gold

Strongly bearish

• CVChris VermeulenStrongly bearish Gold is in a topping phase that will fizzle and sell off, with downside to about $3,100 an ounce. “I have the downside move for gold is about $3,100 an ounce if this pattern is to play out” ▶ 24:42 ‘Panic Selling’ Today: Yields To 8%, Gold To $3,… · 28 Sept
• FCFiona CincottaStrongly bearish Gold has broken key moving averages and could fall further until the Fed closes the door on hikes and the dollar and oil weaken. ▶ 1:33 Oil Jumps and Gold and Silver Slide to Seven-Wee… · 28 Sept

Bearish

• JSJames StanleyBearish Gold is being faded on bounces and looks set for a deeper low, with an open door to a 4100 test. “it's very near the FOMC swing low, and it looks like it could possibly break down for a deeper low” ▶ 0:03 Bitcoin Keeps Rallying on Bad News While Gold Ge… · 25 Sept
• ʎꞱʎllǝuuop ʇuǝɹqBearish Gold doesn't trade great here. “gold and silver don't trade great” Open the post Good morning .. Waiting for PPI but the real sto… · 10 Sept

Bullish

• GBGary BohmBullish Gold may look weak today, but it will be supported once officials keep printing money rather than let the bond market break. “If you believe that is coming, gold does not have to look strong on a Monday in late September.” Open the post The same rising bond yields that knocked gold lo… · 28 Sept
• ETElizabeth ThomasBullish She initiated a gold position and sees more upside as fear and instability drive buying, though not from central banks. “I do think that there can be more upside for gold, which is why I initiated a position a few weeks ago.” ▶ 15:27 U.S. Bonds Are Trading Like an Emerging Market w… · 28 Sept
• BJBrent JohnsonBullish He would not be surprised by a short-term jump in gold, though he doubts a return to February levels soon. “it's not going to surprise me at all if we get a short-term jump in gold” ▶ 28:51 How the U.S. power move in Greenland impacts you… · 27 Sept
• HAHugh AgroBullish Agro calls it an exciting time to be in the gold business with a receptive market for exploration. “It's it's an exciting time to be in the gold business” ▶ 4:16 Revival Gold Has Two Paths to Unlock Major Value · 24 Sept
• JSJosef SchachterBullish Suggests holding gold, precious metals and uranium in the portfolio. “you may want to have gold precious metals uranium you name it in your portfolio” ▶ 15:34 Global Gas Shortage: This Is When Oil Price Doub… · 23 Sept
• JBjeroen bloklandBullish Blokland sees gold as a scarce monetary asset that bonds will not outperform. “positive real returns alone won’t be enough to reverse the massive relative underperformance against scarce monetary assets like gold and bitcoin” Open the post Today, the 30-year UK bond yield dropped 12 basi… · 17 Sept
• FJFelix JauvinBullish Felix is positioned in the debasement trade (gold and metals) and expects it to do well over the next year or so, willing to ride short-term downside. “over the next year or so i i feel like it'll do well” ▶ 33:47 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
• JDJared DillianBullish He is cautiously bullish on gold, doubting a retest of 4,000, and sees a weak jobs print reversing the trade in gold's favor. “so i'm cautiously bullish here” ▶ 18:03 “I’m Insanely Bullish on Bonds” | Jared Dillian … · 3 Sept

Strongly bullish

• DLDaniel LacalleStrongly bullish Lacalle prefers gold over bonds, implying he expects gold to do better. “Why I prefer U.S. tech and gold over bonds.” Open the post 'I'm afraid of human stupidity, not artificial i… · 30 Sept
• LGLaks GanapathiStrongly bullish Ganapathi favors gold and gold proxies as the consistent, proven asset. “So for me, it's gold and gold proxy. And if history has proved anything, that has been the consistent one.” ▶ 0:00 LAKS GANAPATHI | Gold & gold proxies have been t… · 30 Sept
• SHSteve H. HankeStrongly bullish Hanke says gold's secular bull market is intact and it will keep going up, topping out around $6,000. Open the item Bond Yields Surge: How Much Higher Before Econom… · 29 Sept
• JCJeffrey ChristianStrongly bullish Christian remains bullish on gold: the drivers pushing rates higher are far more positive for gold than higher rates are negative. “the factors causing the interest rates to high rise are more positive for gold and outweigh, far outweigh the increase in interest rates” ▶ 7:46 Gold Is Getting Crushed—Is This The Start Of A B… · 29 Sept
• LLLawrence LepardStrongly bullish Lepard expects gold to keep rising, heading over $5,000 and probably $6,000-$7,000 within 18 months. “I think gold is headed back over 5,000, you know, probably six or 7,000 within 18 months.” ▶ 52:57 No Living Investor Has Seen A Time Like This Bef… · 29 Sept
• GAGuy AdamiStrongly bullish He keeps his bullish gold view intact, expecting more countries to repatriate gold. “I am not divorcing myself of my bullish view there.” ▶ 17:22 U.S. Bonds Are Trading Like an Emerging Market w… · 28 Sept
• DODoombergStrongly bullish Doomberg says gold is the best hedge against dollar debasement and its nominal price goes up. “if you're looking to hedge u.s dollar debasement preserve purchasing power then gold is the best answer” ▶ 15:49 DOOMBERG | All roads lead to the printer! · 27 Sept
• RBRobin BrooksStrongly bullish Brooks expects gold to rally as the debasement trade takes off again. “The debasement trade will take off again...” Open the post I'm doing my usual Saturday live stream today at… · 26 Sept
• PSPeter SchiffStrongly bullish Schiff says rising yields and inflation are bullish for gold, and gold prices will accelerate higher. “rising interest rates, particularly bond yields, are bullish for gold, not bearish” ▶ 1:50 PETER SCHIFF | The Federal Reserve is going to h… · 25 Sept
• LGLuke GromenStrongly bullish Gromen expects gold to surge sharply ("moon") as part of his proposed policy sequence. “let gold moon, instruct Warsh to revalue official gold to the new much higher price” Open the post Cut rates to zero, cut interest on bank reserves… · 23 Sept
• TKThe Kobeissi LetterStrongly bullish If gold prices catch up with the recent rise in ETF holdings, they could surge above $5,000 in the coming months. “if gold prices catch up with the recent rise in holdings, they could surge above $5,000 in the coming months.” Open the post Are gold prices heading to $5,000+? Global gold… · 20 Sept
• JTJurrien TimmerStrongly bullish Timmer expects gold to rise from its $4k support to $5k or higher in the coming months on global liquidity and rising demand. “we could easily see $5k or higher in the coming months” Open the post Gold has rebounded from its support at $4k and b… · 18 Sept
• JCJeffrey Currie ++Strongly bullish Currie argues for owning gold over fiat currencies in the current environment, part of a generational hard-asset cycle still in its early innings. “the pros of owning gold rather than fiat currencies in the current environment” Open the post Thanks to @WilfredFrost for inviting me on to hi… · 7 Sept