GLD Research Note — Gold Hedge Faces Its Test
GLD’s hedge case improved as labor weakened and energy inflation rose, but the five-day rebound left the tactical setup exposed to real yields and geopolitics.
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GLD Deep Coverage Review — Analysis as of August 12, 2026
GLD has a credible strategic hedge role, while rising real yields and possible Hormuz de-escalation keep the tactical evidence mixed.
GLD Research Note — A Broken Price Scale
GLD’s macro thesis survived the August review, but conflicting price series block fresh conclusions about trend, levels and volatility.
GLD Deep Coverage Review — Analysis as of August 4, 2026
GLD’s macro thesis remains intact, but incompatible price scales make the August technical map unusable until the source series reconcile.
GLD Research Note: Confirmation Over Chasing
GLD’s longer-term demand story remains credible, but confirmation matters more than chasing a weak trend.
GLD Deep Coverage Review — June 21, 2026
GLD deep coverage: the structural central-bank bid, real yields, dollar strength, fund flows, valuation scenarios and market structure as of June 21, 2026.