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@buffett_taro x.com/MoTheHack1/status/208934…

@buffett_taro Gold's momentum is incredible... but you can't really understand central bank movements without looking at them in the long term, so from a layman's perspective, it's probably best to just watch and wait patiently 😌 📊📈🫡 For stock information, see 👇🏽lin.ee/X4O3wSp.

@buffett_taro The US personal savings rate has fallen to 2.6%, a historically low level. Rising living costs due to inflation are reducing household disposable income, and a deterioration in the employment environment could lead to a significant drop in consumption. lin.ee/6CjuUQk

@buffett_taro It's clear that central banks are seriously diversifying their reserve assets. Coupled with the rise in gold prices, this crossover seems like it could be a historical turning point. It's also useful information for individual investors. lin.ee/O2gcO6y

@buffett_taro The momentum of gold is incredible... It's hard to tell what central banks are doing in the long term, but it's clear they're trying to reduce their dependence on the dollar. I'll continue to keep an eye on this! lin.ee/O2gcO6y

The important point is not that the dollar is "ending," but that the over-concentration of foreign exchange reserves in US Treasury bonds is beginning to crumble. If this trend continues, a structural decline in demand for US Treasury bonds → upward pressure on US long-term interest rates → increased interest payment burden for the US → further diversification of dollar reserve assets this could lead to a vicious cycle. As a result, even with short-term adjustments, gold remains bullish in the medium to long term. Rather, what we should be watching next is not the amount of gold purchased by central banks, but how far the proportion of US Treasury bonds in global foreign exchange reserves will fall.

@buffett_taro Gold is gaining momentum... While it's difficult to predict the long-term effects of central bank actions, it's clear they're trying to reduce their reliance on the dollar. I'll continue to keep an eye on this! lin.ee/7oDcGxY

@buffett_taro Is the era of reserve currency cheating finally coming to an end?

@buffett_taro The power of gold is amazing, isn't it? I think the meaning of safe-haven assets is changing. 😌 📊📈🫡 For stock information, see 👇🏽lin.ee/X4O3wSp.

@buffett_taro x.com/AA34285592/status/208938…

@buffett_taro The gold mining stocks you recommended in your video 6 years ago are now three times the purchase price! 🎊 Thank you so much, Taro-san!😭✨ I was too hasty last year, selling 60% of them when I got carried away thinking they'd gone up 1.5 or 2 times.😅

@buffett_taro Details are below 👇

@buffett_taro x.com/Christopheewu/status/208…

@buffett_taro What about the Bank of Japan?

@buffett_taro Aside from the discussion about structural buyers, the short-term upward momentum has suddenly subsided. Polymarket's "reaching $4500" was at 31.5% as of August 19th, a drop of over 30 points in half a day from 61.8% the previous day. $4600 fell to 13.3%, and $4700 to 3.1%. It appears that medium-term supply and demand and short-term price movements are moving in opposite directions.