The Gold Observer

Jan Nieuwenhuijs
Independent financial research focused on gold.
Created 22 Sep 2020
  • What Drives the Price of Gold? Part 1
    19 Nov 2021 • 4 min read • 3 0
    In general, the gold price in U.S. dollars is set by long-term inflation expectations and interest rates in the United States. The price of gold in other currencies depends on the exchange rate betwee...
  • Amsterdam Real Housing Prices Highest in 400 Years. An Analysis of a Bubble.
    29 Oct 2021 • 7 min read • 3 3
    Housing prices in Amsterdam, corrected for inflation, have never been this high since recorded history. Next to low interest rates, the cause of rapidly rising prices is a feedback cycle between banks...
  • The Mechanics of the Global Gold Market
    07 Oct 2021 • 14 min read • 6 0
    How the physical gold price is set, and how physical and derivates markets around the world are connected and interact. Founding Members of The Gold Observer may submit a topic for an article. One of ...
  • Timeout
    23 Mar 2021 • < 1 min read • 3 1
    Dear subscribers, Kindly note that as of March 22, 2021, billing has been paused. The reason is that I have burnout symptoms and will take some time off to recover. I had similar symptoms late 2020, w...
  • Why the Gold Price Is Sinking
    05 Mar 2021 • 2 min read • 8 0
    The rising 10-year U.S. Treasury interest rate is causing the gold price to decline. The gold price is inversely correlated to the “real interest rate,” as derived from the 10-year Treasury Inflation ...
  • U.S. Stock Market Capitalization vs GDP Hits Record 200%. What it Means for Gold.
    11 Feb 2021 • 2 min read • 5 0
    For the first time ever the total value of the U.S. equity market is worth twice as much as the real economy. A true financial bubble. Previous highs of the equity to GDP ratio were followed by signif...
  • Central Bank of Uzbekistan Introduces Parallel Currency: Gold
    03 Dec 2020 • 2 min read • 11 1
    Since November 2020, the central bank of Uzbekistan (CBU) issues sealed gold bars with a QR-code for real time verification. With these new bars CBU aims to stimulate gold to be used as a store of val...
  • KITCO News Interviews Jan Nieuwenhuijs
    02 Nov 2020 • < 1 min read • 1 0
    In a recent interview I gave to David Lin from KITCO News I talked about why, when and how I think we will switch to a new international gold standard. In case you missed it, you can watch the intervi...
  • Will Germany Repatriate its Gold From New York If Trump Wins the Election?
    24 Oct 2020 • 5 min read • 2 0
    During the Trump administration political ties between the U.S. and Germany have critically deteriorated. Recently, the U.S. imposed sanctions on companies working on Nord Stream 2, and announced to w...
  • Gold Is the Only Way Out for Central Banks
    19 Oct 2020 • 5 min read • 4 0
    Many years of loose and unconventional monetary policy have severely damaged financial markets and the global economy. Currently, central banks find themselves cornered, as the financial system is dro...
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