Oliver Market Intelligence

Oliver Market Intelligence

Five Charts from In Gold We Trust 2026

A forgotten mining sector, rising reserve anxiety and the quiet return of monetary gold.

Matt Oliver's avatar
Matt Oliver
Jun 16, 2026
∙ Paid

For most investors, gold sits in a box labelled “commodity” or perhaps “inflation hedge”. That has always felt far too narrow. One of the reasons I return to In Gold We Trust every year is that Ronald-Peter Stöferle and Mark Valek use gold not as an asset class, but as a vantage point. Through that single lens, the report explores interest rates, debt a…

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