Gold Standard News Daily - Real Money Blog
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10.17.25 - Could Gold Echo its 70s Spike?
Gold last traded at $4,221 an ounce. Silver at $51.56 an ounce.
EDITOR'S NOTE: The current gold rally isn't driven by panic or speculation like the 1970s run; it's powered by real, lasting demand from central banks and global investors. With inflation pressures simmering and currencies losing credibility, this new gold cycle isn't just history repeating itself, it's a rare opportunity to own the asset the world's biggest buyers can't get enough of.
Gold could echo the 70s spike but today's rally is built on real demand, Goldman Sachs analyst says -Business Insider
by Huileng Tan
Gold prices have surged this year, but the rally remains rooted in real demand, not hype — and could still have room to run, according to Goldman Sachs.
Gold, a haven asset, has climbed about 65% in 2025 — putting it on track for its strongest rally since 1979 — thanks to a mix of economic and geopolitical fears.
On Thursday, the yellow metal hit a record high for the fourth straight session, soaring past $4,300 an ounce, according to LSEG data.
While the eyegrabbing gains have drawn concerns about speculation, Goldman Sachs research analyst Lina Thomas said Thursday video that "the rally remains grounded in fundamentals, not frenzy" for now.
"In reality, the move isn't that unusual. Central banks are still buying record amounts of gold, and private investors are simply catching up as the Fed cuts rates," said Thomas.
"So after years of under-allocation, this is more normalization than mania," she added. READ MORE
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10.16.25 - 13 Reasons Why Gold Has Outperformed Stocks Since 2000
Gold last traded at $4,296 an ounce. Silver at $53.69 an ounce.
EDITOR'S NOTE: Over the past few months, gold has surged past equities; and the drivers are not surprising. In this article, the authors provide 13 compelling reasons why gold has outperformed the major U.S. stock indices since 2000. What you'll find is a mix of economic dynamics, policy shifts, and structural imbalances that have tipped the scales.
13 Reasons Why Gold Has Outperformed Stocks Since 2000 -Real Clear Markets
by Timothy Nash, Anthony Storer, Jim Hop, & Tom Rastin
The recent increase in gold prices in the United States and around the world has been driven by a confluence of economic, financial, and political factors. This environment, where gold has outperformed U.S. GDP and the four major U.S. stock markets, began in 2000 and has continued to date (see Exhibits 1, 2, 3). We outline 13 reasons why gold has outperformed most major investments and why it is likely to continue attracting individual and institutional investors.
A haven during uncertain times.
Throughout history, people — from merchants to royalty — have held gold as a hedge against inflation, economic uncertainty, and war. Having gold in your pocket allowed you to overcome political difficulties, especially when paper currencies collapsed.
Geopolitical disagreements.
Recent geopolitical uncertainty has been a major catalyst in the rise of global gold prices. Instability in the Middle East, conflict in Ukraine, and the collapse of Hong Kong as a free state under the Sino-British Agreement have been constant sources of concern, driving up the price of gold. VIEW EXHIBITS AND READ MORE
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10.15.25 - Kiyosaki Warns Historic Market Crash Incoming
Gold last traded at $4,210 an ounce. Silver at $53.17 an ounce.
Jamie Dimon Says Gold Can "Easily Go To $5,000 Or $10,000" -ZeroHedge
When even Jamie Dimon says gold could easily soar to $5,000–$10,000 an ounce, it's a clear signal that smart money sees what's coming. As markets grow more volatile and global risks mount, gold isn't just a safe haven; it's the one asset poised to shine when everything else falls short.
by Tyler Durden
Fresh from reporting a solid set of numbers for the third quarter, JPMorgan CEO Jamie Dimon said he sees "some logic" in owning gold, while declining to say whether he thinks the precious metal is overvalued after its record run-up (perhaps smart, considering his catastrophic attempts to assign value to bitcoin over the past decade).
