About this publication
Independent gold market intelligence.
Bullion Note publishes market analysis for physical gold operators, dealers, and investors who carry real exposure to the gold market.
I write Bullion Note as someone who works in the gold market, close to where the metal actually moves and where pricing decisions get made. My goal is analysis based on how the market really works, not just theory.
My background is practical. I've worked inside the gold-dealing context in Dubai. That proximity shapes the analysis here in ways that purely top-down macro reading doesn't capture: watching how operators think about timing, premium levels, and supply conditions day to day.
Most gold analysis is written for generalists or commodity funds. Bullion Note is written for people already in the market: operators, dealers, and serious investors who need a sharper read on what's happening and what it means for their decisions.
What you'll read here
Weekly market outlook
A read on gold's key dynamics each week: price action, central bank activity, macro context, and what to watch heading into the following week.
Post-event breakdowns
After major macro events such as rate decisions, significant geopolitical developments, and key data releases, a focused note on what it means for gold specifically.
Market Notes
Longer pieces on market timing conditions, physical availability, and flow dynamics, written for operators and investors with meaningful physical exposure.
Start with the free analysis.
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