According to The Kobeissi Letter, physical gold buying in the US has reached depression-like levels, with inventories increasing over 100% year-to-date and gold prices hitting $3,100/oz. The surge is attributed to tariff uncertainty exceeding levels seen during Trump Trade War 1.0, which could have significant implications for traders focusing on gold markets.

According to The Kobeissi Letter, gold prices have surpassed $3,100 for the first time in history, influenced by increasing economic uncertainty. This development signals a potential shift in investment strategies, as traders may seek to hedge against market volatility by investing in gold. The historical price level may prompt a reassessment of asset allocations, particularly in portfolios seeking stability amidst fluctuating economic conditions.

According to @KobeissiLetter, gold prices are surging, with the market cap poised to exceed a record $20 trillion. This surge comes as the S&P 500 has lost over $5 trillion in value. Over the past 12 months, gold's returns have more than quadrupled those of the S&P 500, signaling a significant shift in investor confidence towards gold.

According to @KobeissiLetter, gold prices are surging, with the market cap poised to exceed a record $20 trillion. This surge comes as the S&P 500 has lost over $5 trillion in value. Over the past 12 months, gold's returns have more than quadrupled those of the S&P 500, indicating a significant shift in investor sentiment towards safer assets.

According to The Kobeissi Letter, technology stocks and oil prices are experiencing significant declines, with the latter hitting a 4-month low due to demand concerns. Amidst this backdrop, gold prices are on the rise, approaching new all-time highs driven by increasing uncertainty. Additionally, bond prices are escalating, indicating market expectations of potential rate cuts. In this economic environment, the cryptocurrency market's response is pivotal, offering traders opportunities to hedge against volatility and inflation concerns.

According to The Kobeissi Letter, the current financial market conditions show a decline in technology stocks due to persistent tariff concerns, a decrease in oil prices to a 4-month low driven by demand worries, and a rise in gold prices towards new all-time highs due to market uncertainty. Bond prices are also rising, suggesting expectations of rate cuts. These developments are pivotal for cryptocurrency traders as they influence market sentiment and liquidity conditions, impacting crypto price movements.

According to The Kobeissi Letter, gold prices have surged over 1% for the second consecutive day as markets factor in the increased risk of a recession and the potential onset of a trade war. This movement in gold prices reflects investors seeking safe-haven assets amidst economic uncertainty.

According to The Kobeissi Letter, gold prices have surged over 1% for the second consecutive day as markets react to increasing recession risks and potential trade war developments.

According to The Kobeissi Letter, the cryptocurrency market is experiencing a decline in conjunction with various global financial indicators. The S&P 500 is facing a downturn, potentially indicating economic conflict, while oil prices drop, suggesting recessionary fears. Concurrently, gold prices are rising, hinting at inflationary pressures, and bond prices are increasing, which could signal a decline in inflation expectations. These movements have been correlated with the cryptocurrency market's fall, impacting trading strategies significantly.

According to The Kobeissi Letter, gold prices have surged back above $2,900 due to increased market volatility and escalating geopolitical tensions. This trend is significant for traders as gold often serves as a safe-haven asset during periods of uncertainty, potentially impacting trading strategies and portfolio allocations. The current geopolitical climate is contributing to heightened demand for gold, thus influencing its price and market behavior.

According to Michaël van de Poppe on Twitter, Bitcoin is currently in a critical zone where maintaining liquidity below $85K is essential for market stability. This situation is comparable to previous patterns where a decline in gold prices led to a bounce in BTC pairs. Furthermore, the daily Relative Strength Index (RSI) for Bitcoin has reached its lowest point since August 2024, indicating potential for market reversal or stabilization. These factors are pivotal for traders assessing Bitcoin's next move.

According to The Kobeissi Letter, the usual inverse relationship among US bonds, gold, and the US Dollar has diverged significantly since late July. Gold prices have surged approximately 24%, while the US Dollar has increased by about 2% and the 10-year note yield has risen around 8%. This change is attributed to market adjustments for ongoing deficit spending and anticipated inflation.

According to The Kobeissi Letter, foreign countries' share of US sovereign debt is currently around 33%, marking the lowest point in 25 years. This significant reduction, down by approximately 22 percentage points since the 2008 Financial Crisis, indicates that foreigners are actively selling US Treasuries. This trend is contributing to the rise in gold prices and the decline in US bond prices, highlighting a shift in investment preferences that traders should monitor closely.

According to The Kobeissi Letter, foreign countries' share of US sovereign debt has decreased to approximately 33%, the lowest in 25 years, prompting a rise in gold prices and a fall in US bond prices. This percentage reflects a 22-point drop since the 2008 Financial Crisis, as foreigners continue to sell US Treasuries.

According to @KobeissiLetter, gold prices have surged by 50% over the past 14 months, reaching new all-time highs. The market cap of gold has hit $20 trillion for the first time in history. This significant rise in gold prices may suggest increased investor interest as a safe-haven asset amidst global economic uncertainties. Traders should consider the potential for continued investment in gold given its recent performance and historical reliability as a hedge against inflation.

According to @KobeissiLetter, gold prices have surged by 50% over the last 14 months, achieving another all-time high. The metal's market capitalization has reached $20 trillion for the first time in history. This significant rise signals a strong bullish trend in the gold market, attracting more investors seeking safe-haven assets amid economic uncertainties.

According to @KobeissiLetter, gold prices have increased by 50% over the past 14 months, achieving a new all-time high. The market capitalization of gold has reached $20 trillion for the first time in history. This significant rise is attributed to investors' continued interest in gold as a safe-haven asset amid economic uncertainties. Traders should consider the implications of gold's price surge on portfolio diversification and market dynamics.

According to The Kobeissi Letter, gold prices have surged by 50% over the past 14 months, reaching new all-time highs. The market capitalization of gold has hit $20 trillion for the first time in history. This significant increase in value is driven by investors' continued interest in gold as a safe-haven asset. The rise in gold prices suggests a strong bullish trend that traders may find appealing for portfolio diversification (source: The Kobeissi Letter).

According to The Kobeissi Letter, gold prices are rising due to long-term macroeconomic concerns, specifically the US debt crisis and inflation. Since the pandemic, the US national debt has increased by $13 trillion, and the US dollar has depreciated by approximately 25%. These factors are causing market worries, contributing to the bullish trend in gold prices.

According to The Kobeissi Letter, gold prices are experiencing an upward trend due to macroeconomic concerns, particularly focusing on the US debt crisis and inflation. The US national debt has increased by $13 trillion since the pandemic, while the US dollar has depreciated by approximately 25%, causing market anxiety.