Kalbarczyk: Gold up again..

For the first time always The gold pierced the $4,000 barrier. I don't think anyone, or almost nobody expected it, not so much level, but the velocity at which it happened. Many analysts have serious problems explaining why this is happening, why this velocity and what it means.

There are 2 versions of the explanation of current gold prices, the “black scenario” version, and the “dollar revaluation”. present I'll effort to explain the first version. There is simply a 'black scenario', the situation in the planet is becoming more and more complicated and investors are buying gold out of fear. To implement this scenario, there are a fewer more things that are needed, so I can compose that we are inactive very early in this scenario.

The fear is not seen in the NYC stock exchange, the indexes are at evidence levels, the strategy is mostly entirely. Although 'shutdown' is going on in the US, no 1 takes it seriously at this point. Bond market, there's a steady interest rate on 10-year bonds even a small down, and there's no panic either. The U.S. dollar holds very well and even jumped on values, at DXY it exceeded 99, it is rather advanced in this calendar year 2025.

Also looking at markets, gold prices should not be so advanced in specified a short time, and yet individual panics, individual buys, individual is afraid.

In order to carry out the 'black scenario' it is essential to break down all the markets and we do not see it, we see only advanced prices of precious metals. It is possible that fear is caused by a worsening planet situation. Trump gathers troops at the banks of Venezuela, and in the streets of American cities, there is simply a shutdown in the US that can lead to a crisis. Ursula von der Leyen, threatens Russia with war, another large provocation and most likely Estonia will attack Russia on a madman. There is inactive quite a few talk about Israel's attack on Iran, which will most likely turn the full oil and gas marketplace upside down, starting the crisis. The situation in the planet is truly complicated, so it is not amazing that there is simply a group of investors who panic and buy gold.

But it's going to take a small more to carry out the black screenplay, but there's inactive not adequate fear for this moment. Fear must appear on Wall Street and money must flee from Nvidia, from Tesla, from all over Nasdaq, as we will see, then that fear will have much bigger eyes. The problem is that this fear on Wall Street may appear overnight, and it will be hard to control this fear. People are going to panic and look for area for their savings, and the gold line is going to be very long. This will be the beginning of the 'black script', present we only have a signal that this could be the beginning. Next time, I will describe the second script of the 'dollar revaluation', which means the current increases in gold prices are controlled and have a certain purpose.

Arthur Kalbarczyk

Reprint from fb, with approval of the Author.