Is Gold considered as investment or insurance?

[Behappyalways]

'24.10.30【豐富│東南西北龍鳳配】Pt.1「黃金定律」改變，就是對美元的詛咒？
https://m.youtube.com/watch?v=VztC89yKrFs&t=1517s


The relationship between Gold prices and real yields broke after the freezing of Russia's Central Bank Assets. Maybe a coincidence, maybe not..
https://x.com/patrick_saner/status/1851560985137496484

[Behappyalways]

How Much Gold Exists For Every Person On Earth?
https://www.zerohedge.com/precious-metal...rson-earth

[Behappyalways]

If one is bullish on gold like I do, one might consider investing in gold miners(overseas listed... Vested) or consider local listed pawnshops ( Vested).If gold price rises fast, then these industry related companies will see rising gross profit margin and hence much higher growth in profits compared to gold prices. Hence much higher share price.

Well Chip listed in Malaysia seems to have a lot of room for expansion. Not directly vested though

For jewellers, they might be impacted by lower demand due to higher gold price but on the other hand the value of their inventories (gold jewellery) goes up in value...

All these will be dependent on how gold prices perform. For me, the geopolitical situation is very much different after the start of Ukraine/Russia...and reinforced with Trump in power... Hence Central Banks around the world is accumulating Gold.

[Behappyalways]

This chart, illustrating how central bank direct holdings of gold now exceed those of U.S. Treasuries for the first time in some thirty years, is attracting significant attention.
https://x.com/elerianm/status/1962275798619914297

[Behappyalways]

Central banks have been net buyers of gold for the past 15 years, but the speed of their purchases doubled in the wake of Russia’s invasion of Ukraine. As the US and its allies froze Russian central bank funds held in their countries, it underscored how foreign currency assets are vulnerable to sanctions.

Why investors can’t seem to get enough of gold
https://www.straitstimes.com/business/co...gh-of-gold

[Behappyalways]

• Operating Leverage: As gold prices rise, miners’ revenues increase faster than costs, leading to higher margins and earnings.

Why have gold miners started to outshine gold?
https://www.theedgesingapore.com/news/sp...shine-gold


Central banks can't get enough gold
https://x.com/Mayhem4Markets/status/1973809447916196138

[Behappyalways]

Ray Dalio says today is like the early 1970s and investors should hold more gold than usual
https://www.cnbc.com/2025/10/07/ray-dali...usual.html



NewParadigm Securities completes Asia's first RM231 mil pawn loan bond amid record gold prices
https://theedgemalaysia.com/node/773117

[Behappyalways]

Central Banks Now Hold More Gold Than US Treasuries
https://www.zerohedge.com/geopolitical/c...treasuries

[Behappyalways]

A good watch


黃金一路飆漲 還能不能買？陳鳳馨分析現況給出建議！【#風向龍鳳配】｜CC字幕
https://m.youtube.com/watch?v=9aKCiWLmWYg

[Wildreamz]

I rarely comment on gold (since it isn’t a value-producing asset and thus not within my area of focus), but couldn’t resist after my loss-averse father asked me yet again if he should buy.

Based on the latest data from the World Gold Council (https://www.gold.org/goldhub/research/gold-demand-trends/gold-demand-trends-q2-2025), the all-in sustaining cost (AISC) of gold production was US $1,536/oz.

The current spot price is roughly US $4,200/oz — about a 170 % premium to production cost.

For reference, during the previous cyclical sentiment peak in 2011–12, gold traded at around a 70 % premium to AISC. What followed was a decade-long bear market.

Not making a price call — just pointing out an observation.

(no positions, long or short.)