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

[winston]

Understanding the value of gold: Prices, global reserves, and market trends

Source: Al-Jazeera

https://www.aljazeera.com/economy/2026/ ... ket-trends

[behappyalways]

Beijing's Big Short: Meet The Chinese "Anti Hunt Brother" Billionaire Betting Against Silver Bulls
https://www.zerohedge.com/precious-meta ... ng-against

[behappyalways]

Malicious dumping disrupts the gold and silver markets, but the sharp drop will not shake the foundation of the long-term bull market!
恶意砸盘搅局金银市场，暴跌难撼长牛根基！
https://m.youtube.com/watch?v=AOkL-46T4Pc


China central bank keeps buying gold as bull run hits brakes
https://theedgemalaysia.com/node/792130

[winston]

CME Group, the world’s largest commodities exchange, posted a third consecutive increase in margin requirements this year for gold (9 per cent) and silver (18 per cent) futures contracts.

Source: Business Times

[winston]

Buy gold on dips? With sky-high volatility, caution is warranted

by Genevieve Cua

Demand factors remain intact: geopolitical concerns are still on the boil; sovereign debt levels and fiscal spending, are unlikely to decline.

Central bank appetite is unsated; they are expected to snap up around 800 tonnes of gold supply this year. And the US dollar-debasement theme has yet to run its full course. A weaker greenback is supportive of gold.

Gold is supposed to be a stable portfolio diversifier. How much of a hedge can it be when its volatility exceeds that of stocks? With such extreme volatility, is gold still a safe haven?

When gold is trading at an elevated level in inflation-adjusted terms, prices have tended to fall in subsequent periods. The current inflation-adjusted gold price is around three times the historical average.

One such episode of price decline began at end-1987; gold continued to fall and didn’t break even until some 18 years later in November 2005.

During a secular bull market in stocks from 1982 to 2000, US stocks returned nearly 17 per cent per year. In that period, gold declined by an average of nearly 2 per cent a year.

Most portfolios remain under-allocated to gold. This, along with central bank buying, suggests prices could rise further.

Source: Business Times

https://www.businesstimes.com.sg/opinio ... -warranted

[behappyalways]

China's Central Bank Keeps Buying Gold... And Dumping US Debt
https://www.zerohedge.com/precious-meta ... ng-us-debt


Gold
https://x.com/duediligenceguy/status/20 ... 3466041775

[winston]

Gold: Is now the time to buy?

When deciding whether to purchase the precious metal now, it helps to think like you would about insurance

In the long run, gold’s return profile has lagged stocks and bonds. Over decades, gold’s annualised returns tend to be modest.

by Christopher Tan

These advances reflected were driven by persistent safe-haven demand amid geopolitical uncertainty, concerns about the durability of the US dollar, and strong central bank and investor buying.

It doesn’t generate earnings like stocks nor a yield like bonds. Its value derives from the scarcity of supply, demand and its history as a store of value.

Annual mined supply stands at only around 5,000 tonnes.

Source: Business Times

https://www.businesstimes.com.sg/wealth ... w-time-buy

[winston]

The Biggest Lesson From Silver’s Crash

by Chris Igou

In January, silver prices in Shanghai traded at a record $14 premium to London exchanges.
Yet, investors in China were still waiting for hours outside of shops to buy the metal.

You never bet against a bull market. It can always get frothier before it rolls over.

This case also shows how using leverage can crush your returns. Even good timing can lead to major losses. That’s especially true in highly volatile assets like silver.

You’re better off with a simpler approach. Reduce your exposure as a rally overheats… And set stop-loss levels. If you hit a stop, sell.

Trying to call the top in any market is almost always a losing game.

Source: DailyWealth.com

https://dailytradealert.com/2026/02/17/ ... ers-crash/

[behappyalways]

This is actually remarkable. Central Banks can't seem to get enough gold.
https://x.com/AyeshaTariq/status/2026714393917178219

[winston]

Morgan Stanley explains why gold is falling despite Iran escalation

By Vahid Karaahmetovic

The recent strength of the U.S. dollar has become a key headwind for precious metals, even as geopolitical uncertainty typically supports demand for gold.

Several forces are currently influencing gold prices simultaneously. These include expectations around Federal Reserve interest-rate cuts, currency movements, geopolitical risk and market liquidity conditions.

According to the strategists, the recent selling in gold may reflect investors raising cash during periods of market stress rather than a fundamental shift in sentiment.

A stronger dollar tends to weigh on metals prices by making them more expensive for non-U.S. buyers, while a weaker dollar typically supports commodity markets.

Middle Eastern central banks bought roughly 90 tonnes of gold in 2022, part of around 400 tonnes of global net purchases that year.

Dubai handles a significant share of global bullion trade, with about 20% of global gold flows passing through the emirate, making it the second-largest exporter after Switzerland.

Source: investing.com

https://www.investing.com/news/commodit ... ts-4540581