Brien Lundin – Market Chaos & Gold’s Surge: Safe Havens, Tariffs & A Precious Metals Divergence
Brien Lundin, Editor of Gold Newsletter and host at the New Orleans Investment Conference (Nov. 2–5), joins us during an extreme period of market turmoil driven by tariffs, tweets, and geopolitical instability.
Discussion Highlights:
- Unprecedented market volatility: Massive swings in U.S. indices point to deep investor uncertainty.
- Gold’s rising role as the only safe haven: Despite widespread selling, gold and gold equities are surging, diverging from other defensive assets like bonds and the USD.
- Rotation into gold stocks: Institutional and generalist investors are increasingly allocating to miners, with even junior names showing double-digit daily gains.
- Silver lagging: While silver’s industrial ties weigh it down, history suggests a catch-up rally may be next.
- A global gold bid: Gold is rising in all fiat currencies, underscoring global devaluation concerns and a flight from U.S. markets.
Today The Dow is down -1500! Nvidia got to like the NVDA squirrel cage. LOL! DT
This is not like any major low of the last 20 years. This is much more similar to the action that followed the 2000 low, but better.
https://schrts.co/JxpRBZNQ
Some Silver info from UBS.
https://www.mining.com/ubs-tells-investors-to-buy-silver-amid-trump-tariff-turmoil/
Thanks Tony, it’s good to know that UBS is like Goldman Sachs and Morgan Stanley in that it’s not a contrary indicator!
When is gold going to slow down, they must be laughing in Asia at the west where gold is still seen by most as a barbaric relic. Most people have been locked out of the gold market with these high prices. They will probably miss the silver run as well just in time to watch their crypto’s crash. It is painful to watch the stupidity. Like they say you can lead a horse (mule) to water but you can’t make him drink. DT
Highlander Silver is going from The CSE to a listing on The TSX. Remember I mentioned this company about one year ago because of The Lundins. Too bad you can’t buy them all! DT
Color film footage of Chicago in the 1930’s during “The Great Depression” remastered and with sound. This is crazy! You would almost think you were on another planet. DT
Those rimea may be coming again in technicolor
Looks like LATE 1930’s. Agfachrome in 1934, and Kodachrome in 1936. Color has a way of removing some of the distance in the past. Nowhere near as many cars on the road as today, maybe 1/5 as many at most. Likely because people couldn’t afford them, even with gasoline selling for $0.20 per gallon.
$3210………after hours…..
FREAKY FRIDAY AGAIN…………………….. GOLD UP MORE…..early morning….. $3226
CHINA HITS BACK AT US AND WILL RAISE TARIFFS ON AMERICAN GOODS FROM 84% TO 125%. DT
There goes America’s third largest trading partner, who are more than capable of paying for US products. China will now have to source that stuff elsewhere, while US can give away more of their products for free to places like Israel.
PMs may top today.
https://www.tradingview.com/x/K55GDzD8/
SILVER : Pulling Back?
HL bottomed at 1.17 six years ago but over the last 5 years it has established a floor that is almost 3 times that level…
https://schrts.co/fGyHcuCp