- Crypto Fear & Greed Index drops to 12, extreme fear per CoinMarketCap, April 13, 2026.
- Bitcoin falls 1.2% to $70,805 USD as AI stocks lead Nasdaq decline.
- Luxury jewelry sales rise 18% YTD per Bloomberg on LVMH Q1 2026 results.
By Elliott Crane April 13, 2026
Key Takeaways
- Crypto Fear & Greed Index drops to 12, extreme fear per CoinMarketCap, April 13, 2026.
- Bitcoin falls 1.2% to $70,805 USD as AI stocks drag Nasdaq down 2.1%.
- Luxury jewelry sales rise 18% YTD per Bloomberg on LVMH Q1 2026 results.
Great rotation luxury jewelry shift accelerates April 13, 2026. Investors flee AI stocks amid extreme fear. The Motley Fool spotlights this pivot as smart money hunts tangible assets.
The Motley Fool reports AI-heavy Nasdaq plunges 2.1%. Nvidia drops 4.2%. Broadcom falls 3.7%. Investors favor physical alternatives.
Michael Hartnett Flags AI Peak in Great Rotation Luxury Jewelry Shift
Michael Hartnett, Bank of America chief investment strategist, declares the AI bubble peaks. $500 billion USD poured into Magnificent Seven stocks since 2023. Reversals now accelerate.
Hartnett forecasts 15-20% tech re-rating lower. Funds target consumer luxury first. Bloomberg covered his 2024 note, echoed in April 13, 2026 flows.
Jewelry leads gains. 18-karat gold chains and pavé melee diamond bracelets (VS clarity, H color, GIA graded) surge as inflation hedges.
Luxury brands backlog orders. Cartier's Love bracelet in 18-karat yellow gold ($7,000-$15,000 USD) faces waitlists. Bulgari's Serpenti in 18-karat rose gold with natural onyx cabochons attracts bids.
Fear & Greed at 12 Fuels Great Rotation Luxury Jewelry Demand
Crypto Fear & Greed Index hits 12, extreme fear per CoinMarketCap, April 13, 2026. Bitcoin trades at $70,805 USD, down 1.2%. Ethereum falls 1.3% to $2,187 USD.
Panic mirrors stocks. Investors ditch volatile tech for gems. XRP dips 0.2% to $1.33 USD.
Jewelry auctions confirm shift. Sotheby's Geneva, April 10, 2026, totals $45 million USD per auction results. A 12.01-carat fancy vivid pink diamond ring (GIA certified, natural, no treatment) fetches $8.2 million USD.
BNB rises 0.4% to $596 USD. Rotation bypasses crypto for natural stones over lab-grown diamonds.
Blockchain tracks provenance. Everledger certifies gems for jewelers, builds trust.
Luca Solca Projects 18% Growth in Great Rotation Luxury Jewelry
Luca Solca, Bernstein luxury analyst, projects 18% jewelry growth in 2026. LVMH's Bulgari posts 22% Q1 2026 revenue jump to €2.1 billion ($2.3 billion USD).
Richemont's Cartier jewelry reaches CHF 5.2 billion ($5.9 billion USD) in Q4 FY2025/26 per company filings. Solca attributes gains to equity rotation.
Van Cleef & Arpels Vintage Alhambra necklace in mother-of-pearl and 18-karat yellow gold retails $4,500-$10,000 USD.
Harry Winston cluster earrings feature 20 total carats pear-shaped sapphires (unenhanced, natural, GIA). Bidders pay premiums in rout.
Reuters noted prior Richemont jump; trends repeat April 2026.
Runway Boosts Great Rotation Luxury Jewelry Momentum
Milan Fashion Week Fall 2026 showcases chunky 18-karat gold cuffs over silk. Schiaparelli evokes heirlooms.
Gucci high jewelry bezel-sets emeralds in 950 platinum ($50,000 USD). Runway speeds to retail.
Erede's 18-karat gold signet rings feature hand-engraving ($1,200-$3,000 USD). Independents thrive.
Monica Vinader uses recycled 18-karat gold chains with lab-created ethical moissanite ($300-$800 USD). Tech verifies purity.
Auction bidders from finance rise 25% per Christie's data. Christie's New York previews Graff natural ruby necklace at $12 million USD estimate.
Three Price Tiers for Great Rotation Luxury Jewelry Plays
Entry: Mejuri gold vermeil hoops with diamond accents, $200 USD.
Mid: David Yurman cable bracelets in sterling silver and 18-karat gold, $500-$2,000 USD.
Investment: Tiffany Schlumberger bird brooch in 950 platinum with sapphires, $25,000+ USD.
Hedge managers buy Boucheron serpent necklaces with prong-set natural emeralds, $100,000 USD.
Tech Enhances Great Rotation Luxury Jewelry Certification
AI grades diamonds via GIA apps with machine learning. Investors still seek human verification.
Glassnode shows Bitcoin outflows, April 13, 2026. HODLers accumulate, but jewelry captures flows.
Erwan Rambosson, HSBC luxury analyst, sees jewelry allocations rise to 12% from 5% pre-2025.
Chaumet Liens high jewelry in 18-karat white gold with natural pink sapphires gleams.
Auction Records Confirm Great Rotation Luxury Jewelry Pivot
Bonhams April 12, 2026, sale totals $32 million USD per results. Art Deco Cartier emerald bracelet (natural, 10.5 carats total, GIA) hits $4.1 million USD.
Tech P/E ratios compress 30%. Luxury holds 35-40% margins.
Johannes Huebler, Kepler Cheuvreux analyst, targets Richemont at CHF 200/share. Jewelry fuels 60% growth.
Fed decision April 20, 2026, tests great rotation luxury jewelry depth. Luxury jewelry offers enduring stability.
