gold
Shifted: cautious → bullish
Gold commentary split between short-term caution and longer-term structural optimism. Several speakers linked recent weakness to higher real yields, a stronger dollar, inflation concerns and prospective Fed tightening 179232930, while others argued that central-bank, ETF and institutional demand remains strong and that gold is resilient or strategically under-owned 2132229. Longer-horizon bullish claims focused on monetary inflation, debt, currency debasement and gold’s possible role as collateral or a reserve asset 341131.
Where the voices land
All voices 16 voices1 range-bound15 bullish
Range-bound
- ADAdrian DayRange-bound Expects gold to stay in a soft, volatile trading range and not break out to $5,000 while interest rates keep backing up. “it's not going to break out to 5 000 again so long as interest rates are backing up” ▶ 24:01 1987 Black Monday Repeat: How Close Are We? | Ad… · 8 Oct
Bullish
- AMAnthony MoreauBullish Expects gold prices to go higher. “you really get all the upside because gold's going higher too” ▶ 20:23 American Eagle Gold Targets Scale and Grade at t… · 12 Oct
- RBRobin BrooksBullish Expects the reasons for gold to stage another rally are building. “The reasons for gold to stage another rally are building...” Open the post I'm doing my usual Sunday morning live stream at… · 10 Oct
- MSMatt SimpsonBullish Expects gold to hold above the 4,000 level and sees upside potential over the near term, though not a new record high soon. “overall I think traders are a little bit too bearish on gold at the moment. There's some upside potential over the near term” ▶ 3:04 Gold Prices Pulled Back but Futures Traders Stay… · 9 Oct
Strongly bullish
- AMAlasdair MacleodStrongly bullish Expects gold to rise sharply over the next six to twelve months, doubling, tripling or quadrupling as currencies fall. ▶ 31:27 Alasdair Macleod: Gold Could Explode as Fiat Cur… · 14 Oct
- MHMichael HowellStrongly bullish Expects gold to keep pace with rising US debt and to stabilize and push up once China turns its money taps on again. “when they turn that money tap on again, the gold market will stabilize and begin to push up” ▶ 43:07 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- GBGary BohmStrongly bullish Sees a collective global print cycle and fiat debasement making gold the safe place to be. “therefore the safe place is gold” ▶ 33:41 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- TCTavi CostaStrongly bullish Expects gold to rise substantially from here, calling it extremely attractive after the 25% correction and a secular bull market that could reach $15,000-$30,000 an ounce one day. “I really think gold is still extremely... attractive at these prices” ▶ 33:37 Bond Market Reckoning: Why Your Money Is Next | … · 12 Oct
- LGLuke GromenStrongly bullish Expects gold to reach $22,000/oz, the level at which China's YTD gold imports would balance its YTD trade surplus. “China's YTD gold imports would balance its YTD trade surplus at $22,000/oz.” Open the post Nonmonetary gold + Precious metals exports are t… · 12 Oct
- JBjeroen bloklandStrongly bullish Expects gold to rise, with China buying unprecedented amounts and readers told to act accordingly. “why China is buying unprecedented amounts of gold. Act accordingly.” Open the post In case you still believe China is an economic g… · 12 Oct
- PSPeter SchiffStrongly bullish Expects rising nominal rates with faster inflation to be bullish for gold. “So I actually think this is quite bullish for gold, even though investors have perceived it as a headwind.” ▶ 20:07 Peter Schiff & Grant Cardone Debate Housing Cras… · 11 Oct
- DSDavid ScuttStrongly bullish Expects gold's breakout to extend, targeting $4,225–$4,235 an ounce initially, then $4,300, $4,333 and $4,400. ▶ 1:29 Why Gold's Breakout Hinges on the Dollar and Tre… · 10 Oct
- CMChris MarcusStrongly bullish Expects a gold revaluation — either government-led or forced by the market — and says it is already underway. “it's almost 99.999 you'll get a gold revaluation now that's whether the government does it or whether the market blows it apart” ▶ 0:00 CHRIS MARCUS | The shackles are breaking off the… · 10 Oct
- GWGary WagnerStrongly bullish Expects gold to bottom here and rally to a possible new high by Q1/Q2 of next year, over the next six to eight months. ▶ 21:35 Gold Pivot At $4,000: Bottom Or New Bear Market?… · 9 Oct
- BJBrent JohnsonStrongly bullish Expects gold to make a fairly big move higher in the next few weeks, though he would buy a lower low if wrong. “I actually think the gold's gonna make a fairly big move in the next few weeks. I think it probably goes higher” ▶ 7:47 MacroVoices #553 Brent Johnson: Disparate Housew… · 8 Oct