“I’m not a gold buyer — it costs 4% to own it,” Dimon said Tuesday at Fortune’s Most Powerful Women conference in Washington, referring to storage costs for billionaires who have to store several hundreds gold bars worth billions, and clearly not referring to 99% of actual gold buyers who own a little gold at home and which costs them 0% to own it.
That said, Dimon admitted that gold “could easily go to $5,000, $10,000 in environments like this. This is one of the few times in my life it’s semi-rational to have some in your portfolio.”
Gold, which traded below $2,000 just two years ago, has outpaced gains in equities so far this year, this decade, and this century, reflecting investor demand for safe-haven assets amid inflation concerns and geopolitical unrest, after ignoring precisely the same arguments presented by "tinfoil hat" conspiracy blows such as this one. It continued its torrid advance on Tuesday, climbing to a record $4,184 an ounce, extending its gain this year to almost 60%. READ MORE
Rich Dad Poor Dad Author Warns Historic Market Crash Incoming, Urges Shift to 'Real Assets' -The Daily Hodl
Robert Kiyosaki is warning that a "historic market crash" is imminent and that fiat, printed assets will be crushed. In his view, those holding cash are at risk of losing purchasing power, whereas those who own gold will have protection against currency debasement and financial system instability.
The author of the personal finance best-seller Rich Dad Poor Dad, Robert Kiyosaki, says the “biggest crash in world history” is coming by the end of this year.
In a new series of tweets, Kiyosaki says,
REMINDER: I predicted the biggest crash in world history was coming in my book Rich Dad’s Prophecy. That crash will happen this year.
Baby Boom Retirements are going to be wiped out. Many boomers will be homeless or living in their kids basement. Sad.”
To make it through, Kiyosaki says he believes people should avoid “printed assets” and invest in “real assets” like gold, silver, Bitcoin and Ethereum.
“Savers are LOSERS,” he writes, noting fiat currency’s gradual debasement over time. READ MORE
Golden Patterns -Daily Reckoning
Over long cycles, gold tends to outperform equities in real terms (i.e. relative to inflation). As faith in the dollar and U.S. economic dominance wanes, gold acts as a timeless store of value that preserves wealth even as empires decline.
by Bill Bonner
Patterns. Patterns. Patterns.
In addition to the boom-bubble-bust cycle of the stock market, there is also the Primary Trend…in which gold and stocks teeter-totter over long periods of time. Stocks hit an all-time peak in 1999, at more than 40 ounces of gold to the Dow. Thereafter it was down, down, down (even as nominal prices rose!) to less than 12 ounces today.
We don’t know, of course, if that trend will continue…but it marks a decline in the real value of US stock market assets…and coincides with what we believe is the decline of the US empire. Good? Bad? Reason, schmeason. It’s just what tends to happen. Things spring to life. They enjoy a season or two of splendiferous summer…and then the skies darken, and they die. We don’t control the pattern. And we can’t predict it.
But now, gold is roaring ahead. The Wall Street Journal:
Gold Prices Top $4,000 for First Time
Record run for futures comes at a time of heightened concern about the dollar. READ MORE
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10.14.25 - The Silver Squeeze
Gold last traded at $4,142 an ounce. Silver at $51.59 an ounce.
EDITOR'S NOTE: Silver is being squeezed like never before; supplies are vanishing, and prices are primed to surge. Industrial demand is soaring, while investors are just waking up to the opportunity. Now is the time to add silver to your portfolio, before this steady boom turns into a full-blown breakout.
The Silver Squeeze Wrecking Ball -Daily Reckoning
by Adam Sharp
It’s been a wild ride over the past few trading days…
On Friday, President Trump started a mini-crash by threatening China with new 100% tariffs.
Stocks slid, crypto crashed, and miners dipped.
But yesterday, President Trump strapped on his Superman cape and saved the day. He struck a more conciliatory tone after China replied to his tariff threat with a hard-nosed retort.
As a result, markets opened up nicely this morning. The Nasdaq rose 2%, with the S&P 500 up 1.5%.
