Reuters (July 3)
“Big investors are mobilising to trade through weeks packed with wild-card events that may shatter the calm in stock markets and drive big swings for assets they see as exposed to both positive or negative surprises, from gold to corporate credit.”
Tags: Assets, Big swings, Calm, Corporate credit, Exposed, Gold, Investors, Negative, Positive, Shatter, Stock markets, Surprises, Trade, Wild-card events
Investment Week (April 26)
“The gold price – which is often seen as a measure of how anxious investors are feeling – has hit 25 record highs already this year, ranking 2025 third in terms of total of gold price spikes since 1968…. This means that in less than four months, investors have sought out ‘safety’ at a lightning-fast pace.” While some investors are cheered by the recent market respite, they should not pin “their investment case on the ‘hope’ that Trump reneges on his plans just because that seems like the sensible thing to do when we have been shown, repeatedly, that just because the market wants it, it does not mean it will be so.” Investors will likely “have to deal with four more years of paper-thin reliability when it comes to the US.”
Tags: Anxious, Deal, Gold, Investment, Investors, Lightning-fast, Market, Pace, Record highs, Reliability, Reneges, Safety, Sensible, Spikes
Time (March 15)
“Amid widespread economic turmoil, the price of gold has soared to levels never seen before,” with Gold futures exceeding $3,000 per troy ounce. Prices for this safe haven investment “are spiking higher now as U.S. President Donald Trump’s tariff policies have kicked off an international trade war that has roiled financial markets and threatened to reignite inflation for families and businesses alike.”
Tags: 000 oz t, 3%, Economic, Gold, Inflation, Investment, Markets, Price, Roiled, Safe haven, Soared, Spiking, Tariff policies, Trade war, Trump, Turmoil, U.S., Widespread
Wall Street Journal (December 12)
“Investors spent most of 2023 fretting about inflation and interest rates. Now they are snapping up everything from stocks and bonds to crypto and even gold.” Does the “simultaneous surge across assets” signal “the arrival of a lasting bull market” or is it “just a fleeting sugar high at the end of the Federal Reserve’s tightening cycle?” Opinions are divided.
Tags: 2023, Bonds, Bull market, Crypto, Cycle, Fed, Fleeting, Fretting, Gold, Inflation, Interest rates, Investors, Stocks, Surge, Tightening
Reuters (February 1)
“Socialist President Nicolas Maduro is under intense pressure to step down, with Venezuela in deep economic crisis and the government facing widespread international condemnation for elections last year seen as fraudulent.” It appears he is making plans “to sell 29 tonnes of gold held in Caracas to the United Arab Emirates by February in order to provide liquidity for imports of basic goods.”
Tags: Basic goods, Condemnation, Crisis, Elections, Gold, Imports, Liquidity, Maduro, Pressure, Socialist, UAE, Venezuela
New York Times (April 2)
“The prospect of job creation and short-term returns has prompted several governments in Latin America to welcome mining companies and keep regulation to a minimum,” sometimes with disastrous consequences. “The surge in reckless mining operations has provoked anger and controversy throughout the region, and it was a driving force for a remarkable law passed Wednesday in El Salvador banning mining for gold and other metals in the tiny Central American nation.” This bold new ban is unlikely to inspire copycats, but it may “prompt other countries to consider more carefully the toll mining takes on vulnerable communities and the need for tighter regulations and stronger enforcement of environmental rules.”
Tags: Anger, Controversy, El Salvador, Gold, Job creation, Latin America, Mining, Reckless, Regulation, Short-term returns
Institutional Investor (July 18)
Following a tumultuous weekend with a failed coup, another police officer shooting in the U.S., and continuing Brexit worries, investors may want to consider “whether security and geopolitical threats to stability will undermine the impact of aggressive easing actions of the world’s central banks. A recovery in the Turkish lira and global equity indices and a retreat in gold prices, seemingly fueled by the coup’s failure, suggests that at least some parts of the market believe central bank policymakers still trump security threats when it comes to financial asset valuation.”
Tags: Asset valuation, Brexit, Central banks, Easing, Equities, Failed coup, Geopolitical threats, Gold, Investors, Lira, Police, Recovery, Security, Shooting, Stability, Threats, Tumultuous, Turkey, U.S., Worries
Institutional Investor (August 27)
Gold is losing “its luster as an asset class.” Long considered a “hedge against inflation, currency volatility and geopolitical turmoil,” many experts are now questioning gold’s status as a legitimate investment. “Gold has failed to benefit from global economic and political turbulence recently…. Given that gold offers investors no yield, if it doesn’t rise in value during episodes like these, investors don’t have many reasons to hold it.”
Tags: Asset class, Currency volatility, Geopolitical turmoil, Gold, Hedge, Inflation, Investment, Investors, Turbulence, Value, Yield
Forbes (February 10, 2014)
“Beijing is becoming more dependent on the U.S. and the rest of the world for its strength and prosperity.” Though it may be the largest holder of U.S. Treasuries, this is not a sign of strength. “The idea that a government gains strength by piling up dollars or other foreign currencies is a mercantilist holdover from the 16th to 18th centuries, when France, Spain and others thought amassing gold and silver was how a country became wealthy. Trade, not hoarding, makes for a powerful economy.”
Tags: Beijing, China, Currencies, Dependent, Dollars, Economy, France, Gold, Government, Hoarding, Mercantilist, Prosperity, Silver, Spain, Strength, Trade, U.S. Treasuries, Wealth
Wall Street Journal (April 18, 2013)
“Gold’s Plunge Is Cause For Optimism.” Gold investors may not feel the same after watching their asset lose over 15% of its value since February. Still, the plunge could signal a promising trend if capital is redirected from dollar-devaluation hedges “toward investments in what has been called ‘the economy of the mind’—that is, new entrepreneurial endeavors and industries.”
Tags: Devaluation, Dollar, Economy of the mind, Gold, Investors, Plunge, Trend
