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Equity Regime Macro Research Report: Gold Cycle Intact, Consolidation Phase Building
This report presents a medium-term outlook for gold within the current re-calibration regime. Despite short-term overbought conditions, liquidity remains supportive rather than contractionary, while sustained central bank accumulation and improving relative performance versus equities indicate that the secular uptrend remains intact.
JENNY LEE
Feb 215 min read


When a Precious Metal Becomes Infrastructure
An institutional analysis of silver’s potential transition from monetary metal to critical industrial infrastructure in an electrified AI-driven economy
JENNY LEE
Feb 163 min read


Gold’s Slope Reset
Gold is not topping. It is correcting a slope.
This piece examines gold’s long-cycle structure, dollar dynamics, and why time-based normalization now matters more than price.
JENNY LEE
Feb 13 min read
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