Something feels seriously wrong in the gold market.


 

Something feels seriously wrong in the gold market. Gold just had its worst week in 43 years.

Down over 10%.

And yet. The macro backdrop is exactly what should push gold higher.

War escalating.

Inflation rising.

Oil moving up.

Historically, this is bullish.

But price did the opposite.

That's the part people are missing.

Because gold doesn't just move on fundamentals.

It moves on liquidity.

Right now:

Dollar strength is squeezing demand.

Funds are selling to cover losses elsewhere.

Leverage is getting wiped through margin calls.

Same asset. Different driver.

The last time gold dropped like this was 1982.

Within a year, it rallied over 50%.

History doesn't repeat perfectly.

But moves like this don't happen often.

Is this weakness or a setup?

• CFDs on Gold (US$ / OZ) • 1W • TVC - =

所有跟帖: 

I will start to rebuild GDX leaps next week -lionhill- 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 03/21/2026 postreply 03:59:32

谢谢!我还没有gold, 等以后跌多些后慢慢建仓 -Lazymm- 给 Lazymm 发送悄悄话 (0 bytes) () 03/21/2026 postreply 06:02:55

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