Gold is wobbling. Silver looks fragile. Liquidity istightening.
And I’ve just sold my gold ETFs.
Not because I’ve turned bearish long term — but becausesomething structural is happening underneath the market. The AI hyper-scalers —Amazon, Apple, Google, Meta — are sucking liquidity out of the system atindustrial scale. Capital that used to chase yield is now being redirected intoAI build-out, data centres, power generation, Nvidia cards, and infrastructure.
That creates tightening.
Tightening creates wobble.
And wobble eventually forces the Fed to choose.
In this video I explain:
• Why I sold my gold ETFs (after selling physical)
• Why I’m still holding miners like Newmont
• What a liquidity squeeze actually feels like in markets
• Why QE may not be a question of “if” — but “when”
Until the Fed hits Control + P, markets are fragile.
If I’m wrong, I’m wrong.
But this feels like liquidity being drained in real time.
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📚 My books
A Beginner’s Guide To Value Investing – Kindle (US)
https://www.amazon.com/dp/B0GHK6RSFT
A Beginner’s Guide To Value Investing – Kindle (UK)
https://www.amazon.co.uk/dp/B0GHJLLN7N
A Beginner’s Guide To Value Investing – Paperback (UK)
https://www.amazon.co.uk/dp/B0GHK6RSFT
Game in Wall Street – Kindle (US)
https://www.amazon.com/dp/B0D9TR71C3/
Game in Wall Street – Paperback (US)
https://www.amazon.com/dp/B0GDGM7H74
#GoldCrash #LiquiditySqueeze #FedPivot