In order to maintain growth in any portfolio, one needs to continually reevaluate the state of the market and where the best-performing assets are.
Regarding the evaluation of the market, one of the indicators that can be used is the Buffett Indicator. In order to calculate the number, one takes the total market capitalization $65.47 trillion, divided by annualized GDP $30.15 trillion, giving a value of 217%. If the stock value is much greater than the economy (GDP), the economy may be in a bubble.
Currently, the market is greater than two standard deviations from the norm. This is dangerous territory. The market can continue to run as long as interest rates are suppressed. Returns on investment in stocks become less. Markets become more volatile. This is an unstable position as funds are misallocated, inflation is exacerbated, and stocks inflate to unsustainable levels.
When is the correct time to get out of the market? Each investor has his own risk profile. The fun part is staying in as long as the market runs, not being spooked out on a minor correction, but being out before the big drop.
I hate using GDP as a base in any calculation as it includes government spending, which generally is less about infrastructure and productive expenditure and more about non-productive spending, which distorts the nature of the number. Trying to find a GDP number without government inclusion is almost impossible.
PLATINUM
BUY: (29 AUGUST 2025). No sell yet.
As platinum becomes a more encouraging investment, I have changed my mind regarding the physical holding of Platinum.
The Canadian Platinum Maples and US Platinum Eagles are beautiful and have the potential to outperform silver, which as you know has massive upward price potential.
Unfortunately supply has become difficult and premiums have gone berserk.
URANIUM
BUY: (22 August 2025) URA. The price touched the previous high and came back a bit. Most indicators are pointing up. It looks a little overbought on the stochastic.
BITCOIN AND GOLD
BUY Gold versus Bitcoin (19 August 2025). Gold outperforms Bitcoin.
ETHUSD: SELL: (18 August 2025). Indicators not supporting a buy yet. Money is beginning to flow into the crypto.
BTCUSD: BUY: 10 September 2025. NASDAQ (Cyan).
GOLD AND SILVER STOCKS
Gold stocks outperforming gold (23 July 2025). Gold stocks outperform gold. Looking oversold, turning. Almost turned.
Silver stocks outperform silver (1 August2025).
GOLD AND SILVER
Silver to Gold Ratio
Gold outperforming Silver. (Signal given (5 September) When we think that silver is coming out of the ground at about 8:1 and the Gold:Silver ratio is 88.73, something is way out of kilter.Silver is an astounding buy at this time or gold is in for an extremely heavy correction.
GOLD TO USD
Gold way outperforms USD, (25 August 2025).
A LOOK AT THE GOLD AND SILVER CHARTS
| Today | Last Week | |
|---|---|---|
| Gold Price | $3,633.00 | $3,545.00 |
| Silver Price | $41.19 | $40.60 |
| Gold:Silver ratio | 88.21:1 | 87.32:1 |
| Gold Miners bullish percent index | 96.43 | 96.43 |
| Dollar Index | 97.61 | 98.25 |
| Dow:Gold Ratio (BahaUS 45,608.00 Gold price, $3,633.00) | 12.55 | 12.78 |
| Current USA inflation rate (Dept. of Statistics) | 2.7% | 2.7% |
Gold’s low of the week was $3,575.00, and the high was $3,674.00, now trading at around $3,628.00.
- Gold Monthly: is a hold. We bought in at $1,800.00 in October 2023. Looking overbought, but it can hold that situation for a while. No sell signal yet. (Chart below).
- Gold Weekly: (BUY 25 August 2025)
- Gold Daily: (BUY 25 August 2025). Looking overbought but can stay there for a while. Other indicators look good.
The low for Silver this week was $40.52, and the high $41.66, trading around $41.17 at present.
- Silver Monthly: Hold. (Buy: $24.00 March 2024). Looking overbought. ( Chart below).
- Silver Weekly: (BUY: 25 August 2025). Slightly overbought but still positive indicators.
- Silver Daily: BUY (25 August 2025). Looking overbought.
Our partner has stock of both gold, silver and Goldbacks in our vaults available in Panama. Please contact us for more information.
A video by Mike Adams on the Goldbacks.
Well worth a look!
On the Stockcharts.com charts, the blue vertical lines are our proprietary system buy signals and the red vertical lines are system sell signals – for information purposes only
An interview with Josh, owner of Scottsdale Mint:
Please contact us to arrange the purchase and storage of your gold and silver requirements in a safe, insured location outside of your jurisdiction.
If you are interested in an overview of Fort Kobbe, you may want to have a look at this video: Mike Brown, Director, Fort Kobbe, International Vaults, A DotCom Magazine Exclusive Interview
This is my interpretation of the market and is not to be taken as financial advice. Before making any buy or sell decisions I recommend that you consult with your professional financial advisor.
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