Hi YXI friends,
Gold has reached the $4000 milestone today. The buyers are everywhere: EM central banks, North American institutions, and retail traders alike.
Apart from the “Dedollarisation” narrative of the past year, I believe Gold’s rally is a combination of investors hedging against the market crash (there is also a lot of put-option buying in the indices) and excess liquidity globally. Money is rotating between Gold, stocks, crypto and now also bonds, increasingly creating an everything-bull market.
The move on a holistic level is not sustainable in the medium term. We will experience a crash sooner or later. However, in the short term, the bull market can become unforgiving to the bears due to momentum and FOMO.
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