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@KobeissiLetter Take a quick break from the busy corporate schedule and tackle this quick sports mystery. Tap in and join the heavy debate right now: x.com/i/status/208716222943925…

Retail investors are rushing back into gold: The largest US physical-gold backed ETF, $GLD, attracted +$50 million in retail inflows on Wednesday, the largest daily inflow since March. This was also twice the previous largest daily inflow recorded since early April. Overall, $GLD attracted +$637 million in inflows on Wednesday, the largest daily inflow since June 18th. Subsequently, the fund posted +$77 million and +$431 million in inflows on Thursday and Friday, respectively. So far in August, investors have added +$1.4 billion to $GLD, putting the ETF on track for its first monthly inflow since February. Investor appetite for gold is back.

x.com/dy_freedomm/status/20667… Retail investors are rushing back into gold: The largest US physical-gold backed ETF, $GLD, attracted +$50 million in retail inflows on Wednesday, the largest daily inflow since March. This was also twice the previous largest daily inflow recorded since early April. Overall, $GLD attracted +$637 million in inflows on Wednesday, the largest daily inflow since June 18th. Subsequently, the fund posted +$77 million and +$431 million in inflows on Thursday and Friday, respectively. So far in August, investors have added +$1.4 billion to $GLD, putting the ETF on track for its first monthly inflow since February. Investor appetite for gold is back.

@KobeissiLetter ngl that GLD inflow is a clear risk-off signal, alts might get flushed soon

@KobeissiLetter A full closing week above $4,600 and it’s all good. If not…dump it.

@KobeissiLetter $GLD rush soon 🫣

@KobeissiLetter Retail chasing GLD at this velocity usually marks the *second* leg of a move, not the entry. Curious whether the options skew on $GLD shifted before or after the ETF flow showed up, because that sequencing says a lot about who's actually driving.

@KobeissiLetter Gold also rallied around the same time the past 2 years.

@KobeissiLetter GLD 📈🚀👀 and SMCI ! x.com/longbullz/status/2087162…

@KobeissiLetter I love front running retail x.com/SandmanMarkets/status/20…

@KobeissiLetter Almost feels like the crowd’s finally catching up to what the charts have been hinting at for weeks. x.com/i/grok/share/7dbc270a81b…

@KobeissiLetter Oop. Just in time for the reversal on gold.

@KobeissiLetter Solid analysis as always. The retail flow data on $GLD is clear and timely — investor appetite for gold really is coming back. Appreciate the breakdown.

@KobeissiLetter Gold is shining bright

@KobeissiLetter Good market content doesn’t need to be complicated to be useful. This gets the point across well. @Atkinso_Rowan is worth following too.

@KobeissiLetter Gold to

@KobeissiLetter Interesting shift. Gold is clearly regaining attention from retail investors.

@KobeissiLetter the imbalance chart is the real story, retail was net negative through basically the whole rally off the lows and only flips positive right up near the high. that's not smart positioning, that's fomo after the move already happened.

@KobeissiLetter Right instinct, older vehicle

@KobeissiLetter Worth noticing the order here. Gold ran first, best week in months, and the retail inflows spike now. Retail always shows up once the move is obvious. It confirms a trend, it rarely starts one. The real bid was the rate trade weeks ago.

@KobeissiLetter retail's gonna get dumped on again lmao

@KobeissiLetter gold is finally catching a bid after that rough q2. the weak jobs report last week really shifted the narrative, and investors are piling into gld as a hedge against softening fed rate hike bets. nice to see the flows turn positive again.

@KobeissiLetter Macro fundamentals and record global M2 meant $GLD 's breakout was always inevitable, but retail FOMO is what turns a solid gold rally into a parabolic blow-off.

@KobeissiLetter My market view ⬇️⬇️ This retail gold rush often marks sentiment extremes, but the magnitude here suggests institutional accumulation is quietly underway too. premarketdesks.com/t/tier1-v1-…

@KobeissiLetter Retail is back! Central banks never left, buying at every level regardless of price. CB flow creates the floor but the retail flow really is the smart money - they care! Our house view: the pullback's done, gold trades freely from here, and it deserves a bigger seat in portfolios

@KobeissiLetter Really like the way you break things down. Understanding the process behind investing decisions is where the real education happens. Learning from you and @_yazzj

@KobeissiLetter The retail label is a little misleading here. GLD pulling money while the 10-year sits around 4.7% is not a simple rate-cut gold trade. It is policy-error insurance showing up in the easiest wrapper. x.com/Sentinel_Macro/status/20…

@KobeissiLetter My market view ⬇️⬇️ This rush back into gold signals growing retail caution on equities—stay alert for a momentum shift. premarketdesks.com/t/tier1-v1-…

@KobeissiLetter Interesting, but maybe retail isn’t chasing gold. Maybe they’re finally starting to see it as a hedge again.

