Patrimoine Or

J’ai fermé assurance-vie, Livret A, actions et compte courant → 100% en ETC OR adossés. Liquidité parfaite (3 clics), sécurité 100%, frais minimum.

[Patrimoine Or @PatrimoineOr]

Décembre 2025 : j’ai tout vendu (actions, AV, Livret A) et mis l’essentiel en or.
Beaucoup me prennent pour un fou.
Voici pourquoi, objectivement, c’est actuellement l’actif le plus rationnel à détenir.

[Patrimoine Or @PatrimoineOr]

@FT All of that’s gettin’ thrown out with the bathwater.

[Patrimoine Or @PatrimoineOr]

@MilkRoadAI The companies I’d be watching most closely
If I were looking for the first signs of a bubble starting to deflate, these are the ones I’d track particularly hard:
1. CoreWeave
2. VNET
3. GDS Holdings
4. Vertiv
5. Modine
6. DigitalBridge

[Patrimoine Or @PatrimoineOr]

@LeDindonFiscal Une licorne 🦄 à la française !

[Patrimoine Or @PatrimoineOr]

@FT So Madame Lagarde has now noticed… Well, if she sees it, it’s clearly beyond doubt. Appreciate the timely observation

[Patrimoine Or @PatrimoineOr]

@NoLimitGains With interest rates staying higher for longer, how do you think the private credit industry will react? More opportunities, tighter lending standards, or rising stress in portfolios? Curious to hear your views. #PrivateCredit #InterestRates #Finance

[Patrimoine Or @PatrimoineOr]

https://t.co/R0gQy6e0Yi

[Patrimoine Or @PatrimoineOr]

Gold is not reacting to volatility.
It’s reacting to currency debasement becoming structural.

Debt growth now exceeds productive growth.
Fiscal deficits require perpetual liquidity.
And central banks can no longer normalize without breaking the system.

When monetary expansion becomes irreversible, scarce assets stop being optional.

Gold is simply pricing the dilution of fiat.

[Patrimoine Or @PatrimoineOr]

Gold is not reacting to volatility.
It’s reacting to currency debasement becoming structural.

Debt growth now exceeds productive growth.
Fiscal deficits require perpetual liquidity.
And central banks can no longer normalize without breaking the system.

When monetary expansion becomes irreversible, scarce assets stop being optional.

Gold is simply pricing the dilution of fiat.

[Patrimoine Or @PatrimoineOr]

@Zonebourse L’or n’achète pas la peur. Il price la perte de confiance. Quand la dette explose, que les taux réels ne rassurent plus et que les banques centrales restent coincées, le métal jaune redevient la monnaie de dernier recours.

[Patrimoine Or @PatrimoineOr]

@BusinessBourse @Insolentiae L’or n’achète pas la peur. Il price la perte de confiance. Quand la dette explose, que les taux réels ne rassurent plus et que les banques centrales restent coincées, le métal jaune redevient la monnaie de dernier recours.

[Patrimoine Or @PatrimoineOr]

Les bons du Trésor s’effondrent : le 10 ans dépasse 4,52 % et le 30 ans atteint 5,06 %. L’or et l’argent corrigent aujourd’hui, mais un véritable krach obligataire reste le scénario le plus haussier pour les métaux précieux.

[Peter Schiff @PeterSchiff]

Treasuries are breaking down. The 10-year yield is now above 4.5%, trading at 4.52%. The 30-year yield is up to 5.06%. Gold & silver are selling off, but a bond market crash is the most bullish thing that can happen for precious metals. Traders just haven't figured that out yet!

[Patrimoine Or @PatrimoineOr]

Central banks sold ~30t of gold in March. Sounds bearish? It isn’t.

Context matters:
Turkey drove most of the move — using gold for FX liquidity and swaps during currency stress. Not a strategic exit.

Meanwhile:
• Central banks are still NET BUYERS in 2026 (~200t+ in Q1)
• Key buyers (China, Poland, others) continue accumulating
• Turkey is already rebuilding reserves

Translation:
This wasn’t “selling gold” — it was mobilizing reserves

Big picture:
Gold is still the asset of last resort in a fragmented, de-dollarizing system.

If anything, this reinforces its role.

Short-term pressure ≠ long-term trend.

[Patrimoine Or @PatrimoineOr]

Rising inflation, cautious central banks, and growth under pressure: in this environment, gold retains strong investment potential, supported by geopolitical tensions and monetary uncertainty.

Currency debasement if central banks keep real rates durably low
Erosion of purchasing power amid persistent inflation
Shift toward tangible assets as monetary policy stays accommodative
Growing distrust in the future value of fiat currencies
Structural support for gold during prolonged monetary expansion cycles

#Gold #Inflation #Macro #Investing

[Patrimoine Or @PatrimoineOr]

Rising inflation, cautious central banks, and growth under pressure: in this environment, gold retains strong investment potential, supported by geopolitical tensions and monetary uncertainty.

Currency debasement if central banks keep real rates durably low
Erosion of purchasing power amid persistent inflation
Shift toward tangible assets as monetary policy stays accommodative
Growing distrust in the future value of fiat currencies
Structural support for gold during prolonged monetary expansion cycles

#Gold #Inflation #Macro #Investing

[Patrimoine Or @PatrimoineOr]

Inflation en hausse, banques centrales prudentes, croissance sous pression : dans ce contexte, l’or garde un fort potentiel d’investissement, porté par les tensions géopolitiques et l’incertitude monétaire.

- Débasement des monnaies si les banques centrales gardent des taux réels durablement bas.
- Érosion du pouvoir d’achat des devises face à une inflation persistante.
- Recherche d’actifs tangibles quand les politiques monétaires restent expansionnistes.
- Défiance croissante envers la valeur future des monnaies fiduciaires.
- Soutien structurel à l’or en cas de cycles prolongés de création monétaire.

[Patrimoine Or @PatrimoineOr]

Rising inflation, cautious central banks, and growth under pressure: in this environment, gold retains strong investment potential, supported by geopolitical tensions and monetary uncertainty.

Currency debasement if central banks keep real rates durably low
Erosion of purchasing power amid persistent inflation
Shift toward tangible assets as monetary policy stays accommodative
Growing distrust in the future value of fiat currencies
Structural support for gold during prolonged monetary expansion cycles

#Gold #Inflation #Macro #Investing

[Patrimoine Or @PatrimoineOr]

Inflation en hausse, banques centrales prudentes, croissance sous pression : dans ce contexte, l’or garde un fort potentiel d’investissement, porté par les tensions géopolitiques et l’incertitude monétaire.

- Débasement des monnaies si les banques centrales gardent des taux réels durablement bas.
- Érosion du pouvoir d’achat des devises face à une inflation persistante.
- Recherche d’actifs tangibles quand les politiques monétaires restent expansionnistes.
- Défiance croissante envers la valeur future des monnaies fiduciaires.
- Soutien structurel à l’or en cas de cycles prolongés de création monétaire.

[Patrimoine Or @PatrimoineOr]

@FT Woke up in a ridiculously good mood today 😄☀️

Thanks to Alisa for the great advice — might just carry me through the whole day!

[Patrimoine Or @PatrimoineOr]

@business ????

[Patrimoine Or @PatrimoineOr]

@business Funny :