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

[behappyalways]

Silver Fund Flows:

The past 2 weeks saw the 2nd highest inflows in $SLV history.
https://x.com/SubuTrade/status/1997662136827289959

[winston]

Why gold remains our top conviction for 2026

Strategic and cyclical factors, suggest that the ongoing technical correction in gold is an opportunity

Gold’s historically low correlation with other assets makes it one of the best portfolio diversifiers.

by Rajat Bhattacharya

Gold is set to outperform global bonds for the 10th year in a row.

Lifted the price of the precious metal by over 50 per cent this year and by more than 150 per cent over the past three years.

There are three structural drivers of the gold rally:
1) Geopolitical uncertainty
The top three EM central bank gold holders are China with 8 per cent of officially declared reserves in gold; India with 15 per cent and Russia with 41 per cent. The share of gold in US central bank reserves is 78 per cent.
2) Worldwide concerns about expansionary fiscal policies
Japanese government’s debt which is close to 230 per cent of GDP, the largest in the world.
3) Increased doubts about the Fed’s independence

Cyclical drivers
1) Fed policy easing and falling real rates
2) Seasonal demand from China ahead of Chinese New Year (CNY)
Jewellery accounts for half of global gold demand, with China and India accounting for more than half of the world’s jewellery market.
3) Rising demand for gold as an alternative investment

Source: Business Times

https://www.businesstimes.com.sg/wealth ... ction-2026

[behappyalways]

Indian media exclaimed: Silver surge stems from JPMorgan Chase's short-to-long reversal! Unbelievable, one piece of evidence is not enough!

印媒惊呼：白银飙升源于摩根大通空翻多！不可思议，孤证不立！

https://m.youtube.com/watch?v=IyNW2bKou_E

[behappyalways]

Intensifying Shortage: This Is What A Run On The London Silver Market Looks Like
https://www.zerohedge.com/markets/inten ... rket-looks

[behappyalways]

BREAKING: China will be imposing export restrictions on silver beginning in 5 days, on January 1st.

These restrictions will require special government licenses for silver exports.
https://x.com/KobeissiLetter/status/2004942662286409840

[winston]

Precious metals drop amid profit taking; silver, platinum retreat from record highs

Spot gold fell 4.2% to $4,340.52 an ounce by 12:00 p.m. ET (17:00 GMT) after hitting a record $4,549.71 on Friday.

Platinum dropped nearly 13% to $2,134.59/ozafter touching a record peak of $2,478.50 earlier in the session, while silver shed 8.4% to $72.51 an ounce, also retreating from a record high of $83.62 hit earlier in the session.

Spot palladium plunged 15% to $1,636.80/oz.

Gold has surged about 65% this year. Platinum and palladium are also on track for annual gains.

Silver has outperformed all with a 150% gain so far, driven by its critical mineral status, supply shortages and rising industrial and investor demand.

Source: The Standard

https://www.thestandard.com.hk/market/article/320397/

[behappyalways]

Silver has surged 168% year-to-date, completely outperforming gold! How will this rally end?

白银年累计上涨168%，全面碾压黄金！这一轮行情，将如何结束？

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

[behappyalways]

CME hikes precious-metal margins again after price swings
https://www.theedgesingapore.com/news/c ... ice-swings

[behappyalways]

Is the next battleground in the US-China rivalry taking shape?
Following rare earths, silver has become a deadly weapon!
Chen Fengxin reveals the strategic intentions behind China's export controls!
中美爭霸下個戰場成型？繼稀土後「白銀」成致命武器！陳鳳馨揭露：中國管制出口背後的戰略意圖！【#風向龍鳳配】｜CC字幕
https://m.youtube.com/watch?v=YWcWuAWqJro


Interesting watch at 6min 50s...
Part 1: Precious metals surge! All related to China!
25.12.31【豐富│東南西北龍鳳配】Pt.1 貴金屬狂漲！都跟中國有關！
https://m.youtube.com/watch?v=gk1Br7N1CaI

[winston]

Can gold and silver deliver another outstanding year in returns?

A bullish outlook still holds for gold, but caution is warranted for silver.

by Daryl Guppy

China controls around 60 per cent of silver refining, not the supply of silver.

Silver: The parabolic trend line suggests there is a high probability of trend collapse in early February.

The targets for the gold price are defined using trading band analysis. This value is projected gives a target value near US$4,935.

Source: Business Times

https://www.businesstimes.com.sg/wealth ... ar-returns