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Paul Simister's avatar

A good explanation. I've believed for a long time that precious metals and especially gold are a key component in a well diversified portfolio. I'm surprised by how so many investors, even professional financial advisors ignore it. The tricky part is combining both value and momentum perspectives to get the right balance between future risk and reward.

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Callum Thomas's avatar

100% -- and as with all good asset allocation analysis, prioritizing across asset classes and understanding correlations/characteristics/drivers. I think one thing the last few years has taught us is the need for and value of diversifying diversifiers (e.g. bonds poor performance as diversifiers)

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LiFaFa's avatar

Is the Gold Drivers component like gold/bond price correlation?

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Callum Thomas's avatar

The gold drivers is simply the average of my bond valuations indicator and DXY valuation indicator (inverted) -- so for example if bonds are cheap you basically are expecting bond yields to go down, and if USD is expensive you basically are expecting a weaker dollar... and a weaker dollar + lower bond yields are generally bullish for gold.

So that's the logic + mechanics behind that part.

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LiFaFa's avatar

ah, it's like a 1Y percentile ranking judging by the looks of them?

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