Clearly, Trump’s “Don’t worry about China” post reassured American markets that all was well. I’m not so sure China feels the same way, as there remain many unresolved aspects to the trade war.
But for now, we’ll simply soak in the euphoria and focus on our favorite area of the market: precious metals, and silver in particular. READ MORE
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10.13.25 - $10,000 gold ahead?
Gold last traded at $4,110 an ounce. Silver at $52.36 an ounce.
EDITOR'S NOTE: Wall Street is now riding the BRICS-powered gold bull run, triggering institutional momentum that's pushing gold toward historic highs. Analysts are forecasting prices climbing to $5,000 per ounce by 2026, with the possibility of breaking $10,000 before 2030. Now is the moment to stake your claim in gold; while macro shifts, institutional capital flows, and geopolitical realignment all point to an unprecedented upside.
Wall Street Joins BRICS Gold Bull Run, Sees $10,000 Price Ahead -Watcher.Guru
by Loredana Harsana
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| {Source: watcher.guru} |
The Wall Street gold bull run has delivered a 54% surge since January, and Wall Street buying gold has intensified after U.S. stocks posted their biggest drop since April’s trade war chaos. Last Friday, the dollar weakened while gold climbed 1.5%, driven by renewed U.S.-China trade tensions and expectations of Federal Reserve rate cuts.
Yardeni, who’s been tracking this rally for years now, was clear about the fact that:
“We currently expect gold prices to reach $5,000 per ounce by 2026, and if the current rally persists, gold could surpass $10,000 per ounce by the end of this decade (before 2030).” READ MORE
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10.10.25 - Wall Street Buys 1,300+ Tonnes of Gold
Gold last traded at $3,999 an ounce. Silver at $49.88 an ounce.
EDITOR'S NOTE: Wall Street's quiet accumulation of 1,300 tonnes of gold - ahead of the upcoming BRICS currency launch - is a clear signal: smart money is moving into gold before a global monetary shift takes hold. With major institutions hedging against a weakening U.S. dollar and preparing for a world less dependent on it, gold is emerging as the ultimate strategic asset. For investors, this isn't just a safe-haven play, it's an opportunity to profit.
Wall Street Buys 1,300+ Tonnes of Gold Before BRICS Currency Launch -Watcher.Guru
by Loredana Harsana
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| {Source: watcher.guru} |
Since 2022, central banks in emerging markets in particular have bought gold in unprecedented volumes, purchasing more than 1,000 tonnes per year since 2022. Wall Street recorded investments through Exchange-Traded Funds, and 2024 marked the first year since 2020 where gold ETF balances remained relatively stable after three years of outflows. Wall Street’s response to the BRICS currency announcement propelled gold futures to $4,043.30 per troy ounce, representing a 52% increase in 2025 alone.
This is unusual because no financial crisis caused the rally. Instead, what traders call the debasement trade fuels it. Investors with dollar concerns flock into gold and bitcoin as well as other assets at the moment. This Wall Street gold buying trend indicates increasing concerns about how the BRICS currency erodes the dollar, and the timing matters. READ MORE
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10.9.25 - The rush to hard assets
Gold last traded at $3,976 an ounce. Silver at $49.44 an ounce.
EDITOR'S NOTE: Precious metals are surging for a reason. This isn't just another market rally, it's a shift in global wealth preservation. Central banks are stockpiling gold, investors are pouring into silver and platinum, and demand is outpacing supply across the board. With inflation pressures mounting and confidence in financial systems eroding, tangible assets are emerging as the only stores of real value. In short, this is the moment to own what the world’s smartest money is buying, hard assets that hold their worth when everything else wavers.
Why investors are flocking to silver and platinum, not just gold -Business Insider
By Huileng Tan
Gold's rally has turned heads this year, but silver and platinum are leading a broader rush into hard assets.
Spot silver is hovering around $49 per ounce, up 69% year to date after touching its record high of $49.57 on Wednesday.
Meanwhile, spot platinum is trading near $1,660 per ounce, up a staggering 83% year-to-date and around 13-year highs.
