Every time I hear "gold has no yield," I wonder if people who say it ever heard of "capital gains?"

China isn't an enemy of the US in the same way digital photography wasn't an enemy of Kodak. It was just competition.

Please welcome Mr. Dimon: investinglive.com/commodities/jp…

👇True then, true now, true always.

I don't know whether to be excited or scared about this gold surge. Is it that more people are finally waking up to the inevitable fin reckoning or is it that something is about to go off rails...

Gold Confiscation Risk Explodes; EU Seizes Chinese Chip Giant, Mikhailovich Says it’s Act of War Watch now: youtu.be/7yrBZK1fbeQ #gold #china #economy #finance #money #usd Daniela Cambone-Taub

The gist of Lagarde's remarks on CBS now: Gold is up over 50%. While the USD has been & will remain global reserve currency, confidence has somewhat declined. Key factors: rule of law, reliable trade rules, trusted institutions, military might. There are issues in all these

Roger Mitchell Simon Mikhailovich Mo Licker 🛡️ Grant Williams Matt Zeigler The Mad King Santiago Capital Live look at US policymakers ending reliance on the Chinese industrial base that has supported the UST market & USD for 25 years 👇

Fewer than 1.5% of all family offices in the US have gold in their portfolios. When over 90% of family offices have gold, then you will know that it's overbought!

Instead of trying to read the tea leaves on where the "bull market" in gold is headed, everyone should be zero-focused of where the global systemic crisis is headed...

People argue about gold being money or not but there can be no argument that gold is scarce, indestructible & no one's liability - the only liquid financial asset with those attributes. Those are the facts & everything else is noise.

Simon Mikhailovich Interesting ...independent ranchers are now accepting gold and silver as payments...and you get a discount

👇 If you see gold as a "safe haven trade," I have nothing to add. If you see gold as a safe haven from what's coming, this is a pause that refreshes & a chance to add.

Simon Mikhailovich The “safe haven trade” is a curious idea: Buy lifeboats now, Sell them when everyone sees icebergs ahead. A good way to make money. A bad way to stay afloat. What if the iceberg actually hits?

Jesse Livermore said - money is made by sitting, not trading. E.G. - Buy 1oz gold @ $2k, sell @ $4,350 for a gain of $2,350!!! Now u owe $658 of fed gains' tax. Even w/out trans costs or state tax, u need gold @$3,692 to buy back that same 1oz. Good trade? Time will tell.

Bessent: China made a mistake by weaponizing rare earths b/c now, the West will secure its own supplies in 1-2 yrs. Except that China weaponized rare earths vs Japan in 2010. Yet here we are - 15yrs later & scrambling. Mistake, huh? Whose mistake? zerohedge.com/political/chin…

You know, inflation...

Via Citi: A 0.1% increase in household allocations to gold would require doubling annual mine supply. Raising average allocations from 3.5% to 5% would need 18 years of mine supply — about half of all jewellery and coin stocks ever produced. zerohedge.com/the-market-ear…

Via Citi: A 0.1% increase in household allocations to gold would require doubling annual mine supply. Raising average allocations from 3.5% to 5% would need 18 years of mine supply — about half of all jewellery and coin stocks ever produced. zerohedge.com/the-market-ear…