Let's step back from the sensational and and be clear about what I mean. The monetary order is breaking down. Okay.What I mean by the monetary order is that fiat currencies as an and debt as a storehold of wealth is not being uh held by central banks in the same way and that there was a change. The biggest market to move last year was the gold market far better than the tech markets and so and so on. And it the US markets underperformed foreign mon markets because of the fact you could see it in the numbers ...

Joining us this morning is Goldman's co-head of global commodities research, Don Striven, who I think Don had a 4,900 coming into the year. Got there pretty quickly. I'm assuming a lot quicker than you expected.>> Don, we'll work on your audio in a moment. Uh, they had 4,900 for your >> working. Oh, there you go.>> Don, I think we got you. Sorry. Can you can you start again.Yes. So the the key upside risk to our uh you know structurally bullish gold call namely the possibility that diversification would bro ...

In his latest interview, Ray Dalio says BTC is unlikely to be held by central banks and others because it is traceable and others can monitor you and this is why he prefers gold.This will continue to be a huge hindrance. An SoV must be private.Zcash https://t.co/gPvNd52ZwP ...

From Australia to Europe and the US, traders are betting that monetary easing from central banks will slow or stop altogether https://t.co/CZCFkTAIs1 ...

Tucker Carlson says central banks are a scam and the U.S. dollar is “doomed.” Now he has launched a precious-metals company. https://t.co/9XTajlV8C9 ...

Tucker Carlson says central banks are a scam and the U.S. dollar is “doomed.” Now he has launched a precious-metals company. https://t.co/2cT9lx6oxg ...

Market Analysis & Gold's Valuation - Gold is significantly extended versus moving averages, suggesting a potential 20-25% drawdown from its peak would be normal [1] - The rapid increase in gold's price is concerning, especially when other markets underperform, indicating potential market instability [2][3] - Gold's high valuation suggests it is overbought, and investors should not be actively seeking to buy it [7][8] - Central banks may curtail their gold buying around $4,000/ounce due to elasticity, impacting market dynamics [6][7] Economic Indicators & Potential Risks - Gold's behavior may signal upcoming stock market volatility, as indicated by low 90-day volatility volume of 89% a few weeks ago, the lowest in five years [3] - Declining crude oil prices and bond yields, coupled with potential stock market declines, could accelerate existing trends, suggesting deflationary risks [4][3] - The increase in total gold reserves held by central banks surpassing US dollar reserves is partly due to the price increase [9] Technical Analysis & Support Levels - In 2006, gold corrected about 25% after stretching above its 200-day moving average, before resuming its upward trend [11] - A normal correction from the current extreme gold price would be around 20%, targeting a support level of $3,500, which was the previous peak [13] - While $4,000 is the first dip, it's not near the normal correction range of 20-30% for such a stretched market [14]

European Central Bank Governing Council member Joachim Nagel warned that undermining public trust in statistics and central banks could backfire economically https://t.co/3X0Ou7G7AX ...

Gold Market Analysis - Goldman Sachs raised its price target for gold to $4,900 by December of next year, up from the previous target of $4,300 [1] - The gold rally is driven by sticky inflows from private investors with long investment horizons and central banks, not speculative positioning [2][3] - Central banks are accelerating gold purchases after the seasonal summer low, and strategic long-term allocation from investors is broadening [4] - The upside risks to the $4,900 forecast are skewed to the upside because the base case doesn't fully incorporate private sector diversification into ETF gold inflows [4] - The gold market is small, about 70 times smaller than the US Treasury market, so even a small diversification step can significantly impact prices [5] Risks and Catalysts - The main downside risk to the bullish gold forecast is central banks stopping or reversing their buying [7] - Historically, central bank gold buying cycles are long and unlikely to reverse unless there's a significant easing in geopolitical or global fiscal policy risks [8] - Catalysts for the latest rally include uncertainty about trade, credit, regional banking, fiscal policy, seasonality of central bank buying, and major investors recommending higher strategic gold allocation [9] Silver Market Analysis - The medium-term path for silver prices is higher as Fed cuts should boost ETF inflows, but the outlook is more volatile due to the lack of structural central bank support [10] - The silver market rally is partly driven by a squeeze in the physical London market, which is tight and could reverse [10] - Central banks are not buying silver, making the bullish outlook for gold more certain than that of silver [12]

Central banks may hold significant amounts of Bitcoin and gold by 2030, thanks to growing institutional popularity and a weakening dollar, according to Deutsche Bank https://t.co/8Y0204Cgw6 ...