The rush into silver reflects how the white metal — alongside assets like bitcoin — is now seen as "easy-access global inflation havens," wrote Thierry Wizman, a global foreign exchange and rates strategist at Macquarie Group, on Wednesday.
Gold's performance — while impressive — slightly trails silver and platinum.
Spot gold prices are up 54% this year, having smashed through the $4,000 per ounce level to a record high on Wednesday. The yellow metal was trading around $4,037 per ounce at 1:50 a.m. ET on Thursday. READ MORE
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10.8.25 - Historic Gold Rally just heating up
Gold last traded at $4,044 an ounce. Silver at $48.87 an ounce.
Why Silver Will Smash Through $50 -Daily Reckoning
Silver's rise in 2025 is hardly headline news anymore, it's become the new normal. As prices approach the $50-per-ounce mark, many see this as just another milestone on the path toward $100 silver and beyond; and I'd have to agree.
by Adam Sharp
Silver is trading at $47.98 per ounce as I write this.
The all-time intraday high here in the U.S. was $50.36 way back in January of 1980. That was the peak on New York’s COMEX (commodity exchange).
However, silver has never closed a trading day above $50. And that’s the official measure of an all-time high.
Once silver briefly surpassed $50 in 1980, New York’s COMEX essentially killed the momentum. COMEX executives decided that since the Hunt brothers were cornering the market, they would restrict trading to sell orders only.
And they jacked up margin (loan) costs for speculators, causing a cascade of selling. We covered this in detail in The Untold Story Behind Silver’s 30x Move (recommended reading).
In 2011, we got near $50 again, hitting $49.82. COMEX once again decided to increase silver margin requirements, making it more expensive for traders to maintain long positions.
Fast forward to today, and we’ve come a long way in a short time. Silver is up nicely from $29.14 at the beginning of this year. READ MORE
Gold price prediction: Historic gold rally as price tops $4,000, outperforming Dow, S&P 500, Nasdaq — is $4,900 next? -The Economic Times
It feels like only yesterday gold was trading around $3,000 an ounce, because it nearly was. Now that prices have surged past $4,000 in such a short time span, even Goldman Sachs has raised its forecast to $4,900 by 2026—and I'd say they're right.
by Piyush Shukla
Gold prices soared past $4,050 per ounce on October 8, 2025, marking a historic high. This represents a 53% increase so far in 2025, far outpacing major U.S. stock indices like the Dow Jones, S&P 500, and Nasdaq Composite. The surge reflects investors’ growing concern over inflation, a weakened U.S. dollar, and ongoing global economic instability.
This rise is driven by multiple factors, including persistent inflation fears, looming Federal Reserve interest rate cuts, and increased geopolitical tensions worldwide. Investors are turning to gold as a safe-haven asset to protect their portfolios from economic uncertainties. Trading volumes for gold futures are robust, indicating sustained demand as the market approaches critical economic and political milestones.
Leading financial analysts remain bullish on gold’s prospects. Goldman Sachs recently raised its price target to $4,900 per ounce by the end of 2026, reflecting strong inflows into gold-backed ETFs and growing central bank purchases. Emerging market central banks, in particular, continue to diversify their reserves by increasing gold holdings. The firm also anticipates the Federal Reserve to cut rates by 100 basis points by mid-2026, easing the opportunity cost of holding non-yielding gold.
Meanwhile, J.P. Morgan projects gold prices averaging about $3,675 per ounce in late 2025 and nearing $4,000 by mid-2026. The difference highlights Goldman Sachs’ more aggressive outlook, supported by structural demand shifts and ongoing inflation concerns. READ MORE
US Dollar Just Received A Warning From Deutsche Bank -Watcher.Guru
Deutsche Bank's recent warning about the U.S. dollar simply echoes what we've been witnessing for years; global reserves shifting away from the dollar toward gold and digital currencies. This trend is likely to continue as the dollar falls further out of favor and loses ground to competing assets and currencies.
by Juhi Mirza
The US dollar has lately been at the center of global attention. The dollar-down phenomenon has lately been shaping multiple discussions, as the US dollar continues to weaken, pressured by the Fed rate cut anticipations and Trump’s tariff sprees. The consistent US dollar fall has prompted Bitcoin and gold to hit new highs, compelling banks around the world to issue ominous USD devaluation warnings across the sector.
