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https://www.fxstreet.com/analysis/seismic-shift-morgan-stanley-recommends-60-20-20-portfolio-with-20-allocated-to-gold-202510072215

Mrs F says that surely the latest run didn’t start just because of that comment on 25th September. But, in AUD the 24th was the last down day ……

Should we be nervous? Hmmmm. US debt $37tn, up $2.1tn from previous year. Forecast to be up $3tn this year. Snowflakes in hell looking definitely likely compared to peace in Gaza or Ukraine. Fiscal deficits in UK, Euro (specifically France, Germany), Japan, US. Migration chaos across Europe. AI looking shaky. Nah, probably not yet.

I think the most significant thing is the suddenness. Not dipping his toe in the water with a 60/35/5 allocation – no, a BAM put half your bonds into gold and keep the other half in short term only. That seems more of a panic than a measured move.

When we start to see articles like this should we be nervous? Morgan Stanley changed their allocation to 20% gold?? Whatever the case, $4K seems to be getting some attention.

“For decades, Wall Street’s traditional portfolio allocation rule has been 60/40, meaning 60% in stocks and 40% in bonds. Gold has been completely ignored, despite outperforming the DJIA for the past 25 years. The DJIA-Gold ratio has declined from 40+ at the start of the century to less than 12 today. In other words, excluding dividends, the DJIA, when priced in terms of gold rather than the US Dollar, has lost about 70% of its value in the last 25 years. The nominal gains are merely an illusion of monetary inflation!

Morgan Stanley recently changed its allocation from 60/40 to 60/20/20, i.e., 60% stocks, 20% in bonds, and 20% in gold. Almost equally interesting is the fact that they have recommended allocating the bond portfolio to shorter-duration income securities, indicating that they expect an increase in long-term interest rates. Finally, Wall Street is waking up from its apathy towards gold and recognizing the reality ahead.”

Gold @ $4,000/Oz – A Small Step for Gold; A Giant Blow to the Fiat Monetary System. | ZeroHedge

Taking a flyer on this stock. was trading @.64, and initial assay results on 3 of their completed drill holes reported not very high gold results. The stock got decimated down to .18.

They still have results to report on another 7 holes which showed more prospective veining, alteration and mineralization.

Note that lovely saucer bottom….

is that the dollar is up near 2% since Friday and we’ve still rallied huge.

Alot more going on here than just the dollar.

Now I hear Trump is willing to sell Tomahawks to Europe to provide to Ukraine so they can strike Moscow?

What the absolute f*ck is Trump doing?

THE BEAT GOES ON…  🙂

https://www.metalsdaily.com/archive/spot-gold-breaches-$4-000-a-geopolitical-warning/374223

LOL Glad you have some sense! 😉

Have you considered that option previously?

As I am still around and in one piece ……I sure as hell haven’t even proposed the idea, let alone opened up an E-Bay account !!!!!!

“sell the wife”

No not at all!

Have you considered that option previously?

Now we have broken both $ 4000 Au and taken Silvers all time Hi’s out……..some of todays gains are huge and the mkt is not 2 hrs old……and they have been selling/shorting for years, many in exchanges where you never need to deliver…..there are loads of them in Europe…every major German City has one.

Whenever I looked for some small miner quotes on Yahoo, they showed me the stock being quoted in Hamburg, Munich, Dusseldorf etc…

This covering/stopping out could go on for ages.

Would have to sell something …

Hope yr not looking at the wife !!!!!!

$50 today? Tonight?

Shorts are being obliterated.

I was thinking the drill results look pretty good for a smallish junior and the chart … decent.

“Raise more money” Darn juniors are always having to go to the well! 🙂

Thanks for your input!

Haven’t decided about it yet. Would have to sell something …

A few weeks ago you could have bought this one for 3 or 4 cents. Now it is over .15. News this morning won’t hurt them. Seemingly ambitious …

Sokoman Minerals Triples Claim Holdings Along 65 km of the Valentine Lake Fault, Building Its District-Scale Treasure Island Project

https://finance.yahoo.com/news/sokoman-minerals-triples-claim-holdings-124100165.html

This stock until recently was one of my worst mistakes. Bought on the way down … usually a mistake and I’ve still a ways to go before I’m made whole.

WARNING: This stock could implode at any time!!!

Doesn’t seem to work out doing that. Decreases supply to wrong people increases price they can sell it elsewhere.

I know nothing about the company, but it does look like they just released more drill results from their project in Oregon.

Also looks like the last fund raising ( $2.5 million private placement) back in mid July. Perhaps all of the drill rigs on site, and all of the drilling is burning through the money on hand, and the market perceives that another pp is right around the corner? Pure speculation on my part….

Starting to breach 49 now.

Maddog I think I know what happened tech wise  but I’m not gonna tell them.

Goldie – makes sense, they are the largest producer

maddog – yeah, the large caps looked shaky to me, hopefully starting to get their footing now. I think they had every intention of creating a waterfall in the metals at the open, so the shares were set to sell. maybe things haven’t gone as planned?

Geopolitical plays a factor. Sanctions on Russia’s PMs. Some metal council came out with news about decreased production of Palladium vs demand but still that was a jump.

I’m not sure if the Fed is going to cut rates next meeting yet but many other factors going on.