- JIjim iuorioStrongly bullish Expects gold and silver to be the place to be if the Fed starts buying long-end bonds and the debasement trade returns. “if that trade switches, I think gold and silver are gonna be the place to be” ▶ 24:40 Markets Face A Double-Threat Today | Jim Iuorio · 8 Oct
Chart levels and momentum 5 voices5 bullish
Bullish
- MSMatt SimpsonBullish Expects gold to hold above the 4,000 level and sees upside potential over the near term, though not a new record high soon. “overall I think traders are a little bit too bearish on gold at the moment. There's some upside potential over the near term” ▶ 3:04 Gold Prices Pulled Back but Futures Traders Stay… · 9 Oct
Strongly bullish
- TCTavi CostaStrongly bullish Expects gold to rise substantially from here, calling it extremely attractive after the 25% correction and a secular bull market that could reach $15,000-$30,000 an ounce one day. “I really think gold is still extremely... attractive at these prices” ▶ 33:37 Bond Market Reckoning: Why Your Money Is Next | … · 12 Oct
- DSDavid ScuttStrongly bullish Expects gold's breakout to extend, targeting $4,225–$4,235 an ounce initially, then $4,300, $4,333 and $4,400. ▶ 1:29 Why Gold's Breakout Hinges on the Dollar and Tre… · 10 Oct
- GWGary WagnerStrongly bullish Expects gold to bottom here and rally to a possible new high by Q1/Q2 of next year, over the next six to eight months. ▶ 21:35 Gold Pivot At $4,000: Bottom Or New Bear Market?… · 9 Oct
- BJBrent JohnsonStrongly bullish Expects gold to make a fairly big move higher in the next few weeks, though he would buy a lower low if wrong. “I actually think the gold's gonna make a fairly big move in the next few weeks. I think it probably goes higher” ▶ 7:47 MacroVoices #553 Brent Johnson: Disparate Housew… · 8 Oct
Debasement and money printing 3 voices3 bullish
Strongly bullish
- AMAlasdair MacleodStrongly bullish Expects gold to rise sharply over the next six to twelve months, doubling, tripling or quadrupling as currencies fall. ▶ 31:27 Alasdair Macleod: Gold Could Explode as Fiat Cur… · 14 Oct
- GBGary BohmStrongly bullish Sees a collective global print cycle and fiat debasement making gold the safe place to be. “therefore the safe place is gold” ▶ 33:41 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- JIjim iuorioStrongly bullish Expects gold and silver to be the place to be if the Fed starts buying long-end bonds and the debasement trade returns. “if that trade switches, I think gold and silver are gonna be the place to be” ▶ 24:40 Markets Face A Double-Threat Today | Jim Iuorio · 8 Oct
Debt, deficits and rates 3 voices1 range-bound2 bullish
Range-bound
- ADAdrian DayRange-bound Expects gold to stay in a soft, volatile trading range and not break out to $5,000 while interest rates keep backing up. “it's not going to break out to 5 000 again so long as interest rates are backing up” ▶ 24:01 1987 Black Monday Repeat: How Close Are We? | Ad… · 8 Oct
Strongly bullish
- MHMichael HowellStrongly bullish Expects gold to keep pace with rising US debt and to stabilize and push up once China turns its money taps on again. “when they turn that money tap on again, the gold market will stabilize and begin to push up” ▶ 43:07 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- PSPeter SchiffStrongly bullish Expects rising nominal rates with faster inflation to be bullish for gold. “So I actually think this is quite bullish for gold, even though investors have perceived it as a headwind.” ▶ 20:07 Peter Schiff & Grant Cardone Debate Housing Cras… · 11 Oct
Central bank and official buying 2 voices2 bullish
Strongly bullish
- LGLuke GromenStrongly bullish Expects gold to reach $22,000/oz, the level at which China's YTD gold imports would balance its YTD trade surplus. “China's YTD gold imports would balance its YTD trade surplus at $22,000/oz.” Open the post Nonmonetary gold + Precious metals exports are t… · 12 Oct
- JBjeroen bloklandStrongly bullish Expects gold to rise, with China buying unprecedented amounts and readers told to act accordingly. “why China is buying unprecedented amounts of gold. Act accordingly.” Open the post In case you still believe China is an economic g… · 12 Oct
1 range-bound15 bullish
Mentions
64 this weekWed 7Wed 7 · 12Thu 15
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 10 mentions
- Jeffrey Currie ++ 8 mentions
- Gary Bohm 8 mentions
- David Lin 6 mentions
- Luke Gromen 6 mentions
- Trevor Hall 6 mentions
- Robin Brooks 5 mentions
- The Kobeissi Letter 3 mentions
See what your own voices say about gold, every morning.
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