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Gold’s recent slide is raising bigger questions about what it really represents in today’s market. Bloomberg’s Mike McGlone suggests the metal has lost its traditional safe-haven role, shifting instead into a volatile risk asset. He warns that if equities weaken, the downside for gold could accelerate. Watch the full...

15,682 просмотров • 5 месяцев назад •via X (Twitter)

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GOLD TELEGRAPH CONVERSATION 15: DAN MYERSON “Gold has outperformed every fiat currency in history.” In this discussion, Dan breaks down why the market is completely misreading supply in the commodities space, how difficult it really is to build mines, and why copper and gold are quietly setting up for something much bigger. Dan recently led Foran Mining through its transformational transaction with Eldorado Gold valued at roughly USD $2.8 billion. Mr. Myerson now serves as Deputy Chair of Eldorado. Thank you for joining me, Dan. TIMESTAMPS: (00:22) — Origins: from Morgan Stanley to Glencore (02:53) — Transition into the physical commodity world (05:22) — Understanding risk through global supply chains (07:57) — The decision to build a mining company (09:40) — The Foran–Eldorado transaction: strategy and rationale (15:24) — Stepping into the Deputy Chair role (17:05) — Copper demand vs supply: what the market is missing (20:44) — Why new supply is harder than ever to build (22:05) — The outlook for a tightening copper market (23:20) — McIlvenna Bay within the broader platform (27:39) — Why Saskatchewan: jurisdictional advantages (31:08) — Jurisdiction as a mispriced risk in mining (33:09) — What it really takes to build a mine (35:42) — Key milestones: production and near-term catalysts (37:20) — Gold vs copper: stability and growth (38:46) — Discovering gold (41:26) — Why gold continues to matter (43:50) — The copper-gold platform: long-term vision (46:14) — Free cash flow and capital allocation (48:28) — What investors should be focused on right now

Gold Telegraph ⚡

598,569 просмотров • 4 месяцев назад

THIS GOLD BULL MARKET ISN’T 2008 (WHEN GOLD CRASHED WITH STOCKS) — IT’S 1971 ALL OVER AGAIN One keeps hearing “gold will crash with the S&P just like 2008” It’s scaring the hell out of mining stock investors. Momentum Structural Analysis, Jordan Roy-Byrne CMT, MFTA ⛏⛏ & others are pushing back hard — and their arguments are solid. I’m firmly in their camp. Jordan Roy-Byrne: 🚫 THIS IS NOT A 2008 REPEAT. Forget the last crisis. The setup for precious metals today is fundamentally different—and the potential is far greater. 1️⃣ CHRONIC UNDER-ALLOCATION Private wealth portfolios hold only ~0.4% in gold. Institutional allocations are just ~2.4%. These levels are far below 2008. ➡️ ETF flows are only at ~50% of their 2008 peak. ✅ What it means: A massive wall of money is still on the sidelines. There is enormous room for growth. 2️⃣ THE GOLD VS. PORTFOLIO RATIO IS JUST BREAKING OUT The Gold/60-40 Portfolio ratio broke a 10-year base in 2024. It's up 93% from its low. ➡️ In 2008, it rose 177% over 7 years. ➡️ In the 1970s, it exploded 441% in just 4 years. ✅ What it means: We are in the early-to-mid stages. This move is not extended; it's barely begun. 3️⃣ SECULAR BOND BEAR MARKET = 1970s PLAYBOOK We are in a long-term bond bear market, similar to 1965-1982. ➡️ When bonds fall, they offer no "safe haven" during equity sell-offs. ➡️ Money must find a real store of value. That value is gold & silver. What it means: This is the exact fuel that created the explosive 1971-1974 gold rally. History is repeating. THE TRIGGER TO WATCH: A decisive break below the 12-year uptrend line in the S&P 500 ÷ Gold ratio. This will be the signal for capital to flood from stocks into metals. TAKEAWAYS: ✅ Ignore the perpetual "crash" narrative. It has cost investors dearly since 2009. ✅ The next stock bear market will accelerate the metals bull market. The Bottom Line: This isn't 2008. This is a replay of the early 1970s—a period of under-ownership, monetary distrust, and a secular bond bear market that sent gold parabolic. The setup is complete; we are waiting on the catalyst. #Gold #Silver #PreciousMetals #BullMarket #Investing #Macro #Stocks #Bonds #Finance HT: Jordan Roy-Byrne CMT, MFTA ⛏⛏ - original video in the comment

Mark

151,465 просмотров • 8 месяцев назад

UPDATE: M. OLIVER - FORGET 2011. SILVER IS ENTERING A "NEW REALITY." THIS IS BIGGER. ⚡ "Volatility is part of the process. Expect sharp, scary sell-offs (like the recent 15% drop) along the way." ✅ Silver isn't just rallying. It's breaking into a "new reality" of price discovery after 50 years of suppression. ➡️ According to momentum analyst Michael Oliver, the recent breakout versus gold is the critical signal. This same signal preceded the massive rallies in 1979-80 and 2010-11. 📈 His projection is stunning: "In the next couple quarters... I think you'll see silver... reach at least $200 and possibly a lot higher in a rampage." ⚡ Volatility is part of the process. Expect sharp, scary sell-offs (like the recent 15% drop) along the way. These are not the end—they are shakeouts within a much larger ascent. ⚠️ Ignore the noise about COMEX margin calls. They are a sideshow. The core drivers are bigger: monetary decay, systemic risk, and a historic technical breakout. 💎 "Markets are not always rational... When [silver] decides to correct that 50-year error, it has a tantrum that goes beyond a reasonable correction level." The Bottom Line: The alignment of technical, fundamental, and monetary factors suggests the silver move has just begun. Extreme volatility is the price of admission for potential generational gains. #Silver #Gold #PreciousMetals #Investing #Markets #Commodities #Stocks #Mining #Economy #Breakout HT: YouTube - Auctus Metal Portfolios Momentum Structural Analysis

