GDX: Gold Has Reached A Peak Unless The Federal Reserve Makes A Dovish Pivot
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Gold's recent surge is driven by Chinese demand and concerns about monetary stability, but its value is extreme compared to Treasury rates amid quantitative tightening. GDX has declined 14% since September, highlighting gold miners' underperformance compared to direct gold investments due to high production costs and geopolitical risks.

December 25, 2024 | 2:45 am
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GDX has declined 14% since September, reflecting the underperformance of gold miners compared to direct gold investments. High production costs and geopolitical risks are key factors.
GDX's decline is attributed to the underperformance of gold miners due to high production costs and geopolitical risks. Despite gold's surge, these factors have led to a 14% drop in GDX since September, indicating a negative short-term impact.
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