Gold’s rally has captured the headlines. Is there more to the story?
Greg Sharenow, portfolio manager, explains why long-term macro forces support pairing gold with a broader commodities allocation – for both diversification and return potential.
Read Now> https://pim.co/m4xehsgx
Thanks Greg Sharenow, a broad-based commodity allocation is becoming essential for diversification and protection in today's market, with #platinum in particular regaining attention as a strategic store of value in portfolios
𝗔𝗳𝘁𝗲𝗿 𝘁𝗵𝗲 𝗚𝗼𝗹𝗱 𝗥𝘂𝘀𝗵: 𝗧𝗵𝗲 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗥𝗼𝗹𝗲 𝗼𝗳 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝗶𝗲𝘀 𝗶𝗻 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀
Gold’s rally above $4,000/oz, driven by central bank buying, Fed rate cuts, and ETF inflows, has dominated headlines. But as prices remain elevated, even with a recent pull-back, investors should ask: how much of this is fundamental, and how much is momentum chasing?
For those seeking inflation protection and portfolio diversification, broad commodities may offer a compelling case with strong return potential, driven by structural tailwinds from AI, green energy, and supply-side discipline, and low correlation to equities and fixed income.
✅ Read my latest piece on the commodity complex and how investors may enhance portfolio resilience and return potential with broad commodities >> https://lnkd.in/gCFAyxFP
Gold’s rally has captured the headlines. Is there more to the story?
Greg Sharenow, portfolio manager, explains why long-term macro forces support pairing gold with a broader commodities allocation – for both diversification and return potential.
Read Now> https://pim.co/m4xehsgx
Gold extends its bullish structure ✨
Gold prices have continued their upward momentum over the past three days, reaching multi-week highs amid renewed safe-haven demand. The metal is holding firm above key support levels, reflecting investor caution over global economic and geopolitical uncertainties.
The short-term trend remains bullish with momentum intact and market sentiment favoring stability assets like gold.
#Gold#Commodities#Markets#Finance#Investing#Economy
📉 Gold below $4,000/ounce: Opportunity or Warning?
♦️Today, the gold market is reacting to China’s decision to remove its tax rebate on bullion sales. This measure reduces demand in the world’s largest market, causing prices to drop.
♦️For savvy investors, this is more than a simple correction: it’s a strategic signal.
♦️My advice to navigate this period:
Anticipate global demand: Monitor institutional and industrial trends.
♦️Seize buying opportunities: Reposition your stocks or contracts before the market stabilizes.
♦️Diversify safe-haven investments: Gold remains a secure asset, but combine it with other instruments to optimize risk.
♦️In a volatile market, anticipation and strategy make all the difference. The time is for thoughtful action, not reactive moves.
For you, what's next for safe-haven plays?
#gold#gold#market#bullion#gold#prices#safe-haven #investment#global#demand#investment strategy #market#volatility#gold trading #precious metals
Gold’s Momentum Shows No Signs of Slowing 💪
In this insightful analysis, Jim Currey, Chief Analyst at GoldWaveTrader, breaks down the current #gold cycle and its promising outlook.
📈 The forecast suggests gold prices are set to climb into early 2026 before stabilizing—but keep an eye on potential pullbacks that could shake the trend.
👉 https://lnkd.in/ghKZj6su#GoldPrice
Chart Breakdown: Gold’s All Time Highs Explained
In this short analysis, we take a closer look at the recent gold price movement following its all-time high of around $3,500 USD 📊.
The chart shows a classic bull flag pattern 🟩, suggesting that the market is consolidating over time ⏳ rather than correcting through price decline.
Gold remains near record levels, trading between $3,180 and $3,400, while global uncertainty 🌐 continues to drive investor trust in the precious metal.
This video explores how temporal consolidation can indicate ongoing market strength 💪 — and why gold remains a safe-haven asset 🛡️ when volatility rises.
Key topics covered:
✨ Gold price technical analysis (bull flag pattern)
📈 Market consolidation & energy dissipation over time
🌍 Global macroeconomic uncertainty & investor sentiment
💰 Safe-haven dynamics and gold’s long-term resilience
#gold#preciousmetals#finance#goldprice#inflationhedge#crisis#fyp#follow
📉 When All That Glitters Falls Together: A Precious Metals Shake-Up
Yesterday wasn’t just a bad day for gold — it was a rare moment when all three major precious metals took a hit at once.
