
Gold’s perfect storm: why I turned bullish
Despite headwinds from weaker Asian demand, rising yields, and risk-on sentiment, shifting market dynamics suggest gold is regaining value.

Despite headwinds from weaker Asian demand, rising yields, and risk-on sentiment, shifting market dynamics suggest gold is regaining value.

Reduced available mine supply and massive ETF flows have driven a parabolic gold rally that is pushing the asset beyond traditional defensive risk/reward thresholds.