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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: cemanuel who wrote (21109)10/8/2025 1:11:48 PM
From: chowder4 Recommendations

Recommended By
agniv
cemanuel
Smart_Asset
Steve Mac

  Respond to of 23074
 
Although I understand your hesitancy on adding gold, here's what got my attention.

*** The trend appears structural rather than cyclical, with central banks now holding more gold than US Treasuries for the first time since 1996. ***

Structural? That sends my antennae up!

*** The fundamental message is clear: the world's most sophisticated financial institutions are voting with their reserves, choosing gold over government bonds in unprecedented numbers. This shift may well define the next phase of global monetary evolution. ***

When I read that, I don't see governments selling gold because it is overvalued. I could be wrong of course, but it's the financial institutions driving price, not the FOMO retail investor as far as I can determine.

I think I'm done buying though as I have a full position established, now I'm working on silver.



To: cemanuel who wrote (21109)10/8/2025 5:48:54 PM
From: ChillyWillie1 Recommendation

Recommended By
cemanuel

  Respond to of 23074
 
"I will buy silver. It's trading (just) below the 80:1 gold to silver ratio indicating it may be the way to go at the moment."

Actually, that is where I have been trading my silver for gold, then back again at 90--I did miss the run up to over 100 recently. I have been trading the gold silver ration for about 4 years now--just for fun, its about 2.5% of the portfolio value.

Bill