The rally in Gold is *not* (yet) a retail thing

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The rally in Gold is not (yet) a retail thing

The rally in Gold $Gold - main 2406(GCmain)$ is *not* (yet) a retail thing

Retail implied allocations to gold (via ETFs) are still at the bottom of the range, barely moved [despite gold breaking out to new all-time highs, and beating stocks YTD, up more than 10%]

Image

so who's buying then?

Image

Retail/ETFs again...

This time *Flows*

Despite a stunning breakout, no flows.

Gold previously topped out and took a breather when ETF flows got overheated. No risk of that right now...

Image

https://twitter.com/Callum_Thomas/status/1777059764025057399

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CarterSilas
·04-08
Wah, this content is really informative ah! Appreciate you sharing this. 👍
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lolmei
·04-08
The analysis on the lack of retail participation is quite on-point.
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cheeryx
·04-08
For now, it seems the buying is coming from elsewhere.
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Drdeedee
·04-08
Good
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Gold previously topped out and took a breather when ETF flows got overheated. No risk of that right now...<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/03b6d20461e0176315cb632b894db563\" tg-width=\"680\" tg-height=\"505\">Imagehttps://twitter.com/Callum_Thomas/status/1777059764025057399</body></html>","htmlText":"<html><head></head><body>The rally in Gold <a data-mention-id=\"GCmain\" class=\"teditor-mention\" data-mention-name=\"Gold - main 2406\" href=\"https://ttm.financial/FUT/GCmain\">$Gold - main 2406(GCmain)$</a> is *not* (yet) a retail thingRetail implied allocations to gold (via ETFs) are still at the bottom of the range, barely moved [despite gold breaking out to new all-time highs, and beating stocks YTD, up more than 10%]<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/b9623e861e13892cdd033ebec450be85\" tg-width=\"680\" tg-height=\"384\">Imageso who's buying then?<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/bed68815ebcba2a8e8d6b5c37f8efc49\" tg-width=\"680\" tg-height=\"433\">ImageRetail/ETFs again...This time *Flows*Despite a stunning breakout, no flows. Gold previously topped out and took a breather when ETF flows got overheated. No risk of that right now...<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/03b6d20461e0176315cb632b894db563\" tg-width=\"680\" tg-height=\"505\">Imagehttps://twitter.com/Callum_Thomas/status/1777059764025057399</body></html>","text":"The rally in Gold $Gold - main 2406(GCmain)$ is *not* (yet) a retail thing Retail implied allocations to gold (via ETFs) are still at the bottom of the range, barely moved [despite gold breaking out to new all-time highs, and beating stocks YTD, up more than 10%] Image so who's buying then? Image Retail/ETFs again... This time *Flows* Despite a stunning breakout, no flows. Gold previously topped out and took a breather when ETF flows got overheated. No risk of that right now... Image https://twitter.com/Callum_Thomas/status/1777059764025057399","highlighted":1,"essential":1,"paper":2,"likeSize":84,"commentSize":4,"repostSize":12,"favoriteSize":0,"link":"https://ttm.financial/post/292888263496000","repostId":0,"isVote":1,"tweetType":1,"viewCount":908,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GCmain"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":465,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":292989728890936,"commentId":"292989728890936","gmtCreate":1712557033885,"gmtModify":1712649957567,"authorId":9000000000000658,"author":{"id":9000000000000658,"idStr":"9000000000000658","authorId":9000000000000658,"name":"CarterSilas","avatar":"https://static.tigerbbs.com/bf65ca86aeb00567f8edf7489edd03ae","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":292888263496000,"objectIdStr":"292888263496000","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Wah, this content is really informative ah! 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