GOLD: THE ‘EVERYTHING’ HEDGE- REPORT

The report broken out below covers Gold from many of the angles cited here with two important new additions.

Good Afternoon.  The last few weeks have seen monumental changes in market dynamics as well as an increased coverage of Gold in context both of fresh all time highs (our coverage here)  as well as the 2024 allocations reports released.

The report broken out below covers Gold from many of the angles cited here as well as elsewhere with two important new additions.

First: It notes the rising awareness that Gold, while imperfect as a hedge for any specific risk (be it inflation, war, bank failures etc), provides umbrella coverage from almost all man-made risks. As true uncertainty rises, Gold’s qualities rise and shine in the public awareness.

As Wall Street’s Frankenstein-like risk products  keep missing the mark, Gold enters its Goldilocks phase of ownership. It is just right in these times.

Second, and more pointedly, this report contradicts something economists have been going on about for months now; Specifically Gold’s broken correlations to the USD and real yields.