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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (216305)	9/3/2025 7:30:14 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217674

(1) I think <<gold>> shall go down before going up again (2) I do not know that in US$ terms there is an upper limit to how high gold might go, even though gold shall go down, perhaps in large steps, in a 'V' that might last anywhere from 6 weeks to 6 months in the meantime, bad stuff happening, and the Team Trump best do coup at the FED before it is too late bloomberg.com US Treasury Yields Brush With 5% as Global Borrowing Costs Mount Global Bond Selloff Not Necessarily Contagion, HSBC’s Kettner Says Source: Bloomberg By James Hirai September 3, 2025 at 5:18 PM GMT+8 Updated on September 3, 2025 at 6:42 PM GMT+8 The US 30-year Treasury yield rose to near the psychologically key threshold of 5% for the first time since July, underscoring investors’ reluctance to fund America’s swelling federal budget gap. The yield climbed as much as four basis points to 4.999% on Wednesday before paring its advance, mirroring similar moves in the UK and Japan, where a deepening selloff pushed borrowing costs to the highest this century. “The signal is quite clear that there is still at these levels no appetite for the long end,” Ella Hoxha, head of fixed income at Newton Investment Management, told Bloomberg TV this week. “The risks are there’s going to be less appetite going forward.” In the US, the moves underscore the pressure on the government from investors who want more compensation as they’re called on to finance spending plans and tax cuts by the Trump administration. The underperformance by 30-year Treasuries this year contrasts with more popular short-dated maturities. As 30-year yields have risen, those on 2- and 5-year notes have fallen, creating a divergence that last happened over a full year in 2001. Rising US 30-year yields and falling two-year ones marks “an unusual situation reflecting investors’ wish for more compensation to hold long-term bonds,” BlackRock Investment Institute strategists including Wei Li wrote in a note. As pressure builds on the Fed to lower rates, traders typically buy shorter-dated notes that are the most sensitive to changes in monetary policy. With US job openings data due later Wednesday, the selloff may abate if a weaker number leads to widening bets on the scope for Federal Reserve interest-rate cuts, according to Evelyne Gomez-Liechti, a strategist at Mizuho International Plc. Money markets are betting on a quarter-point cut from the Fed this month. Economists polled by Bloomberg forecast openings dipped in July to 7.382 million. “A downside surprise in openings, especially if coupled with higher layoffs and lower quits, could be a good combo to see dip-buying in Treasuries,” Gomez-Liechti said. What Bloomberg Strategists Say... “Treasury traders will have some excuse to move the needle in either direction given the impending JOLTS data for July as well as factory orders and the Fed’s Beige Book, but a more definitive take on the bond market may be left to the ADP employment data (to a lesser extent) and the non-farm payrolls data this Friday. With the markets already primed to expect another weak report, a surprise upside reading may mean that global bonds head into the weekend still in search of an elusive circuit-breaker.” — Ven Ram, Macro Strategist

To: Haim R. Branisteanu who wrote (216305)	9/4/2025 11:17:33 PM
From: nicewatch	Respond to of 217674

Forget if originally read from you or elsewhere that original news of the purported massive deposit in China. A few times per decade, I read similar stories about some massive NEW middle-of-nowhere gold deposit in Africa. Gold itself in the Earth's crust isn't as rare as many presume, and most is stored and stacked like many central banks do. For this massive new Chinese deposit, did you ever read or see any follow-on reports better defining the geology, the type of deposit, the metallurgy, the depth at which it sits, etc.? You don't even have to be a trained geologist to ask these common sense questions. Almost always the question and reply isn't there's gold in them thar hills... but rather at what price can it be economically extracted? In the past you have correctly pointed out that PGMs are much rarer than gold, then also their even rarer and more exotic byproducts like rhodium, etc. Let me try to one up you. Perhaps you should be looking into deep sea mining of various metal/mineral deposits on earth. After that, instead of Elon's fanciful notion of living on Mars, we already know of a few asteroids so rich in nickel, platinum, gold, etc., some speculate it would destabilize the global economy if it suddenly arrived. Not that I'm predicting that but you get the idea. Much like the massive import of gold and silver, etc. from the Spanish Main (the Caribbean and South America) destabilized the Spanish Empire and its local economy facilitating its decline, even if that decline was cyclical in nature. Perhaps the treasure from the Spanish Main accelerated that decline? :-)