GoldNuggets Digest: ETF allocations to gold vs crypto, gold vs bitcoin ratio, commodity stocks, global energy sector stocks, crude oil sentiment and technicals...
FWIW-- one can n SHOULD ALSO watch any Commodity inflation index, Ala the CRB or Goldman Sachs "<GSCI" for any Commodity plays, being either ETF's or the actual futures markets. Those indices tend to forerun the actual commodities.
The ETF allocation chart showing gold rising while crypto rolls over is fasinating timing. Bitcoin down 25% while gold vs bitcoin ratio turns up at relative lows feels like a major inflection point. The commodity stocks sequence observation makes sense too, especialy with energy equities positioned to follow gold and copper miners. Crude holding support despite bearish sentiment is a strong signal, will be intresting to see if energy becomes the big story of 2026.
FWIW-- one can n SHOULD ALSO watch any Commodity inflation index, Ala the CRB or Goldman Sachs "<GSCI" for any Commodity plays, being either ETF's or the actual futures markets. Those indices tend to forerun the actual commodities.
Agree.
The ETF allocation chart showing gold rising while crypto rolls over is fasinating timing. Bitcoin down 25% while gold vs bitcoin ratio turns up at relative lows feels like a major inflection point. The commodity stocks sequence observation makes sense too, especialy with energy equities positioned to follow gold and copper miners. Crude holding support despite bearish sentiment is a strong signal, will be intresting to see if energy becomes the big story of 2026.