Gold New Ath

in gold •  3 months ago

    Adjusted for inflation, gold is almost breaking new all-time highs.
    What matters going forward are three things imo.
    (1) War: Gold historically does well during wartime. So if you think conflicts will escalate, it should do well. If you think conflicts will start to settle down, it should do poorly.
    (2) Oil: Gold is historically heavily correlated to oil. So if you think the oil price is going up, it should do well. If you think the oil price will go down, it should do poorly.
    (3) Bond markets: From 1980-2020, Bonds were the "risk-free" asset, because interest rates were falling. But now things are a bit different. We could be in a situation where interest rates generally rise for the next few decades, like they did from 1945-1980, in which case gold itself starts looking like the real safe haven asset and bonds start looking more and more risky.

    I hold stables too, just not usdt, heh also binance now having problem with me holding usdt cause they want to accommodate state "regulations", but i do wonder if we are about to have some breakout up here, and my fingers were burning today earlier to press the green buttons.
    I don't like to buy back for higher, that being said it's nicer to buy back for lower, and when things start serious impulsive moves, there might be not much time to act, in the ideal scenario i would like to see break out of key levels and then successful retest before pulling the trigger, I just dont think it can terracore always work this way
    when buying higher there is always possibility of fake out/bull trap
    well, we do our best.

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