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James Turk – Available Now
Kingworldnews· 2025-09-27 04:27
James Turk – Available Now FOR DIRECTIONS ON HOW TO PLAY OR DOWNLOAD AUDIOS: CLICK HEREJames Turk: Founder & Lead Director of Goldmoney, Inc (Toronto Exchange XAU) – In his latest book, MONEY AND LIBERTY, James Turk explains the inextricable link between liberty and politically honest money that only gold can provide. Drawing upon five decadesof experience in international finance, he explains why national currencies and banking today are based on outdated ideas that have become harmful. He concludes that ...
Why Nvidia Is Getting 'Butt-Kicked' By Gold Miners: Larry McDonald
Benzinga· 2025-09-10 23:29
市场表现对比 - VanEck Gold Miners ETF GDX大幅上涨 而Nvidia股价比率跌至2.518[1] - 黄金矿商ETF GDX飙升93% 白银矿商ETF SIL上涨90% 而Roundhill Magnificent Seven ETF MAGS仅增长14%[3] - Nvidia市值达4.34万亿美元 超过所有铜、金、银生产商总和[4] 资本流动趋势 - 出现历史性资本迁移 从高估金融资产转向低估大宗商品如黄金、铜和铀[4] - 黄金价格创历史新高 但ETF出现大量资金流出 零售投资者尚未大规模进场[6] - 硬资产表现优于金融资产 受粘性通胀、美联储降息和地缘政治混乱推动[4][6] 行业基本面分析 - Nvidia人工智能发展面临能源基础设施瓶颈 现有规模仅为所需五十分之一[5] - 铀和核能股票市值远低于Nvidia 但被视为未来能源供应关键[5] - 大宗商品矿商受益于通胀环境 金价可能升至每盎司4000美元[4]