Four consecutive weeks of outflows from gold ETFs.

This will go down as one of the best opportunities to add to gold at historically oversold levels in my view.

Bottoms are always a process, and I do believe we are in the middle of one.

This was a great opportunity to revamp my portfolio and add to a few miners I’ve always wanted to own — now at 30–40% discounts.

Easier said than done.

You’re either ready to take advantage of volatility, or you get stuck in the narrative that gold is no longer a defensive asset because it leads liquidations.

Nonsense.

tavicosta.substack.com/…