Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

19 Mar 2025

Presented with no comment, Long-Term Gold Price, 3 centuries

Chart ~ Nick Laird, http://GoldChartsRUs.com

18 Mar 2025

The bull market in gold has been truly historic: Gold has added ~$5.0 trillion in market value over the 12 months and is now worth a record $20.1 trillion.

Over the last 6 years, gold's market cap has risen by nearly $12 trillion, or 148%. In 2025 alone, gold prices have risen ~12% and marked multiple new all time highs. Furthermore, the gold to CPI ratio has hit a record 9.2x. This exceeds previous peaks of 8.4x and 8.1x posted in 1980 and 2011. Gold is making history. Source: The Kobeissi Letters, Blossom

17 Mar 2025

Gold $GLD has outpaced the S&P 500 $SPX by 2.5x since 2000.

A $10K investment in Gold is now $104K, while the S&P 500 sits at $40K. Source: Carbon Finance

17 Mar 2025

The gold-to-S&P 500 ratio is now near 4-year highs.

Source: Bloomberg, Crescat Capital

14 Mar 2025

Gold trades above $3k for first time ever:

$3,000.40 (futs for now, spot shortly) Source: zerohedge, Bloomberg

13 Mar 2025

The resilience of the yellow metal shines through as Gold reaches an All-Time High

Comparatively, other assets have experienced drawdowns from their respective All-Time Highs: - Berkshire $BRKB: -4% - Gold Miners $GDX: -4% - S&P 500 $SPY: -8% - Oil & Gas $XLE: -9% - NDX $QQQ: -12% - Transports $IYT: -15% - Mag7 $MAGS: -18% - Software $CLOU: -18% - Bitcoin $XBT: -22% - Banks $KRE: -22% - SOX AI $SOXX: -24% - Home Builders $ITB: -25% - ARK $ARKK: -68% Data Source: Lawrence McDonald

7 Mar 2025

The Swiss gold avalanche to the US

Source: www.zerohedge.com

25 Feb 2025

Gold ETFs drew largest weekly inflow since March 2022, says WGC

Physically backed gold exchange-traded funds (ETFs) registered the largest weekly inflow since March 2022 last week, data by the World Gold Council (WGC) showed on Monday. Gold ETFs store bullion for investors and account for a significant amount of investment demand for the precious metal, which hit a record high of $2,956.15 per troy ounce on Monday. Gold ETFs saw an inflow of 52.4 metric tons worth $5 billion last week, the largest amount since the first week of March 2022, when global markets were grappling with immediate consequences of Russia's invasion of Ukraine. This raised their total holdings by 1.6% to 3,326.3 tons, the largest since August, 2023. The U.S.-listed funds led the inflow last week with 48.7 tons. For comparison, in January they saw an outflow of 6.3 tons. source : reuters

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks