1) Negative real rates of interest return
2) Money supply growth
3) Price inflation (food stuffs)
4) Monetization of debt
5) Flatlining gold production
6) Real estate falling
7) Evidence of stagflation
I will continue to hold gold.
My only concerns are:
1) Jewelry demand
2) Improved oil to gold ratio
3) US dollar strength
Those 3 items may simply temper how fast and how much I invest in gold.
The problem: turning gold into necessities is very hard when SHTF.
Make sure you are functionally self sufficient (food, tools, land, arms) before investing remaining wealth in dysfunctional holdings.