Gold

The Economist does not like Donald Trump and is enjoying his polling.

The Market Ear has the rub.

The Market Ear has more.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether the gold boom is starting to lose its shine — exploring what’s behind the recent cracks in the rally, and whether investors should be taking profits or buying the dip.

The Market Ear on the gold rout.

By Ashwin Clarke and Lucinda Jerogin, economists at CBA: Key Points: The price of gold has surged to new record highs this month, driven by safe-haven demand.

The Market Ear on weird everywhere.

I agree.

The Market Ear with more.

From the Market Ear: The 4k magnet Gold continues marching higher.

I am bullish but not a buyer here.

Goldman says buy gold. Since the spring, markets have started to transition from tariff uncertainty into tariff reality, which has helped stabilize economic activity indicators and reduced consensus (and our own) probability of a US recession (though it remains above the historical average).

The Market Ear with more.

The Market Ear with the post-Fed news.

The Market Ear on gold. UBS on gold 1. World gold Council’s 2Q data shows a slight slowdown in central bank gold buying, but 43% of reserve managers still plan to increase holdings (vs. 29% in 2024).

ANZ doesn’t think so.

The Market Ear on one winner as US growth fades.

I have been bullish on gold for a year or more.

Gold is the new (old) global reserve currency so long as the child president continues his assault upon the institutions of Bretton Woods II.

Goldman has pumped copper and is now turning.

Overheated or what?

The Market Ear on ludicrously overbought gold. Gold – on the road to 3k Unstoppable gold continues surging today again. As we have been pointing out recently: gold is overbought, but there is room for it to move even higher before we reach the upper part of the channel (comes in around $3k).

The Market Ear with the latest on NVIDIA’s fade out and the resurgence of gold.

The analogue crypto puke is on.

The Market Ear on the gold puke.