Shyon
01-22
To me, gold is no longer behaving like a slow defensive asset but more like a momentum trade driven by structural forces. When prices run past major banks’ yearly targets before January ends, it points to deeper repricing, supported by central-bank buying, de-dollarization, and geopolitical risk rather than short-term fear.

If gold reaches $5,000 before February, I expect a pullback, but likely a shallow and healthy one. A pause toward the $4,700–$4,800 zone would help reset momentum, while a straight vertical surge toward $5,900 would feel more like late-stage exhaustion.

Between JPM and Yardeni, I lean toward JPM’s steady outlook in the near term, while viewing Yardeni’s $6,000 call as a tail-risk scenario. For me, $5,000 is a checkpoint, $5,250–$5,300 is the volatility zone, and $6,000 requires clear euphoria and added macro stress.

@TigerClub @TigerStars @Tiger_comments

Gold Rips Past $5,200: New Regime Eyes $6,000?
Spot Gold extended its historic surge, breaking above $5,230/oz after briefly clearing the $5,000 level, forcing major banks to rapidly revise forecasts. Société Générale now sees gold reaching $6,000/oz, calling even that estimate potentially conservative as investment demand accelerates. ETF inflows have remained positive for eight straight weeks, amplifying price sensitivity—since Oct 2025, every 100-ton ETF inflow has driven gold up ~9.2%. If hedge fund positioning is still relatively light, how much upside fuel remains above $5,200?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Leave a comment
4
32