🟡 Gold (IAU) fell about 6%,
⚪ Silver (SLV) plunged over 8%, and
🔵 Platinum (PPLT) slid more than 6%.
When gold drops, it usually signals a shift in investor sentiment — maybe rising real yields, a stronger dollar, or fading fear in the market. But when silver and platinum fall even harder, it tells a deeper story.
Gold is the “safe haven,” silver straddles between a safe asset and an industrial metal, and platinum is almost purely industrial. Their synchronized drop hints at a broader flight from both safety and cyclical assets, suggesting that investors might be raising cash across the board — not just rotating sectors.
In short: this wasn’t just gold losing its shine. It was a confidence shock across metals that usually move in different rhythms. When even the safe haven falls in sync with its riskier cousins, it tells us investors aren’t seeking alternatives — they’re heading for the exits.
💬 What do you think this means — a short-term panic or the start of a deeper reset in commodities?
What Happens When One of the World’s Biggest Refineries Hits Full Capacity
I just spoke with a friend in upper management at one of the Big 5 LBMA refineries. Here is the shocker: they are completely overwhelmed with gold processing and will not be taking any new large volume allocations until January.
If one of the biggest refineries in the world is at full capacity and turning away large allocations, there is no doubt that something significant is happening behind the scenes. This is the kind of insight most market participants never see.
At a time when gold prices are surging and global economic uncertainty is rising, this is not just an operational issue. Gold has always set the standard for backing the economy and maintaining trust in the financial system. What is happening behind the scenes today may be shaping the stability of markets tomorrow.
For anyone planning to move substantial volumes or make strategic allocations the lesson is clear. Access to bullion is not just about having funds ready. It is about understanding the realities behind the curtains, having the right relationships, and being ready to act when the opportunity appears.
In a world where uncertainty dominates headlines knowledge and timing are as valuable as the metal itself.
#Gold#Bullion#PreciousMetals#LBMA#GoldMarket#Investing#GlobalEconomy#MarketInsights#GoldTrading#FinancialMarkets#InstitutionalInvesting#WealthManagement#GoldStandard#BullionMarket
As gold and silver rally in the commodity markets in tandem, our commodities analyst Riya Singh decodes the unique aspect of the demand and supply dynamics of the two precious metals and its impact on silver ETFs.
Watch the full conversation on YouTube - https://lnkd.in/d83uz9w8#Gold#Silver#Commodities#Pricerally
🟡 Gold vs 🟠 Copper: When the historic correlation breaks!
Gold and copper have historically moved in tandem — gold as a hedge and copper as a growth barometer.
Since 2024, however, this correlation has broken: gold is up +1,120% versus copper’s +623% since 2004.
The widening gap reflects rising macro uncertainty and investors’ preference for safety over industrial exposure.
Copper is now testing its all-time high resistance levels — if it breaks through, it could mark the start of a catch-up rally.
If not, this persistent divergence may be signaling a looming global recession, with capital rotating from growth to protection.
Chart from Trading View.
#Gold#Copper#Commodities#MacroTrends#Investing#MarketInsights#InflationHedge#EconomicCycle
🟡 Time for a Pause in Gold
Gold has been one of the cleanest and most powerful uptrends of this entire cycle.
Since breaking out of a massive base in March of last year, it’s more than doubled, underscoring just how strong and sustained this trend has been. But lately, things have gone vertical.
Euphoria has taken over the tape — everyone’s talking about Gold, and some are even lining up to buy physical bars. Right now, the metal is more extended from its 200-day moving average than at any point since 2006.
Historically, when Gold trades 25% or more above its 200-day, it tends to cool off. Each of those prior instances led to a period of consolidation or a mild correction — a reversion to the mean before the next leg higher.
That’s likely where we are again today.
This doesn’t mean the bull cycle is over — far from it. Commodities tend to trend longer than most expect, and Gold still has plenty of long-term upside. But in the short term, a pause here would be perfectly healthy — just another breather in a much bigger move.
These corrective waves often create better setups with tighter risk and clearer structure. I’d rather see the market digest gains, reset sentiment, and build a stronger base for the next advance.
For now, patience may be the best position.
#Gold#Commodities#MarketInsights#Macro#AssetAllocation#Investing#WealthManagement#MarketOutlook#RiskManagement#PortfolioStrategyTRADIIFY PORTAL LLC#tradiifylms#tradiify
Thanks Greg Sharenow, a broad-based commodity allocation is becoming essential for diversification and protection in today's market, with #platinum in particular regaining attention as a strategic store of value in portfolios