03/25/2026
You buy gold for "insurance" for your money and long-term protection against the collapse of the financial markets and US Dollar so keep that in mind....
Key Takeaways on Gold activity pulled from article https://sprott.com/insights/why-gold-has-fallen-a-liquidity-story-not-a-broken-thesis/?utm_source=insights&utm_medium=email&utm_campaign=sprott-digest&_cldee=mlnXhZrgk_nbiD04zozbKRz_JE9zZ_OkdnY5hoYZ07su-FCoCc9tjzxByFePmJnQ&recipientid=
* Liquidity Crunch, Not a Broken Thesis: Gold was sold as a source of liquidity during forced deleveraging, not because its underlying fundamentals had weakened.
* Iran Shock Disrupted Reserve Flows: The conflict in Iran and the closure of the Strait of Hormuz (through which ~20% of global oil flows) halted energy revenues and stalled sovereign gold buying, removing a key pillar of demand.
* A Familiar Stress Pattern: Like 2008 and 2020, gold is reacting to liquidity pressure, not failing as a hedge against monetary debasement and monetary reserve instability.
* Setup for Gold’s Next Bull Phase: Structural pressures are building toward renewed monetary support—historically a powerful catalyst for gold.
Gold’s sharp March sell-off isn’t a failure of its safe-haven role. It’s the result of a global liquidity crunch that forced investors to sell what they could, not what they believed in. As reserve flows stall and deleveraging runs its course, the same pressures dragging gold down today may be...