The US dollar has lost 10% of its purchasing power this year, exploring low price valuations as of late. The American currency is being heavily battered by a mix of economic elements, including the US debt spiral and Fed rate cut anticipations, driving the US dollar down a notch. This phenomenon is also influencing the global investor interest, which has now started to move away from the US dollar or USD-backed assets.
“The US dollar is in free fall, and it’s not hard to understand why. The US has been using the dollar, sanctions, and the freezing of bank accounts and dollar-related assets to punish countries all over the world. It’s only logical that the world would divest.” As shared by journalist Jason Smith. READ MORE
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10.7.25 - NYT Has Missed the Silver-Gold Story
Gold last traded at $3,984 an ounce. Silver at $47.84 an ounce.
EDITOR'S NOTE: I have to agree with Mr. King, the New York Times missed the mark on this one. While the government shutdown has certainly added upward momentum to gold and silver prices, it's only one of many forces driving the metal's record-breaking gains.
The New York Times Has Missed the Silver-Gold Story -Daily Reckoning
by Byron King
I read the New York Times… but only so that you don’t have to. Often as not, it’s painful to peruse the raw sophistry and unreflective bias in many of the news articles, let alone the poison-pen editorial page, but still I power through. Fortunately, though, the world offers many other news sources which help me figure out what’s happening across the globe.
And much is happening. So much, in fact, that I’m not entirely sure where to begin (but yes, I’ll comment; see discussion below). And when I’m not sure how to approach a vast mix of events, my default position is to begin with a look at the price of silver and gold, which together tend to distill quite a few earthly matters into a couple of easily understandable numbers.
And in the case of silver and gold, those numbers are going up-up-up, counterpart to other things that are going down-down-down.
Let’s begin with silver, which closed yesterday (Monday, Oct. 6) at $48.38 per ounce, up about $19.00 since the beginning of 2025. Here’s the chart: VIEW CHARTS AND READ MORE
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10.6.25 - De-Dollarization and Gold
Gold last traded at $3,957 an ounce. Silver at $48.69 an ounce.
EDITOR'S NOTE: Analysts warn that de-dollarization could send gold to record highs; but I’d argue it already has. While the full impact of this global shift is far from over, the momentum is undeniable and still building. This trend only reinforces one clear takeaway: now is the time to own gold, or add even more to your holdings.
Analysts Warn De-Dollarization May Send Gold Prices to Record Highs -Watcher.Guru
By Loredana Harsana
The relationship between de-dollarization and gold price has become increasingly clear as nations worldwide reduce their reliance on the US dollar. At the time of writing, gold has reached unprecedented levels, and the effect of de-dollarization is visible across global markets. On September 23, 2025, gold hit an all-time high of $3,788.33 per ounce, driven largely by rapid de-dollarization efforts and BRICS countries’ de-dollarization strategies. Right now, central banks have accumulated 244 metric tons of gold in the first quarter of 2025 alone—well above the five-year quarterly average—while the dollar’s share of global reserves has been pushed below 47% and gold’s portion has climbed toward 20%.
BRICS countries have moved their de-dollarization process beyond discussion and into action. Russia and India now trade in rubles and rupees, while China and India conduct bilateral trade in the yuan and rupee. These nations are institutionalising systems such as BRICS Pay, a decentralised payment system created to circumvent Western-controlled systems like SWIFT.
The urge for financial autonomy and immunity from US sanctions has driven this move. Policy makers from emerging-market countries mentioned the 2022 expropriation of Russian currency reserves as evidence that dollar assets carry risks. Countries are now building Central Bank Digital Currencies that may integrate into new payment rails, and this is increasingly curbing the use of dollars in international trade. READ MORE
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