12 Apr 2024
Central bank purchases, mainly by China have been quoted as the main reason for recent gold rally.
Gold makes out only 4.3% of china’s reserves, there is still large room for further purchases. Source: Michel A.Arouet
10 Apr 2024
Nice chart by BofA showing central bank gold purchases from 2020-2023
Thru Ronnie Stoeferle
10 Apr 2024
As shown by Meb Faber, holding 40% gold instead of US treasuries within your 60-40 portfolio would have delivered similar results as the 'traditional' 60-40 portfolio...
Going forward, with US Treasuries expected to be a poor diversifier due to supply overhang and sticky inflation, gold might prove to be even more useful within multi-assets portfolios.
10 Apr 2024
Costco is selling a lot of Gold
Source: Nostra, House of Gold, CNBC
9 Apr 2024
Estimated People's Bank of China (PBOC) gold holdings
Source: World Gold Council, Gainesville Coins
9 Apr 2024
Chinese gold ETFs have cornered the bulk of the inflows in Asia this year.
Source: David Ingles
8 Apr 2024
Gold is rallying despite retail and institutional investors dumping.
This is bullish. But who is buying by the way? Central banks... Do they know something investors don't know? Source: BofA
8 Apr 2024
Gold as the ultimate macro hedge / diversifier within a multi-assets portfolio
This might be one of key investment theme of the current decade
