Gold vs Dollar: The Silent Tug of War

Dollar Down, Gold Up: The Great Reserve Shift


27 June 2025 · Friday

Forwarded this email? Subscribe here for more

Good evening, WeekendInvestor

Today’s Daily Byte

As the week and month wind down, the markets remain steady, with Nifty continuing its upward march. There are no major triggers or risks on the horizon, keeping sentiment calm. What’s catching many off guard is that Nifty is once again nearing its all-time high, and as usual, disbelief is setting in. But this skepticism often fuels momentum, accelerating rallies near record levels.

Reading Time : 4 Minutes

Mi INDIA Top 10

This 10 stock portfolio is a Low Churn strategy that invests in Top 10 trending stocks from the robust Nifty 50 Universe. It is a great substitute for Index investing. It is rebalanced monthly.

Mi MT Allcap

This portfolio selects upto 20 stocks portfolio that follows momentum trends among all listed highly liquid stocks (> 1000 crore mktcap). It is rebalanced weekly.

The Big Reserve Shift: Gold Rises as Central Banks Cut US Debt

For decades, U.S. debt dominated reserve portfolios, while gold steadily lost favour. But now, the tide is turning. A new wave of central bank gold buying and a move away from U.S. Treasuries suggests we may be entering a fresh monetary era—one shaped less by fiat dominance and more by tangible value.

Reading Time : 3 Minutes

Gold vs Dollar: How Global Reserves Are Quietly Shifting in 2025

A powerful chart is painting a quiet yet important story about global reserves. While the U.S. dollar still dominates, gold is making a steady comeback. By visually comparing the share of each in central bank reserves, this new data reveals subtle but meaningful shifts in global financial strategy—offering valuable clues for investors watching long-term trends.

Reading Time : 2 Minutes

Portfolio Momentum Report

Your deep dive into two critical metrics to assess your portfolio’s potential:

1️⃣ Momentum Score: See what percentage of your portfolio is in high vs. low momentum stocks, giving you a snapshot of its performance and health

2️⃣ Weightage Skew: Discover if certain stocks are dominating your portfolio, affecting its performance and risk balance.

💡 Why it matters:

Weak momentum stocks can limit your gains, while high momentum stocks improve capital allocation, enhancing your chances of superior performance.

🎥 Watch this video to learn more : 

Get your Portfolio Momentum Report today and ensure your investments are positioned for success!

Gold correlation with other assets
Why Holding Cash Can Be Risky: Beat Inflation with Smarter Investments

Follow for Daily Market Updates and Insights

Share this daily insightful newsletter with your market savvy friends and family or sign them up for the newsletter !

For detailed blogs, reports and strategies, check WeekendInvesting.com

Disclaimers and disclosures : https://tinyurl.com/2763eyaz

Disclaimer : This newsletter is for informational and educational purposes only and does not constitute financial advice or an advertisement

Reply

or to participate.