Allan-Gold is not bubbling yet, IMO. It decoupled from commodities in the fall and is now PROVEN as a safe haven along with US treasuries. And yes, it’s perception, but a universal one now, that you can deduce from recent behavior. Like a global economic/fiat stress meter. The meme is out there. The treasury safety perception won’t last because our economy is falling to fast with no end in sight. People need something to grab onto and there is no other deal in town today.
Don’t fight the herd, follow it and leave first. Lots more stress coming up and the herd will be flocking to safe havens. Nothing has fundamentals. We are in the twilight zone economically. Personally, I think you can throw historical contexts out the window at this point.
