Reprinted from the Katusa’s Investment Insights newsletter
Every spike on this chart preceded a major market event:
- 2016 spike: Brexit chaos
- 2020 surge: COVID crash
- 2022 jump: Ukraine invasion
Now look at that red line going vertical.
$75 billion just flooded into gold funds — that’s three times higher than any crisis before. When institutional money moves this fast, this violently, they’re not speculating. They’re positioning.
Bank of America’s data (fresh as of May 28th) shows the acceleration. Fund managers who haven’t touched gold in a decade are suddenly backing up trucks.
Meanwhile, retail investors are still chasing AI stocks and arguing about rate cuts. Here’s what the smart money sees that you don’t: Central banks drained COMEX gold vaults for 74 straight days.
The Fed meets in two weeks. And the 213-day “Point-of-No-Return” pattern just triggered — the same signal that preceded gold’s last two $500 surges. I’ve identified two plays positioned to capture this move.
- A “ghost mine” revival with grades five times the industry average.
- The “South American Cash Machine” on track for 500,000+ ounces annually.
The chart doesn’t lie. When big money moves this fast, retail gets left behind.
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