Market analysis
Why an ounce of gold bought more silver during Friday’s selloff
Friday’s gold and silver quotes show how a ratio can rise in a falling market. Reconstruct the relative return and distinguish a spot snapshot from London benchmarks.
Gold Intelligence — 1 November 2026
A deeper reading of gold: markets, the holders of metal, practical decisions and the quality of the evidence.
By Gabriel Nicolaev — CyGuru. This collection is separate from the Daily Gold Brief. Publication dates refer to Dubai; each article identifies its own source periods.
Market analysis
3 ARTICLES
Market analysis
Friday’s real-yield curve had three different messages for gold readers
Compare the five-, ten- and thirty-year Treasury and TIPS curves on 29–30 October. See which part of each nominal move came from real yields.
Market analysis
Gold funds added longs before Friday’s selloff. The CFTC record stops on Tuesday.
Managed money added gold longs and shorts in the October 27 CFTC report. Reconstruct the net change and see exactly where the evidence ends.
Official sector & flows
2 ARTICLES
Official sector & flows
Who owns the gold in London’s vaults?
LBMA counted 9,821 tonnes in London vaults at end-September. Follow one bar through custody, ownership and sale to see what that total can tell you.
Official sector & flows
Why a jeweller’s rising sales can accompany fewer grams of gold
Read gold jewellery figures in fine grams, benchmark value and retail receipts. India’s September-quarter update shows why a strong till can tell a different story.
Practical education
3 ARTICLES
Practical education
How Much Gold Is in the Bar? Read the Weight and the Assay Together
Calculate fine gold weight from gross grams and fineness, spot a double adjustment and distinguish a metal-content estimate from an assayer’s finding.
Practical education
Why a Gold Limit Order Can Fill Only One Contract
Follow a gold futures limit order through a price-time queue and learn how to reconcile a partial fill, a cancellation and the position actually held.
Practical education
What You Own After a COMEX Gold Option Is Exercised
Trace a standard gold call from option premium to the underlying futures position, including the multiplier, exercise timetable and exposure after expiry.
Research methods
2 ARTICLES
Research methods
When Two Gold Feeds Disagree, Match the Sides and the Clocks
Build a reproducible XAU/USD feed comparison with explicit quote sides, backward time matching, stale-quote limits and a coverage report.
Research methods
The Gold Strategy You Kept Was One of Many You Tested
Use a trial register, a locked decision rule and a genuinely untouched time period to judge a selected gold strategy without hiding earlier experiments.