Why Gold Fell During a War
By Brandon Chapman, CMT
Hey trader,
The safe haven trade is broken.
Gold rallied on the first day of the Persian Gulf conflict…it's been falling ever since.
You would think war means higher gold prices as money flees to safety. But that's not what actually drives the metal.
Gold responds to money supply. Right now, the money supply is contracting.
The Fed's balance sheet is flat. Rates are restrictive. And the credit markets are unwinding beneath the surface while everyone watches headlines.
That leaves fewer dollars chasing the same amount of physical gold (approximately).
Gold is telling you the liquidity crunch is real.
The question is where that stress shows up next.
Institutional desks are already answering that question: Treasuries.
The Ghost Prints Surveillance Console caught over 16,000 contracts of institutional activity in TLT during today's session.
Call spreads, outright call purchases, and a put roll all pointed the same direction.
So what's the connection? And how do you turn this information into an ACTUAL trade?
Gold is falling while the world is at war. Most traders are confused.
The ones watching the Console are not.
The Ghost Prints Surveillance Console caught over 16,000 contracts of institutional activity in TLT during a single session. The direction, the structure, and the timing were all visible before the close.
The Console lit up opportunities on KSS (375% in 13 days), PLUG (206% in 5 days), and VFC (100% in just 24 hours).
See the Console in action and learn how institutional flow detection works.
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