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Gold: The Asset That Struggles to Explain Itself

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Gold: The Asset That Struggles to Explain Itself I typed the first half of this post into my notes app on Saturday. The second half is about my consequential trade. It’s been a while since I’ve posted about any of my paper trading antics. The last time was a year ago placing naked trades on crude oil! (I know, but we have to start learning somewhere). I hope you enjoy some of my lines of thinking. As always, feel free to share your thoughts or counter points in the comments / ping me a message on LinkedIn.  ---------------------------------------------------------------------------------------------------------------------- (Written on 31/1/26) The sudden volatility in gold seems to be more bankers panic from reprices in big tech stocks. The tremor was seen in the S&P curbing itself from the $7,000 mark, and then gold reversions from $5,500 now looking to get to $4,500. As mentioned previously in the blog, Gold can follow sharp sell-offs in equities - even if it is supposed to ...
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Neuroeconomics: An Edge When Everyone has Access to the Same Data?

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Neuroeconomics: An Edge When Everyone has Access to the Same Data?   The “golden generation” at Euro 2004 – England versus Portugal in the Quarter Finals. England went on to lose the match in penalties (6-5). We’re all looking for our own edge in markets. A friend of mine who is currently doing a PhD in biomedical sciences solely invests in niche medical stocks based on his academic knowledge. He believes this gives him an edge over finance professionals, who may in truth, have no real idea about the science.   As somebody studying Psychology, I’m increasingly interested in understanding whether neuroeconomics could be an edge.   Neuroeconomics – which is effectively behavioural economics with a sprinkling of neuroscience (what’s going on in the brain) – aims to explain why traditional assumptions of rationality in economics often do not happen in real life.   It is about understanding that human rationality is far from objective rationality, as we are influenced by ...
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