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Anonymous

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Anonymous ID:XkHPVjVQ Fri 14 Mar 2025 12:13:49 No.22314483 View View Report

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>>22314470
ETF flows tell the truth. Not a lot of people in the West who own or care about gold, or even have it on their radar. Everybody talks about cryptos, tech stocks, what have you. Price discovery being driven by CBs, Asians who don't trust dollars since the US and EU defaulted on Russian currency reserve holdings, and quiet old family money (think Rothschilds etc)

Meanwhile
>stocks shitting the bed (historically overvalued)
>corporate paper shitting the bed (perception of risks elevated)
>government paper weak relative to gold (guaranteed negative yield due to inflation)
>dollar shitting the bed (yen carry moving to yuros, de-dollarization, distrust, money printing an eventuality to deal with govt debt)
No fucking shit gold is going to go up more and more. Fuck this gay ass economy, hoard real assets.

Anonymous

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Anonymous ID:ImKASIDr Thu 13 Mar 2025 21:58:54 No.22311740 View View Report

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Still early days in gold. Nobody owns gold.

Anonymous

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Anonymous ID:auLkp1Fn Tue 11 Feb 2025 08:38:03 No.22099392 View View Report

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>Everything I see in gold’s technical development and what I gather from the tangle of views on what is happening now, tells me gold has little or no FOMO activity or narratives. It’s one of the most unfrothiest bull move I have ever seen. If fact the whole affair runs the gambit of shameful ignorance to red faced embarassment that it’s really… actually… still here. I suppose denial and being dead wrong go hand in hand.

>Net non-commercial COT positioning has been unchanged for almost seven months since last August so, there’s that if you’re looking for froth.

>Total holdings of gold ETFs are down 900 tons since their COVID ATH. Another un-fomo datum to dwell on.

>In the day structure, OI is falling. I tried to explain how the EFP arb has masked significant growth in April open interest this morning, and as you can see from COTs, these new longs are hardly risk-on AUM. The most common comment I hear from friends in the business is, “The phones aren’t ringing.”

>However as always, I refer to Mr. Beane’s insightful question to Peter Brand in Moneyball:“Do we care why he gets on base?” Mr. Brand: “No. We do not.” I have a feeling this fits the mood of the buyers.

Anonymous

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Anonymous ID:vNuII9SJ Tue 11 Feb 2025 08:32:51 No.22099371 View View Report

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