NFTRH 829 Excerpt on Precious Metals

NFTRH 829 excerpt on Precious Metals
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Hi all,

My name is Isabela (Izzy) Tanashian, and I wanted to briefly preface this week's eLetter by letting you know that I will be gradually transitioning into the role of Marketing Manager here at NFTRH. My goal is to increase NFTRH's accessibility across different platforms, especially in the midst of an uncertain economic landscape. My hope is that, as an added bonus, this role will provide me with a top-notch opportunity to become more financially knowledgeable and enable me to contribute to the expansion of NFTRH in other ways.

Going forward, I will be assisting with the eLetter and other NFTRH services, though rest assured the content will remain consistent! Thank you all for your continued interest.

Excerpted from the September 29 edition of Notes From the Rabbit Hole (NFTRH 829):

Precious Metals

Here are two charts illustrating the points above. The gold price is going parabolic. The 2450 target was cut through like a hot knife through a stick of warm butter. The gold market appears to be loading our next target sooner than originally expected. Yes yes, “BRICS de-dollarizing” this… “China and India weddings” that… and “the Fed is gonna inflate and destroy the US dollar” the other thing.

The gold price is going to earn whatever correction befalls it when this spike terminates, regardless of it all.

gold price

However, if you want to call gold a bubble like the stock market, I’d simply present this picture once again.

Gold/SPX ratio

Our view can be summed up as follows…

  • The broad macro has been climbing the risk ladder all year long.
  • The climb continues.
  • Gold is aboard for the ride and will likely get hammered when the party concludes.
  • But gold’s utility is for stability, endurance and value. As the chart directly above illustrates, gold’s “real” price measures vs. the cyclical, risk-on world is likely to enter a new bull market in a post-bubble macro.
  • As an add-on, this summons our oft-noted view that the gold mining sector will leverage that macro standing for a potentially long bull market, which would feature a rising HUI/Gold ratio, to the bewilderment of many.

Reference this public post:

Think You Know Gold Stocks?

While we are on the subject, let’s veer over to the miners for a look at some internals and then update the technical situation using HUI daily, weekly and monthly charts... [#829's Precious Metals segment then goes on to cover the gold mining sector in detail (TA and internals]

 
“Awesome report Gary!” -Fred L. 9.29.24

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