Gold, Silver & Other Precious Metals 19 (Oct 24 - Dec 26)

[behappyalways]

only 5% of Fund Managers expect gold to trade above $5,000 by the end of 2026; none over $6,000
https://x.com/zerohedge/status/1990991582581985400

[behappyalways]

South Korea is experiencing a gold investment boom!
Exchanges are running out of stock and jewelry stores are seeing a surge in buybacks and cash-outs.

南韓掀「黃金投資熱」!交易所賣到缺貨 金飾店現回收兌現潮｜方念華｜FOCUS全球新聞20251119 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=QtiPDrWjZg0

[winston]

not vested

Gold on track for weekly fall as strong US jobs data dents rate-cut hopes

A stronger-than-expected U.S. jobs report reinforced expectations that the Federal Reserve would refrain from cutting interest rates at its December meeting.

Gold prices are consolidating at the moment and we see the dollar has strengthened quite a bit, and behind it, there is a lot of speculation whether the Fed will continue to cut interest rates or not.

Source: The Standard

https://www.thestandard.com.hk/market/article/317481/

[winston]

not vested

Gold’s volatility and the limits of safety

The precious metal’s swing from simple hedge to strategic asset, is being tested amid ongoing geopolitical and macroeconomic shifts

Summarise

Compared with digital assets and many commodities, gold’s liquidity and perceived stability, continue to attract strategic reallocations, particularly from institutions reassessing long-term diversification.

by Kanan Mammadov

Geopolitical anxiety and the safe-haven reflex

Central banks: still the quiet accumulators

Policy shifts and the US dollar dynamic

Investor flows and momentum reversal

The same drivers that propelled the rally – geopolitical tensions, central bank diversification and fiscal strain – are still in place. But the pace of gains outstripped fundamentals, and the pullback is a reminder that no safe haven is immune to volatility.

Source: Business Times

https://www.businesstimes.com.sg/wealth ... its-safety

[behappyalways]

Why the World’s Wealthiest Are Sending Their Gold to Singapore | WSJ
https://m.youtube.com/watch?v=qf-tkyydSCc

[behappyalways]

Tether is a big buyer of gold. By this measure it would suggest they bought more than every central bank last quarter. That is to say, if we believe the official numbers. Either way, interesting to see this accumulation.
https://x.com/Mayhem4Markets/status/1993665679183257762

[behappyalways]

Did CME screens go blank to bail out a trader from delivering 400 million ounces of silver?
https://www.thehindubusinessline.com/ma ... 338547.ece

[behappyalways]

Silver has hit a new all-time high!
This isn't just a simple surge but a new round of bank runs!

白银再创历史新高！这不是简单的暴涨，而是新一轮的挤兑！

https://m.youtube.com/watch?v=rKgJ0KUieXg

[behappyalways]

Visualizing The World's Total Supply Of Gold
https://www.zerohedge.com/precious-meta ... upply-gold

[behappyalways]

Silver prices hit a new high – what are the driving factors behind this surge?
Chen Fengxin warns: Don't blindly follow the trend.

白銀價格再創新高──這波上漲行情背後的驅動因素是什麼？陳鳳新警告：切勿盲目跟風

https://m.youtube.com/watch?v=3y3LuI55v ... UKAYcqIYzv