@KobeissiLetter "retail specifically leading this inflow rather than institutions is the more interesting detail, that's usually a later cycle signal not an early one"

@KobeissiLetter Someday… Bitcoin x.com/trevanonymous/status/208…

@KobeissiLetter $GLD pulling a billion-plus in a week off a single bad jobs number. Retail's finally exhausted by "bad news is good news" and just wants to own something that doesn't require decoding Fed signals to figure out what's actually happening.

If tomorrow's headline monthly CPI comes in at 0.4% or higher, and the annual core CPI comes in at 2.9% or higher, the likelihood of stagflation increases. Gold is one of the historically best performing assets in stagflation scenarios. Purchases may have increased due to this possibility.

@KobeissiLetter Gold demand is sending a clear message: investors want protection when uncertainty rises. The return of strong inflows shows that confidence in safe-haven assets is growing again.

@KobeissiLetter ⚡️ BREAKING: The beaches of the Iranian Islands are covered in Oil due to the number of Tankers that have Blown Up in the Strait of Hormuz x.com/FlashWireNews/status/208…

⚡ BREAKING: For the first time in 3 weeks, the US fired on a ship trying to 'violate' the US blockade of Iran's ports in the Gulf of Oman, per WSJ. A US military helicopter fired at the rudder of a Panama-flagged ship after the crew ignored American warnings, causing a large fire. This comes a few hours after Pakistan claimed US-Iran are "close to some arrangement" and "things are shaping up in favor of peace," yet Yemen's Houthis fired on a ship in the Bab el-Mandeb Strait hours ago and now the US.

@KobeissiLetter retail finally waking up to the party

@KobeissiLetter Curios to see what outperforms in the next 5 years $GLD or $now x.com/mrsnoopytrades/status/20…

Is the debasement trade back on…? I would say so given what’s happening to sovereigns bonds in Japan, Europe and USA. I’d encourage retail investors to buy physical gold versus paper derivative “gold”, which is only a claim on gold held in someone else’s vault. Likely not even backed 1:1…. If hedging against fiat paper is your strategy, why buy another Wall Street paper product…? I wrote an article on this on our site goldandsilversaver.

@KobeissiLetter It was only a matter of time... That was a serious buying dip we passed through

@KobeissiLetter Macro uncertainty is pushing gold higher!

A lot has quietly lined up for precious metals here. Yen intervention weakened the dollar, the Fed held rates, and easing geopolitical tensions briefly took some pressure off crude. Now retail money is coming back into gold. But this setup can turn quickly. Another crude shock brings the inflation and yields problem straight back into the conversation. For PMs, this could get messy fast.

@KobeissiLetter Global gold ETFs already flipped positive in July after two down months, then gold pulled back anyway. Worth watching if August holds for the full month before calling this a turn.

@KobeissiLetter Retail inflows into physical-backed GLD force authorized participants to source additional bullion for share creation, which can tighten spot availability if the pace holds.

@KobeissiLetter gold flows are loud but real yields still call the shots

@KobeissiLetter They are joining the Chinese central bank in buying massive amounts of gold Read more here: decodingpolitics.substack.com/…

@KobeissiLetter There is no argument to be had that Gold is, always has been and always will be the dominant form of money. The longer the printing goes on, the more valuable the metal becomes. Especially when sovereign purchases continue to be on the up.

@KobeissiLetter Retail rushing back into $GLD after the rally is already underway is the most time honored tradition in macro investing.

The retail move is notable but the bigger signal may be the gap retail contributed only ~$50M of Wednesday’s $637M total GLD inflow. This looks less like a retail led chase and more like broad U.S. allocation returning with retail only beginning to join. Central banks bought the weakness Wall Street may now be buying the breakout. #GOLD

@KobeissiLetter x.com/IPOAnalysis_/status/2087…