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

To: Max2.0 who wrote (21362)	10/16/2025 9:59:22 PM
From: jritz0	2 Recommendations Recommended By chowder QTI on SI Read Replies (1) \| Respond to of 22546

RE: Why should gold appreciate so much faster than inflation? Its a known valued commodity that has been around for quite a while. Certainly there are uses that consume some quantity of gold but I would think much of it is stored in secured repositories. I am genuinely interested to learn why gold is expected to appreciate at an accelerated rate going forward? Many reasons; Currency debasement; demand from retail investors (like me) in the form of ETFs, banking instability, Central Banks from foreign countries moving away from the U.S. Dollar. I don't know what a fair price is for gold, but I think the momentum is still building, same with silver and most hard assets. That is why I diversified my portfolio with hard assets by buying EDGH. I think the Federal Reserve is moving off the 2% inflation mandate and that is going to help all the above including stocks and hurt the dollar. I'm buying the 100% buffered funds with a good chunk of my cash because I think rates on CDs, MMs and other short term rates are going down. The buffered funds are linked to the indexes and cap around 6-7%, I'll take that as a cash substitute. If the market is down, no harm, no foul, I'll still have my principle minus 0.69%. I like those odds.

To: Max2.0 who wrote (21362)	10/16/2025 10:04:12 PM
From: QTI on SI	1 Recommendation Recommended By stockpickeron Read Replies (2) \| Respond to of 22546

Re. Why should gold appreciate so much faster than inflation? Its a known valued commodity that has been around for quite a while. Certainly there are uses that consume some quantity of gold but I would think much of it is stored in secured repositories. I am genuinely interested to learn why gold is expected to appreciate at an accelerated rate going forward? Max, your concerns regarding gold are valid. I had the same concerns as you, especially after looking at the chart and why I waited so long to start a position. However, after doing a bit of research (well reading a few articles on SA and other places), I decided to gradually ease into the GLD position, and only adding based on momentum and when the last add is green by a few percent margin. Regarding, your question to why gold is expected to appreciate at an accelerated rate going forward. Well there is a thesis that central banks worldwide (esp. in Asian countries) will accumulate gold at a faster rate to meet the levels of developed countries. This would create a multi-year demand for gold. This is from one of the SA articles that explains the multi-year bull case for gold: " the bull case here is two-fold. One, it shows that demand is coming from more central banks today than there has been in the past. Two, these Asian central banks still have a long way to go if they want to copy their developed market counterparts. The graphic below shows how the US and European central banks rely heavily on gold, while Asian central banks do to a much smaller degree: " Link to the article: seekingalpha.com

To: Max2.0 who wrote (21362)	10/17/2025 12:45:19 AM
From: chowder	2 Recommendations Recommended By Menominee QTI on SI Read Replies (1) \| Respond to of 22546

Re: Gold ... Gold shows that demand is coming from more central banks today than there has been in the past. This is what convinced me, and it's not peanuts they are acquiring either.