How Gold is breaking all correlations !

This chart tells a very interesting story.. . . .

Author

Alok Jain
April 11, 2025


11 April 2025 · Friday

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Good evening, WeekendInvestor

Today’s Daily Byte

The tariff war is raging full tilt between the US and China. Both sides have now imposed tariffs exceeding 100%. The US has slapped a whopping 154% tariff on Chinese goods, while China has retaliated with about 134% on US products. What this essentially means is—trade is virtually impossible. No goods can practically be bought or sold when such massive duties are levied.

Neither side is backing down. Both governments appear steadfast in their actions. As a result, side deals are rapidly emerging. China is engaging the EU and UAE for new trade agreements. The EU is also speaking with UAE, and the US is warming up to Mexico. India is part of the narrative too—although no major moves are confirmed yet. However, with both Canada and China—America’s biggest trade partners—currently at odds, the world trading order appears to be coming apart.

We will talk about how it is impacting global markets, Indian markets in the video below

Reading Time : 4 Minutes

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How Gold is breaking all correlations !

From 2006 to 2022, gold and interest rates moved in opposite directions. Whenever interest rates came down, gold prices went up. And when interest rates went up, gold prices fell. This is how things usually behave—lower interest rates make gold more attractive because gold does not pay any interest. So when bonds offer less return, gold becomes a better option. This long-term pattern held strong for over a decade.

But something changed in 2022.. . . . .

Reading Time : 4 Minutes

The Momentum Podcast

🚀 The Momentum Podcast - Episode 2 is Live! 🎧

Join Rajnish as he shares his journey from traditional investing to mastering momentum strategies. Hear his insights on real estate vs equities, gold investing, and the key lessons he’s learned along the way

Are we in a Commodity Super-Cycle ?

Commodity prices have always moved in cycles. A very interesting chart shows how, over the last 200 years, the commodity price index in the US has had long up and down trends. These are shown as 10-year rolling CAGR (Compound Annual Growth Rate) numbers, and what stands out is the pattern – commodities go through both strong positive and deeply negative phases, often repeating every 50 to 70 years. . . . .

Reading Time : 3 Minutes

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Has market made a bottom ?
LIQUIDCASE stings LIQUIDBEES !

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