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Gold Price - Where is it heading?

Quite a good article on the movement of physical gold to New York from London and the threat of tariffs ( unlikely ) from the ever reliable Ernest Hoffman, adding to the increase in price.


Recent ath at $2990.055.

$3000 cannot be far away.

gg
 
Gold in Australian dollar terms looks a good chance to hit $5000 this year, after breaching US$3k on Friday. If it fails this it will likely be due to the AUD increasing in value against the USD.
Trump has done, and will continue to do, wonders for POG as he adds more uncertainty over the global economy than any human in my lifetime (a short 70 years).
So the principal thought from this unhinged mayhem Trump has released now relates to the reliability of the US dollar. BRICS nations have been moving to international payment arrangements that bypass SWIFT (read USA) and theis trend is set to accelerate. And interestingly we see gold as an apparent underpinning of real value for these payment arrangements.

 
Excellent summary @rederob There are many balls in the air.

gg
 
BTL made an interesting comparison during his weekly Gold broadcast,
Below is a chart of the GDX price.


Now compare the above to the actual number of units in the GDX.
The number of shares in the ETF has been declining for the past 5 years.
Money has been pouring out of the GDX ETF.
In the 5 years since the peak in 2020, more than 25% of the units have been sold and cancelled.
It wou;d seem that despite the increase in Gold, despite the increase in the SP of some miners, the retail market is yet to pile in to the GDX and GDXJ.
He expects some big increases in gold when this finally happens.
Mick


 
Some great content from a lot of people, thanks to everyone contributing.

Gold took a bit of a slip after first breaking $3k, but it looks like now it's doing what we expected would happen when it beat that level. Exciting times.

Silver is also looking promising.

Meanwhile, while gold soars to fresh ATH after ATH after ATH, platinum which once outshone gold, is sitting around doing nothing, well under half its all time high. Interesting. Any thoughts about why and what it might do from here? The platinum chart is also at the compression point of a five year long symmetrical triangle, which has a technical target of around $1700 which is still a long way below its all time high but is 70% higher than the current price!

Maybe this is a stupid question and lazy of me to ask, but is there a platinum ETF on the ASX?

View attachment 195649View attachment 195649


*sorry for the double picture. The site won't let me upload one picture, if I try uploading it again it shows it twice, and if I try to delete one they both get deleted.
 

I tried to fix it but even my super power skills have failed. Try loading one up again.
 
ETPMPT on the ASX
Volume building

Been toying with the intention of buying unallocated physical Pt or Pd with my dealer (Goldstackers). Probably won't though. Clinging to cash.

Platinum etf All Data Monthly
View attachment 195652
Went for a tidy bit of etpmpt recently, added tight sl.not sure i still get some?
Edit
Yeap still got a few went from 136 to 140 in a month or so
 



Gold would have to rise another 2.2x just to get market value of US official gold to 1989 levels relative to foreign-held USTs;

4X to get market value of US official gold to LT average relative to foreign-held USTs;

14X to get to 1980 relative market levels.

With inflation the only viable way in which to manage the US debt and fixed liabilities, gold will need to 14X.



We have essentially the same level of debt/GDP as after WWII without the productive capability. Inflation was the answer then, it will be the answer now.



Gold relative to stocks peaked in 1980.

Still a long way to go.

jog on
duc
 
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