woensdag 27 november 2024

Gold as Percentage of Top 10 ETF's

Gold allocation is at rock bottom. 





However, gold miner margins are at all time highs. The fundamentals are already impressive, but can only get better once gold continues its bull market.







zondag 24 november 2024

Non-Farm Payroll Revisions Vs. Gold

Downward revision of non-farm payrolls are coming for June 2023 - June 2024.

https://youtu.be/LKrl_sPwpDg?feature=shared&t=853

https://www.youtube.com/live/fRhmmF_G2O8?t=434s


 

vrijdag 15 november 2024

Sprott Inc Update Q3 2024

Sprott Inc. update.

Buys: New Gold, Collective Mining, Newmont, IAM Gold

Sells: Goldfields

 


donderdag 14 november 2024

Oil surplus in 2025

It's still not the moment to buy energy. 


Update: 12-dec-2024


zaterdag 9 november 2024

Nomi Prins: $9000 gold

Nomi Prins ups her target on: 

gold: 
2025: $4000 
2026: $5000 
future: $9000 

silver: 
2025: $50 
future: $100-150

Central bank gold reserves Vs. GDP

Central banks still need to buy lots of gold.