets. Gold, silver, platinum, and palladium trends backed by real market data.
Why Is Gold Falling From Its $5,405 Record? What Changed
Gold set an all-time high of $5,405 on 29 January 2026 and has since fallen 23%. What the LBMA data shows about the peak, the correction and central bank buying, and what it means for holders. Updated with every London fix.
Read more →Why Is Silver Dropping? The Fall From $118 to $61, Explained
Silver hit $118.45 on 29 January 2026 and has since fallen 48%. What the LBMA data shows about the run-up, the crash and the gold-silver ratio, and how to think about buying now. Updated with every London fix.
Read more →Gold All-Time Highs: A History of Records
Every major gold price record from 1980 to the January 2026 peak near $5,600. What drove each high and what signals the next breakout.
Read more →How AI Misrepresents Precious Metals Dealers
Testing ChatGPT, Claude, Gemini, and Perplexity on precious metals dealer questions. Common inaccuracies and why AI struggles here.
Read more →The $84 Trillion Wealth Transfer and Precious Metals
Baby boomers will transfer $84 trillion to younger generations. How generational preferences reshape the precious metals market.
Read more →Platinum Group Metals Outlook: All Five PGMs in Context
PGM market outlook covering platinum, palladium, rhodium, iridium, and ruthenium. Auto demand, hydrogen, supply risks, and price outlook.
Read more →Dealer Premium Report: 1 oz American Gold Eagle
How premiums on the 1 oz American Gold Eagle vary across major online dealers, how we track them, and how the broader premium environment has moved over time.
Read more →Silver and Solar: How Panels Reshape the Market
Silver demand from solar panels reached 150M oz in 2023 and is projected to exceed 200M oz by 2030. Technology trends and supply impact.
Read more →Gold vs S&P 500 Returns Since 1971
Gold vs S&P 500 returns since 1971 by decade. CAGR, volatility, drawdowns, and correlation with inflation. Data and sources.
Read more →Precious Metals vs S&P 500: By Decade
Comparing gold, silver, and the S&P 500 by decade since 1970. Returns, drawdowns, correlation, and optimal allocation data.
Read more →Gold Demand by Country: Top Consumers
Breakdown of global gold demand by country. India and China dominate, with jewelry, investment, and central bank splits. WGC data.
Read more →Central Bank Gold Reserves by Country (2026)
Top 20 central bank gold holders ranked by tonnes (WGC, September 2026), how much central banks bought each year since 2022, who is buying and why, and what it means for the gold price.
Read more →The Silver Shortage: Six Years of Deficits
Silver has posted six consecutive supply deficits since 2021. COMEX drawdowns, solar demand, and flat mine supply explain why.
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