Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

1 Dec 2025

All the world's gold, in one visual

There are 216,265 tonnes of gold above ground… and another 132,118 tonnes still waiting below Where is it all? Jewelry: 97,149t Central Banks: 37,755t Industry & Tech: 32,727t Bars & Coins: 48,634t Source: ⚡️AIGOLD⚡️ @AIGOLDOfficial

28 Nov 2025

Breakout Alert 🚨: Gold

Source: Barchart

28 Nov 2025

Got Hard Assets?

Gold > Nvidia since Q1 2024 *Bloomberg terminal data. Lawrence McDonald @Convertbond

27 Nov 2025

Stablecoin Tether bought more gold last quarter than every Central Bank.

Source: Sam Callahan @samcallah FT

26 Nov 2025

Gold loves rising Japanese rates.

This remains a massive driver of the shiny metal, despite few talking about it on a daily basis. Source: The Market Ear

19 Nov 2025

Only 5% of Fund Managers expect gold to trade above $5,000 by the end of 2026, none over $6,000

Source: BofA

7 Nov 2025

Gold and gold miners together represent about 5% of total global assets.

That is approximately 7–5 times below the highs reached in prior cycles. Source: Tavi Costa, Bloomberg

4 Nov 2025

Tokenized gold just flipped Gold ETFs in performance.

Same metal in the same vaults, but one lives on ETH and suddenly performs 60% better because it trades 24/7. Gold bugs just became crypto users and they don't even know it yet Source: Katusa Research

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks