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1.8.26 - Dalio: 'Biggest Investment Story' Remains Under the Radar
Gold last traded at $4,477 an ounce. Silver at $76.98 an ounce.
EDITOR'S NOTE: Ray Dalio appears to be viewing the markets through a very different lens than most. He’s far less impressed by record highs in the Dow, or the hype surrounding AI stocks that investors have eagerly embraced in recent years. And I tend to agree with him.
Billionaire Ray Dalio Says ‘Biggest Investment Story’ Remains Under the Radar – And It’s Not AI or Stocks The Daily Hodl
Billionaire Ray Dalio says that the biggest investment story of the moment is under many people’s radar.
Dalio, who founded the asset management firm Bridgewater Associates, says the real investment story last year is the devaluing of fiat currency and the underperformance of US stocks relative to gold and foreign equities.
“Though the facts and returns are indisputable, I see things differently from most others. While most people see US stocks and particularly US AI stocks to be the best investments and hence the biggest investment story of 2025, it is indisputably true that the biggest returns (and hence the biggest story) came from:
1: What happened to the value of money (most importantly the dollar, other fiat currencies and gold).
2: US stocks significantly underperforming both non-US stock markets and gold (which was the best performing major market) principally as a result of fiscal and monetary stimulations, productivity gains and big shifts in asset allocations away from US markets.” READ MORE
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1.7.26 - Metals continue their historic rally
Gold last traded at $4,456 an ounce. Silver at $78.19 an ounce.
EDITOR'S NOTE: Gold and silver prices are accelerating far faster than most anticipated, driven by a powerful convergence of forces. Rising geopolitical tensions, rapidly expanding industrial demand fueled by the global race for technological dominance, and a surge in investor interest as markets recognize just how undervalued these metals have been all play a role. Together, these dynamics are reshaping the landscape. The three articles below clearly explain not only what’s driving today’s price action, but also why the most significant moves may still lie ahead.
Silver Rallies Today: The Key Factors Behind the Price Move -Investing Haven
China tightened control over refined silver exports, reducing available supply. Prices jumped, volatility increased, and industrial buyers now face higher costs.
China has approved only 44 companies to export refined silver starting January 1, 2026.
The decision quickly changed market conditions. Silver prices jumped, trading became more volatile, and buyers rushed to secure supply.
With China playing a central role in refined silver production, even small policy shifts now move global prices fast.
China’s new export rules restrict refined silver shipments to 44 approved companies, cutting the number of exporters sharply.
China accounts for about 40–50% of global refined silver output, so these limits matter immediately. READ MORE
Gold Prices Jump Today – What’s Driving the Sudden Rally? -Investing Haven
Gold jumped above $4,400 as political shock from Venezuela pushed investors toward safety. Precious metals rose fast as risk appetite faded.
Gold prices moved sharply higher after news broke that the U.S. had captured Venezuela’s president. Spot gold climbed more than 2.7% to trade above $4,400 per ounce, while futures followed the same path.
The sudden move reflected a rapid shift in investor behavior, with money flowing out of riskier assets and into gold, a long-standing store of value during periods of uncertainty.
Spot gold rose above $4,424 per ounce, marking one of its strongest single-day gains this year.
U.S. gold futures also advanced, while silver gained about 3.5%. Traders moved quickly after confirmation of the U.S. operation in Venezuela, which raised concerns about regional stability and market spillovers.
Switzerland’s decision to freeze assets linked to Venezuela’s leadership added financial pressure and increased uncertainty. Gold’s reaction was amplified by its strong momentum. READ MORE
Morgan Stanley Lifts Gold Forecast To $4,800, Citing Fed Cuts And Global Risk -ZeroHedge
Authored by Tom Ozimek via The Epoch Times
Gold prices are poised to climb to fresh record highs by the end of the year, with Morgan Stanley forecasting the bullion at $4,800 per ounce by the fourth quarter of 2026, as falling interest rates, central bank buying, and persistent geopolitical risk continue to drive demand for the traditional safe-haven asset.
In a research note on Jan. 5, the bank said the precious metal’s rally is being underpinned by a combination of macroeconomic and policy shifts, including an expected easing cycle by the U.S. Federal Reserve, a change in leadership at the Federal Reserve, and sustained purchases by central banks and investment funds.
Bullion has already delivered a historic run. Spot gold touched an all-time high of $4,549.71 per ounce on Dec. 26, 2025, and finished the year up 64 percent, marking its strongest annual performance since 1979.
Gold prices jumped again this week after the capture of Venezuelan leader Nicolás Maduro by U.S. military forces heightened geopolitical uncertainty across energy and financial markets. Analysts say such flashpoints have revived safe-haven buying at a time when many investors were already positioned defensively.
“The situation around Venezuela has clearly reactivated safe-haven demand, but it comes on top of existing concerns about geopolitics, energy supply, and monetary policy,” said Alexander Zumpfe, a precious metals trader at Heraeus Metals Germany. READ MORE
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1.6.26 - BofA: Silver Price May Hit $135–$309
Gold last traded at $4,494 an ounce. Silver at $81.28 an ounce.
EDITOR'S NOTE: Bullish forecasts for silver continue to gain momentum, and this may be the most aggressive outlook yet. Analysts at Bank of America are projecting the potential for silver prices to surge beyond $300 per ounce and are recommending a substantial 20–30% allocation to precious metals ... an extraordinary endorsement of the opportunity ahead.
Bank of America’s Bold Call: Silver Price May Hit $135–$309 -Watcher.Guru
by Juhi Mirza
Bank of America has recently predicted a new metal timeline for 2026. BofA strategists believe gold will continue to emerge as a hedge in 2026, with silver price being the ultimate head-turner, climbing new price pedestals ranging between $135 and $309 in the long run.
As per Bank of America’s leading strategist Michael Widmer, claiming how silver may continue to surprise the markets in the near future. Per the BofA expert, the silver price may eventually climb to hit $135 to $309 as the world continues to restore capital into stable assets like gold and silver.
Explain the rationale behind this estimate. Widmer added how the silver price could soon overtake gold, as investors continue to dive into risky assets for a higher uptrend, a habit that eventually could offset silver.
“Widmer said silver may appeal more to investors willing to take higher risk for extra upside and noted that the current gold:silver ratio of around 59 suggests silver could still outperform gold. He cited the historical low ratio of 32 in 2011 as implying a silver price high of $135, while the 1980 low of 14 in the ratio suggests a silver price of $309 per ounce.” As shared by Kitco.
Other than that, BofA analysts are bullish on gold as well, adding how investors should at least have 20% gold allocation in their portfolios.
“When you run the analysis from 2020, you can actually justify that retail investors should have a gold share well above 20%,” he said. “You can even justify 30% at the moment.” Widmer shared. READ MORE
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1.5.26 - Safe-haven gold propelled to one-week high
Gold last traded at $4,439 an ounce. Silver at $75.69 an ounce.
EDITOR'S NOTE: Gold continues to stand out as a safe haven for investors amid ongoing market volatility and global uncertainty. Recent events in Venezuela underscore the fragility of the world on multiple fronts and highlight how quickly geopolitical instability can ripple through financial markets worldwide.
Safe-haven gold propelled to one-week high by U.S.-Venezuela conflict -CNBC
Gold rose to a one-week high and nearer its record peak on Monday as safe-haven demand spurred by U.S. strikes in Venezuela added to bullion’s appeal, already fuelled by geopolitical tensions and rate cut bets.
Spot gold rose 2.9% to $4,453.22 an ounce, after earlier hitting its highest level since December 29. Gold hit an all-time-high of $4,549.71 on December 26.
U.S. gold futures for February delivery gained 3.1% to $4,463.5 an ounce.
“The situation around Venezuela has clearly reactivated safe-haven demand, but it comes on top of existing concerns about geopolitics, energy supply and monetary policy,” said Alexander Zumpfe, a precious metals trader at Heraeus Metals Germany.
Gold posted a 64% gain last year, driven by geopolitical flashpoints and the U.S. Federal Reserve’s rate easing cycle. Expectations of even lower rates, along with central bank buying and ETF flows bolstered the climb. READ MORE
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12.31.25 - 2025 Recap: Silver up 150% and Gold up 64%
Gold last traded at $4,311 an ounce. Silver at $70.58 an ounce.
EDITOR'S NOTE: Today marks the final day of 2025. As each year brings its own share of highs and lows, we sincerely hope that what stands out most are the daily blessings that surrounded you throughout the year. We are truly grateful that you've taken the time to follow us, and we look forward to continuing to bring you timely market news in 2026, and for many years to come. We wish you all the best in the coming year.
Below are three quick-read articles that offer a strong recap of 2025's market performance and some insights that may well serve as a precursor of what's to come. While gold and silver "stumbled" slightly toward year-end, it may simply have been a pause to catch their breath before the next move higher.
Silver’s 150% rally and gold’s 64% gain cap historic year for precious metals -Yahoo! Finance
by Sam Boughedda
Investing.com -- Despite the sharp pullback in recent days, both gold and silver are set to post substantial gains as we close out 2025, capping a standout year for precious metals as investors sought safety amid economic and geopolitical uncertainty.
Spot silver has surged around 150% this year, breaking above $80 per ounce in late December for the first time and outperforming major equity indexes and currencies. However, the metal has pulled back significantly over the last few days and currently sits around $71.80
The metal has benefited from its designation as a critical U.S. mineral, persistent supply constraints and historically low inventories.
Meanwhile, spot gold has climbed around 64% in 2025, hitting record highs as central bank purchases and risk-off positioning supported prices. However, the pullback in gold over the last few sessions has seen it fall from over $4,500 per ounce to its current level just above $4,300. READ MORE
Gold and Silver Stumble at the End of Best Year Since the 1970s -Yahoo! Finance
by Yihui Xie and Jack Ryan
(Bloomberg) -- Gold and silver fell on the last trading day of 2025, though both remained on track for the biggest annual gain in more than four decades as a banner year for precious metals draws to a close.
Spot gold hovered around $4,320 an ounce, while silver slid toward $71. The two have seen exceptional volatility in thin post-holiday trading, plunging Monday before recovering Tuesday and dropping again Wednesday. The big swings prompted exchange operator CME Group to raise margin requirements twice.
Both metals are still on track for their best year since 1979, supported by strong demand for haven assets amid mounting geopolitical risks, and by interest-rate cuts by the US Federal Reserve. The so-called debasement trade — triggered by fears of inflation and swelling debt burdens in developed economies — has helped supercharge the scorching rally.
In gold, the bigger market by far, those factors spurred a rush by investors into bullion-backed exchange-traded funds, while central banks extended a years-long buying spree. READ MORE
Dollar Set for Worst Year Since 2017 With Fed Drama Center Stage -Yahoo! Finance
by Anya Andrianova
(Bloomberg) -- The dollar is poised for its sharpest annual retreat in eight years and investors say more declines are coming if the next Federal Reserve chief opts for deeper interest-rate cuts as expected.
The Bloomberg Dollar Spot Index has fallen about 8% this year so far. After tumbling in the wake of Donald Trump’s “Liberation Day” tariffs in April, the greenback came under sustained pressure as the president kicked off his aggressive campaign to get a dovish appointee installed as Fed chair next year.
“The biggest factor for the dollar in first quarter will be the Fed,” said Yusuke Miyairi, a foreign-exchange strategist at Nomura. “And it’s not just the meetings in January and March, but who will be the Fed Chair after Jerome Powell ends his term.”
With at least two rate reductions priced in for next year, the US’s policy path diverges from some of its developed peers, further dimming the dollar’s appeal. READ MORE
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12.30.25 - US Dollar Loses 10% of Its Value in Just One Year
Gold last traded at $4,338 an ounce. Silver at $76.25 an ounce.
EDITOR'S NOTE: The U.S. dollar has lost approximately 10% of its value in 2025 against a basket of foreign currencies. The year has been marked by significant uncertainty and persistent financial questions surrounding the global economic outlook. Against this backdrop, gold and silver have emerged as clear bright spots, with many expecting that strength to continue as we move into 2026.
US Dollar Loses 10% of Its Value in Just One Year As Gold and Silver Send ‘Flash Warning’ To Markets -The Daily Hodl
The US dollar has lost more than 10% of its value in 2025 as an economist warns precious metals prices are sending a major warning on the global financial order.
The US Dollar Index (DXY) has lost 10.41% of its value since the start of 2025, meaning the world’s reserve currency has heavily depreciated against a basket of major foreign currencies like the euro, yen and pound.
The dollar decline has happened as precious metals like gold and silver witness historic breakouts, with gold rising 65.32% to $4,331 per ounce and silver rising 147.97% to $72 per ounce.
In a new op-ed in The Free Press, Economist Tyler Cowen says the dramatic surge in precious metal prices represents a “flash warning for the economy.”
“The rush for precious metals should worry us all. It reflects a new and possibly disastrous danger on the horizon…
The economy is becoming more correlated. Translated to everyday English, that means we have fewer sources of financial protection if matters, either economically or politically, were to go very badly. And so precious metals are stepping into the hedge and protective roles that were once fulfilled by the US dollar.” READ MORE
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12.29.25 - Elon Musk warns, as China limits silver exports
Gold last traded at $4,332 an ounce. Silver at $72.15 an ounce.
EDITOR'S NOTE: Silver’s sharp price surge is sending shockwaves through global manufacturing, prompting warnings that higher costs could disrupt industries reliant on the metal. Elon Musk’s comments highlight a tightening supply-demand imbalance that reinforces silver’s growing strategic importance; and the likelihood of continued volatility ahead.
Elon Musk warns of impact of record silver prices before China limits exports -The Guardian
by Graeme Wearden
A surge in the price of silver to record highs this month has prompted a warning from Elon Musk that manufacturers could suffer the consequences.
Silver has risen sharply during December, part of a precious metals rally that also pushed gold and platinum to record levels on Boxing Day.
Analysts have attributed the jump in prices to expectations of US interest rate cuts by the Federal Reserve in 2026, leading to increased demand for hard assets that protect against inflation and currency debasement
New restrictions on silver exports from China, which begin on 1 January, have created supply fears while geopolitical worries have lifted demand for safe-haven assets.
Silver hit $79 (£58) an ounce for the first time last Friday, a new peak, up from $56 at the start of December, and just $29 an ounce at the start of 2025.
“This is not good. Silver is needed in many industrial processes,” Musk posted on X.
Uses for the metal include in electrification, solar power panels, electric vehicles and data centres, all areas in which demand has been rising, eating into silver inventories.
But as well as industrial applications, silver has a role as a monetary metal – a store of value. READ MORE
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12.24.25 - How Much Gold Did BRICS Buy in 2025?
Gold last traded at $4,480 an ounce. Silver at $71.84 an ounce.
Silver Price to $200? Analyst Lays Out Bold 2026 Price Target -Watcher.Guru
Silver has decisively moved through the $70 price level and may be on a trajectory toward $200. While this may sound improbable at first glance, an expanding set of fundamental and market-driven factors continues to strengthen the case for such an outcome.
by Juhi Mirza
2025 has been particularly favorable for metals, as gold and silver both have continued to break new records. Both the assets have surged dramatically over the year, with silver emerging as the top asset, surging over 100%. That being said, one analyst thinks that silver is more bankable than others and is poised to surge more in 2026.
Per Robert Kiyosaki, author of Rich Dad Poor Dad, the expert believes that silver is currently on a path towards prosperity, eyeing a new price spot of $200 in the near future.
“SILVER over $70. GREAT NEWS for gold and silver stackers. BAD NEWS for FAKE MONEY savers. I am concerned $70 silver may signal hyperinflation in 5 years as the fake $ keeps losing value. Don’t be a loser. Fake dollars will continue to lose purchasing power as silver goes to $200 in 2026. Take care.”
The rising geopolitical uncertainties have made investors wary of the dollar. This narrative is fueling the rise of metals, with gold and silver taking the lead. READ MORE
How Much Gold Did BRICS Buy in 2025? Total Reserves Revealed -Watcher.Guru
We know that BRICS nations have been aggressively accumulating gold, and we are now gaining clearer insight into the scale of those purchases. The alliance is taking deliberate, strategic steps to ensure the success of its de-dollarization efforts.
by Loredana Harsana
|
| {Source: Watcher Guru} |
Central Bank’s gold buying jumped 41% in Q2 2025, and purchases actually reached 166 tonnes. This increase accelerated various major acquisition programs, transforming multiple essential central bank strategies. Russia’s sitting on 2,336 tonnes right now, China holds 2,298 tonnes, and India has 880 tonnes in reserves. These holdings leveraged several key strategic advantages, pioneering numerous significant reserve positions across certain critical markets. Brazil made its first purchase since 2021, bringing reserves from 129.7 to 145.1 tonnes by September.
So, on November 10, 2025, BRICS launched “The Unit” through the International Research Institute for Advanced Systems on the Cardano blockchain, which is pretty significant. This implementation catalyzed various major transformations across multiple essential digital settlement frameworks. The gold-backed BRICS Unit is pegged 40% to gold and 60% to BRICS currencies, designed specifically for cross-border trade between member nations. The architecture leveraged several key technological innovations, optimizing numerous significant transaction mechanisms. READ MORE
Gold Price Breaks Triangle: Is a $5,700 Top Coming by Spring 2026? -Watcher.Guru
Gold is still delivering remarkable, attention-grabbing price moves; and as momentum continues to build, a growing number of forecasts are emerging. Many of these projections anticipate continued explosive gains, comparable to what we have already seen this year.
by Juhi Mirza
Gold price is now the latest market rage, as the asset continues to break new records each day. The gold price has now surged massively over the year, topping charts while scaling the ambitious $4500 mark. Analysts continue to forecast bullish gold price calls, adding how there’s enough fuel left for gold to rally further in 2026.
According to Rashad Hajiyev, a notable finance expert, gold has recently broken out of a triangle setup and is now steadily aiming to hit new highs. This breakup has already led the gold price to rise by 6% till now, displaying more opportunities for the asset to bank on. In addition to this, gold’s precious breakout resulted in the asset rallying 30% in a span of 51 days.
Hajiyev later adds how the asset may easily break the top $5K spot, hitting $5.7K by March or April 2026 if it continues to rally and move at its current speed and momentum.
However, Hajiyev also predicts a brief January shakeout, a temporary consolidation, that may tip the gold price down before helping it soar later. READ MORE
*Swiss America will be closed for the remainder of the week. Happy Holidays, from our family to yours.*
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12.23.25 - Gold and silver reach fresh highs for second day running
Gold last traded at $4,493 an ounce. Silver at $71.28 an ounce.
EDITOR'S NOTE: At the risk of sounding repetitive, gold and silver have once again reached new highs. A question I’m frequently asked is whether it makes sense to sell after such a strong run. My response is simple: the same forces that have driven prices higher are not only still in place, they’ve intensified. From that perspective, today is a great time to buy.
Gold and silver reach fresh highs for second day running — and could keep climbing -CNBC
by Tasmin Lockwood
Gold and silver have rallied this year — and prices keep climbing.
Gold futures for February delivery rose settled 0.8% higher at $4,505.7, after hitting a record of $4,530.80 per ounce. Spot gold was up 1.04% to $4,491.68 per ounce.
Meanwhile silver futures for March advanced 4.59% and was last seen at $71.71 per ounce, while spot silver was last trading at $71.22, up 3.19%. Spot silver crossed $70 for the first time earlier in the session.
The metals have soared this year, smashing consecutive price records as sentiment shook on riskier assets amid fears of an AI bubble and uncertainty over the next Federal Reserve chair looking into 2026.
Gold is typically viewed as a safe bet in times of economic or geopolitical uncertainty and is often used as a hedge. READ MORE
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12.22.25 - Gold and silver prices soar to new highs
Gold last traded at $4,443 an ounce. Silver at $68.93 an ounce.
EDITOR'S NOTE: The investment community is finally recognizing the strength of precious metals and the wisdom of owning them. Gold and silver prices continue to climb to all-time record highs. These historic rallies reinforce the role of gold and silver as a hedge against monetary easing, currency debasement, and global uncertainty. It is a compelling time to consider adding metals to your portfolio as insurance in volatile markets.
Gold and silver prices soar to new highs as the yellow metal reemerges as a hedge -CNBC
by Tasmin Lockwood
Gold and silver prices soared to new highs on Monday.
Gold futures hit a record of $4,477.7 per ounce, and was last trading at $4,466.90 an ounce. Spot gold was up 2.13% to $4,430.22 per ounce. Prices are up nearly 70% since the start of the year.
The metal has soared this year, smashing consecutive price records as risk assets lost ground. Gold is typically viewed as a safe haven asset in times of economic or geopolitical turbulence.
Silver typically tracks gold, and was last seen at a record $68.96 per ounce while spot silver was last trading at $68.98. Prices have gained 128% since the start of the year.
Stateside, U.S.-listed shares of gold miners and silver miners ticked up in premarket trading. The iShares MSCI Global Gold Miners ETF was last seen almost 2.7% higher. READ MORE
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