BREAKING: Gold future surge above $4,500/oz for the first time since June 5th. This puts gold futures up +14% since July 17. The gold market knows exactly what is coming next. x.com/KobeissiLetter/status/20…
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BREAKING: Gold future surge above $4,500/oz for the first time since June 5th. This puts gold futures up +14% since July 17. The gold market knows exactly what is coming next. x.com/KobeissiLetter/status/20…
· 169K Views
@KobeissiLetter Taking a quick break from the usual online news to look at human behavior. Check out this deep discussion about why people turn cold after getting hurt: x.com/i/status/208752476443262…
On June 24th, we posted the below analysis for our premium members. We continued to increase gold long exposure and called for $4,500+. Today, that target has been met and this setup is complete. Subscribe to access our premium analysis below: thekobeissiletter.com/subscrib… x.com/KobeissiLetter/status/20…
@KobeissiLetter gold’s pricing in what stocks refuse to acknowledge, hormuz still near a standstill, rate cut odds falling not rising, and a war with no end date. safe haven flows don’t lie even when equities keep grinding higher
@KobeissiLetter Dr. Gold knows that 3.4% CPI is not "cooled" "expected" "dropped" Don't let words manipulate you. You are being robbed of your purchasing power. FIAT is doing fiat things.
@KobeissiLetter 4,500 an ounce and everyone's suddenly a macro genius. Price action writes the narrative after the fact
@KobeissiLetter Gold isn’t pumping for no reason. Markets are pricing in something big. 🔥 $4,500 is no longer a prediction , it’s reality.
@KobeissiLetter Gold is sending a signal, not a spoiler. A 14% rally can price several forces at once: lower real-rate expectations, central-bank buying, dollar risk, and geopolitical hedging. The next confirmation is whether yields and the dollar fall with it.
@KobeissiLetter 14% in a month, gold is trading like a momentum stock now
@KobeissiLetter The gold markets just understand the problem Mr president is about to put us through with Iran.. More like a mirror
@KobeissiLetter My market view ⬇️⬇️ — that +14% sprint isn’t noise, it’s the tape front-running the next policy pivot. premarketdesks.com/t/tier1-v1-…
@KobeissiLetter Gold at $4,500 doesn’t feel like the end of the move to me. It feels like a warning.
@KobeissiLetter the gold market knows nothing!!! it proved the entire world when war started and it went down it proved that it was not linked to inflation when it went up..ITS A BIG FRAUD AND ITS JUNK METAL
@KobeissiLetter Gold is signaling inflation fear, rate uncertainty, and strong demand
@KobeissiLetter Gold might be the biggest beneficiary of the ongoing wars and the stagflation that will eventually occur. It's also the only asset available to mankind that has a proven, documented history of preserving purchasing power through times of upheaval.
@KobeissiLetter @grok why are futures at 4500 but spot is only 4420
14% in under a month is fast for gold specifically, but the price action alone doesn't say which story is priced in, rate cuts, dollar debasement and safe haven demand all point the same direction right now. "the market knows" works after the fact no matter which one turns out right.
@KobeissiLetter Gold may be right, but it's not necessarily saying "cuts are coming." The 10-year is still 4.67%, so this reads more like policy-error insurance than a clean easy-money trade.
@KobeissiLetter If gold knows what comes next, why did gold fall earlier this year? Not sure why people would buy gold, a lot more gains in AI stocks.
@KobeissiLetter Just saw gold smash back above $4,500. Wild how fast it ran +14% since mid-July. Looks like the market is front-running something again. Your June call for this level aged pretty well.
@KobeissiLetter #Gold does not need to know exactly what comes next It only needs the market to realize that remaining unhedged has become more expensive.
@KobeissiLetter Also the key driver is back, strong Asian session demand for gold. This same early-day accumulation was what drove gold to record highs, signaling that the broader uptrend might continue.
@KobeissiLetter Clean break. Gold futures clearing $4,500 for the first time since June — +14% since mid-July.
@KobeissiLetter Gold reasserting. When the metal moves, allocated and verifiable holdings remain the cleaner form of exposure.
@KobeissiLetter Safe haven activated. The real question is, what scares them this much?
@KobeissiLetter Because the inflation numbers are cooked. Inflation is a lot higher. Mathematical probability of inflation numbers coming in exactly as expected down to the decimal? ZERO Give me a fucking break.
@KobeissiLetter still expecting the economic crisis before the reak bull