Mark

92,059 просмотров • 7 месяцев назад

🚨 WARNING: SOMETHING TERRIBLE WILL HAPPEN IN THE NEXT 24 HOURS!! On July 24, China will ban paper gold trading. Meanwhile, they're sitting on 30,000 TONNES of physical gold. We've seen THE SAME manipulation before. If you hold any assets today, you MUST know what's coming: Let me explain. Most people think gold is priced by people buying and selling physical bars. It isn't. The majority of gold trading happens through something called "paper gold." Paper gold is simply a financial contract. And for every ounce of physical gold that exists, there are many more ounces traded on paper. This creates enormous leverage. It keeps markets liquid. It suppresses volatility. It allows massive amounts of trading without requiring the transfer of real metal. As long as everyone trusts the system, everything functions normally. BUT CHINA JUST MADE A DIFFERENT BET. While most of the world continues trading paper gold... China has been accumulating physical gold for years. Month after month. Its central bank has continued adding to its reserves. That isn't a short-term trade. It's a long-term strategy. WHAT HAPPENS IF PHYSICAL MATTERS MORE THAN PAPER? This is where things become interesting. If confidence in paper gold weakens... The entire pricing mechanism comes under pressure. Because paper markets depend on one key assumption: That very few participants will ever demand physical delivery. And when that assumption changes, the leverage built into the system suddenly becomes its weakness. What happens if more people start demanding physical gold instead of paper claims? Markets will reprice much faster than people expect. WE'VE SEEN THIS BEFORE. Oil dumped hard during the EXACT same type of market pressure in 2024. Extreme positioning. Forced liquidations. Shifting sentiment. The market became disconnected from the broader picture. Crowded trades are fragile when conditions change. And when the world's largest commodity consumer starts changing how it participates in a market... Smart money pays attention. This isn't simply about gold prices. It's about who controls price discovery. I’ve studied markets for over 10 years and called nearly every major top and bottom. And I’ll call it again in 2026. Follow me and turn on notifications before it’s too late. Don’t make the most expensive mistake of your life.

0xNobler

167,579 просмотров • 1 месяц назад

UPDATE: M. OLIVER - The Asset Class Shift Has Officially Begun. 🚀 "We’ll probably see $200 silver by the second quarter. Now, I could be wrong. We might vastly overshoot and see something even higher than that." – "Be in #Silver and #Miners now !" Michael Oliver, Momentum Structural Analysis. 📈 This is the breakout from a HALF-CENTURY trading range. For 50 years, silver has been contained. That containment is now failing. Why This Time is Structurally Different: ✅ Gold has broken out vs. the S&P 500 on a spread basis—signaling a major asset class rotation. ✅ Silver has broken out vs. gold—meaning it's set to outperform dramatically. ✅ The miners ( $XAU, $GDX) are breaking multi-decade spreads vs. gold, poised to double relative value. The Historical Precedent is Stunning: ➡️When copper broke out of a 30-year range in 2005-2006, it quadrupled in two quarters. ➡️When lead did the same in 2007, it also quadrupled in a few quarters. ➡️Silver is now breaking out of a 50-year range. The potential velocity is immense. This is the START, not the end. 🔄The breakout signals the beginning of a multi-year trend, not a short-term spike. Capital is just starting to rotate from inflated equities (S&P, Nasdaq) into the monetary metals complex. ⏰ "Is it too late to invest?" The clear technical answer is NO. Entry points are always higher in a genuine breakout. This is the last major entry before the move accelerates. The Bottom Line: The charts are screaming that a historic, compressed repricing of silver and mining equities is imminent. This is a structural shift, not a speculative spike. Being early feels late, but being late will be costly. HT: Palisades Gold Radio Momentum Structural Analysis #Silver #Gold #PreciousMetals #Investing #Stocks #Trading #Miners #Breakout #Commodities 🔄

Mark

158,918 просмотров • 8 месяцев назад

🚨 WARNING: THIS CHANGES EVERYTHING!! 🇺🇸 Trump just officially ordered a physical audit of Fort Knox's gold reserves! The US holds 147.3 million ounces of gold at Fort Knox, worth over $500 BILLION. Yet, Fort Knox has not undergone a full physical audit in over 70 years. Most people have no idea what this means for gold, stocks, crypto, and the U.S. dollar itself: Many traders assume an audit can only be bullish for markets. But they are WRONG. 1⃣ If the audit confirms everything exactly as reported: → Uncertainty disappears → Speculative fears fade → Profit-taking increases → Momentum cools after a massive rally After major advances, even the strongest assets often need time to digest gains. 2⃣ If the audit uncovers discrepancies, shortages, or anything unexpected: → Confidence in official reserves will be questioned → Investors rush into physical gold → Safe-haven demand will explode → Precious metals will pump even higher Gold isn't just a commodity. It's confidence. And confidence drives markets. But if serious questions emerge: → Stocks will dump hard → Bond markets becomes volatile → Risk assets face pressure → Investors seek safety elsewhere Markets can handle bad news. They struggle with uncertainty. This isn't really about gold bars. It's about TRUST. Fort Knox will become one of the most important market stories of 2026. Because when trust gets audited, every asset gets repriced. I’ve studied markets for over a decade and called nearly every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it reaches the headlines.

0xNobler

53,752 просмотров • 2 месяцев назад