Barry Dawes @DawesPoints

Helping investors profit in the resources sector Many years experience commodity and equity research [email protected] #gold #copper #ASX #commodities mpsecurities.com.au/news/ Sydney Joined August 2013

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Barry Dawes @DawesPoints

20 hours ago

Bond fund managers seeking high yields have stayed short to benefit from Powell's ridiculous 4.33% Fed Funds Rate. Almost 50% of US Treasuries mature by end 2027. $14tn in the greatest liquidity aggregation in history. After 50bps cut will be rush to LT yields. But…

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Barry Dawes @DawesPoints

23 hours ago

US Bond yields falling rapidly across the maturities. Big Beautiful Bond Rally! 10 yr soon with a `3' handle! What happened to all the +5% 30 yr cheer leaders? US$ bull market coming along nicely. #gold #Tbonds

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Barry Dawes @DawesPoints

23 hours ago

Gold has moved higher but not very convincingly. Some Gold Sector indices made new highs but the heavy weights $NEM & $B haven't really yet. Overstretched with parabolic runs now due for pullback. Might be important medium term highs here. #Gold $XAU $GDX $HUI $AEM $KGC

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Barry Dawes @DawesPoints

2 days ago

Australians to get seething angry when Aust Govt Bonds get hammered in the very near future. Unrelenting spending and unrestrained debt will soon be coming home to roost for the Trainer-Wheel Treasurer & his dopey leader. US rates falling and Aust's rates rising. You still…

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Barry Dawes @DawesPoints

2 days ago

Big Beautiful Bond Rally about to pick up steam. 4.4% on 30 year? 3.8% on 10 year? 2.8% on 5 year? Why is a gold analyst in Australia the only Tbond bull? A world of US$ and Tbond bears? Non US bonds and currencies are rightfully crashing. Capital flight to US #Tbonds.…

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Barry Dawes @DawesPoints

3 days ago

Euro, Pound and Yen collapsing. Garbage economic managers. NET ZERO nonsense. Impoverishing their citizens. Capital flight into US Treasuries and US$. The Welfare State is dying.

GeoMade 🇺🇸 @geomadegeo

3 days ago

Euro, Pound and Yen collapsing. Garbage economic managers. NET ZERO nonsense. Impoverishing their citizens. Capital flight into US Treasuries and US$. The Welfare State is dying. https://t.co/y097Nwp4hU

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Barry Dawes @DawesPoints

5 days ago

Does anyone find these interesting at all? Any idea what they are saying? Asking for a friend. Getting a lot of nagging friends nowadays. #gold $CDNX $XAU $GDX $HUI $NEM $RAU.V

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Barry Dawes @DawesPoints

6 days ago

Is there any sign of a short term top forming in the Nth American Gold Sector? Asking for a friend. #gold $XAU $GDX $HUI $NEM $AEM $B

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Barry Dawes @DawesPoints

6 days ago

Australia's energy status has been ruined by Luddite NET ZERO and other morons who have meddled in pricing, availability and taxes. 1.5% of mythical global `emissions' won't change sea levels in China. A major renaissance in oil and gas is coming anyway as reality catches up.…

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Barry Dawes @DawesPoints

7 days ago

The ~220kt (~7bnoz) in above ground gold in the world is now worth ~US$25tn (+~US$6tn, +33%) more so far in 2025. CBs with 38kt are $1tn `richer' and the rest ~$5tn. $500bn (~4.5kt) from anyone would buy a lot of T Bonds. Big Beautiful Bond rally. #gold #TBonds

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Barry Dawes @DawesPoints

a week ago

What will gold do when the 10 year bond drops below 4.0%? Will the banksters hit the market and all the stops around $3350 & $3300? Not much support there or below. CoT data is ominous. Golden Fleece coming up? #Tbonds #gold

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Barry Dawes @DawesPoints

2 weeks ago

Gold moved up 0.95% and the DJIA up 1.53%. 10 yr T Note price +0.52% and yield down 1.62%. Does this change thesis of falling bond yields, rising US market, stronger US$ and lower gold? Big Beautiful Bond Rally is showing declining Fed Budget int exp, falling inflation and…

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Barry Dawes @DawesPoints

2 weeks ago

Good stocks have run up nicely to the target matching the 2011 highs but they aren’t exhibiting the spirit needed to drive them higher. That WAS IT!! ~2 weeks ago!! Most recent market action has been uninspiring. $GDX $XAU. $GDX.

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Barry Dawes @DawesPoints

2 weeks ago

I hope the gold bulls are ready to understand what all this means in the gold market today. A paradigm shift is evolving. The impact of Aug 1971 is being inverted. The Big Beautiful Bond Rally is underway. The US$ gold price is heading lower. Market action is not…

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Streetwise Reports @SWReports

2 weeks ago

Big Beautiful Bond Rally To Drive Stocks and Commodities Higher ow.ly/H0C050WJ5RL Barry Dawes of Martin Place Securities shares his thoughts on a coming bond rally and how it may impact commodities. @DawesPoints

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The Gold Report @SWGoldReport

2 weeks ago

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Barry Dawes @DawesPoints

2 weeks ago

The Big Beautiful Bond Rally is happening in the US with 10yr yld lower in 2025. US$ rising. Not so elsewhere. Weak currencies here will be following their bond prices lower. Higher yields required to prevent capital flight. People in these currencies need gold. #gold $TLT…