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Insight

Independent research, investigative journalism, penetrating commentary, and market coverage. Insight—your canary in the gold mine.

Insight
Research

What Is an SDR and Will It Be the Next World Reserve Currency?

There’s no way IMF’s Special Drawing Rights, a poorly designed synthetic reserve asset, will...

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Jan Nieuwenhuijs
Research

Shining a Light on the Mystery Gold “Exports” from the UK

An administrative amendment by the UK Statistics Authority has caused a meaningless anomaly in...

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Jan Nieuwenhuijs
Research

Who Drives the Bus? UK Gold Import 996t in 2019

The UK net imported 996 tonnes in 2019, according to data published by Eurostat.

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Jan Nieuwenhuijs
Research

Debunking Reuters’ Story “PBoC Blocked 300-500t Gold Import In 2019”

From analyzing SGE premiums, the gold price and cultural trends, my conclusion is that the PBoC...

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Jan Nieuwenhuijs
Research

Turkish Mint Outpaces U.S. Mint

For the third year in a row, the Turkish Mint has produced more gold coins than the U.S. Mint.

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Jan Nieuwenhuijs
Research

How China’s Central Bank Distorts the Shanghai Gold Price

This is the story of how the Chinese central bank manipulates premiums on gold traded over the...

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Jan Nieuwenhuijs
Research

GLD—a Crash Course

Are the underlying mechanics of the largest gold ETF a cause for concern?

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Jan Nieuwenhuijs
Research

China’s Gold Hoarding: Will It Cause the Price of Gold to Rise?

There are reasons to think that the gold price will rise faster than expected.

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Jan Nieuwenhuijs
Research

The West-East Ebb and Flood of Gold

For many decades there is a pattern of physical gold moving from the Western part of the world...

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Jan Nieuwenhuijs