Ronnie Stoeferle (@RonStoeferle) “Mainstream consensus: "Gold failed as a safe haven." 📉 Reality: Gold was margin” — TopicDigg
Ronnie Stoeferle
@RonStoeferle
Fund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors", Proud father of 3. Suffering fan of Rapid Wien. Tweets ≠ investment advice
加入 February 2013
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Mainstream consensus: "Gold failed as a safe haven." 📉
Reality: Gold was margin-called by a war. 💥
6 reasons behind the historic #Gold# selloff:
💵 The Dollar Ripped: Oil spike created a global USD scarcity.
🦅 Hawkish Fed: Inflation fears crushed rate-cut hopes; real yields spiked.
🛢️ The Oil Shock: $108 oil validated the Fed's hawkishness.
🛑 Forced Liquidation: Blockade severed Gulf state cash flows, triggering firesales.
📉 Crowded Trade Unwind: Gold was a crowded long; it got sold for liquidity.
🇦🇪 Severed Physical Pipeline: The Dubai route closure wiped out physical demand when paper selling peaked.
This was a liquidity event, not a fundamental shift. The structural bull market absorbs corrections.
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