Загрузка видео...

Не удалось загрузить видео

На главную

TD Securities & Daniel Ghali go $Silver bearish 2026 TD remains slightly bullish Gold, Platinum, Palladium (article below, more reasoning) One Key Moment to Keep in Mind @ 4:51 It will be interesting to see if barriers to PM flows come up in 2026, with critical mineral 'wars'

50,350 просмотров • 8 месяцев назад •via X (Twitter)

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

In May 2025 I went on a show and said "you cannot be bullish enough on gold." Gold was $3,300. Today it's knocking on $5,000. That's 50% in nine months. The gold miners ETF finished 2025 up 155%. Junior miners up 178%. But I'm not here to gloat. I'm here to tell you the thesis hasn't changed. Not one bit. People keep asking me: "George, when are you turning bearish on gold?" I'll turn bearish on gold when I can turn bullish on the value of money. I'll turn bearish on gold when governments start running sensible monetary policy. I'll turn bearish on gold when the US budget deficit isn't running at nearly 7% of GDP. Show me any of those things happening right now. YOU CAN'T The price of gold isn't going up. The value of money is going down. Gold is just the mirror. And here's what still gets me excited: Gold miners are realizing prices near $5,000 an ounce with all-in sustaining costs around $1,600. That's $3,000+ per ounce in margin. The earnings surprises coming out of the next few quarters are going to be massive. Major gold stocks are trading at 10x earnings. Meanwhile, American retail investors still haven't shown up. ETF holdings are lower than they were years ago. This entire rally has been driven by central banks and institutions. When US retail finally arrives, that's when it gets really interesting. If you look at gold relative to inflation, money supply, or GDP, numbers like $6,000, $8,000, even $10,000 aren't fantasy. You don't need to believe in a Banana Republic scenario to own gold miners. You just need to believe the fiscal trajectory of every major government is unsustainable.

George Noble

230,946 просмотров • 6 месяцев назад