Gold ETFs on the Rise, but Still Playing Catch-up to Physical Gold Purchases

Published 31/03/2025, 10:59 pm

Many investors seem to be missing the gold rally. The chart below exhibits two lines: the black one shows the total known gold ETF holdings, while the brown line represents the gold spot price.

Gold ETF (NYSE:GLD) assets under management are finally picking up, but there is still a long way to go to catch up with physical buyers, who, after the 2022 weaponization of the dollar, are now mostly central banks.Paper Gold ETF vs Spot Price

Source: Bloomberg, www.zerohedge.com

Meanwhile, President Trump has announced a 25% tariff on all cars not made in the US, meaning if a car is built in the US, no tariffs will apply.

“This will continue to spur growth,” Trump told reporters. He confirmed that these new tariffs are in addition to existing ones and are expected to generate $100 billion in revenue. To underscore his seriousness, Trump said, “This is permanent”.

Additionally, he discussed his plan to allow Americans to deduct interest payments on cars made in America.

“We are going to charge countries for doing business in our country and for taking our jobs, our wealth, and many other things they have been taking over the years”, Trump said.

The Impressive Performance of Berkshire Hathaway Since 1987

Since the great crash of 1987, the holding managed by Warren Buffet, Berkshire Hathaway (NYSE:BRKa) has registered a spectacular performance of 20,977%, representing an annualised performance of 16.5%, compared to +4,307% for the S&P 500, or 11.3% per annum.

Berkshire Hathway vs S&P 500 Since 1987

Source: Dividend Talks on YouTube @DividendTalks

Cash Is No Longer Switzerland’s Top Payment Method, SNB Says

Debit cards have now overtaken bills and coins as the most widely used payment method in Switzerland, a significant shift for an economy long known for its obsession with cash. According to a Swiss National Bank survey published Tuesday, about 35% of in-store consumer transactions were settled by card last year, while physical money accounted for 30%. That compares with 21% and 70% respectively in 2017. Additionally, 18% of transactions were settled using mobile payment apps, and 14% via credit cards.

Switzerlands Top Payment Method

Source: SNB, Bloomberg

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