I treat gold as an inflation hedge and said I maintain a fixed allocation through all market cycles. This view relates to the possibility of hedging against inflation and negative real rates discussed in negative real rates and recession.
I maintain a fixed 10 per cent allocation to gold through all market cycles.
I said gold's track record as a hedge against inflation is better than any alternative, and endorsed following smart money; the post provided no supporting performance data.
My 2023-01-05 post linked to https://t.co/h4UvJG3Wo4 but did not explain how I implement or maintain the allocation.