Goldtent TA Paradise

OI OI OIL

1. YYZ says:

   August 25, 2026 - 2:26 pm at 2:26 pm

   That’d put GoR at 65.
   Are we in a new era and there will be no mean-reversion to 25-30 bbl per oz gold (75yr history since the 40’s)?

   Without a bearish Gold thesis, I don’t see how oil priced in dollars won’t have a tailwind for the next 3-5 years minimum.

   Look at this oil price chart (again priced in $#!T paper). Every 23-25 years oil has a price range reset. ’46-’73 $3, ’73-’04 $20, ’04-current $60. We’re in the last stretch of the current ‘stable’ oil pricing in the $60 range. What comes next is ‘unfathomable’ sort of like 1973 or early ’00’s. The $60 range could easily 3x or higher on a spike – new ‘equilibriam’ target for ’29-’55 should at least be $180 (with spike lows to $100 and highs in the $300’s). My personal spike high range is $320 in my lifetime (briefly touching the value of paper 1946 dollars).

   https://www.macrotrends.net/1369/crude-oil-price-history-chart

   By design, dollar devaluation says there is going to be an OIL price reset in the next few years.
   Gold is telling us the same.

   Just as when Silver was in the teens and $20’s not so long ago and breaking $100 (WITHOUT A STK MKT CRASH) was unfathomable, oil will do the same – just spitballing here, but I’d give it 3 years max to play out.

   This 10/24/25 post I’ll be revisiting in the future.
   https://goldtadise.com/?p=678694

   Also while phys oil has been rangebound (55 low to 120 high) since 09/2025, oil co’s and service co’s are SOLIDLY up 50% on average (Energy MF’s and ETF’s), plus pay around a 3-4% div. Besides, most of that large % gain was BEFORE the IRAN War.