3.11.25 - 3 Reasons Why De-Dollarization Can’t Be Stopped
Gold last traded at $2,920 an ounce. Silver at $32.91 an ounce.
EDITOR'S NOTE: We've been covering BRICS quite extensively on our podcast for over 18 months now. If you haven't subscribed already, please do; as we cover breaking financial topics both domestically and abroad. You can do so by clicking on HERE https://www.swissamerica.com/podcast.php. This very topic has been a frequent discussion lately as BRICS continues their charge at all costs.
3 Reasons Why De-Dollarization Can’t Be Stopped: Should the US Be Worried? -Watcher.Guru
by Juhi Mirza
Donald Trump has vowed to end de-dollarization, a phenomenon that has repeatedly wounded the US dollar ever since the currency dynamics began to spread out. The US dollar is now surrounded by credible foes and enemies who want to establish their own supremacy by detailing the dollar’s prestige. Will the American currency be able to withstand the test of changing global dynamics? The scenario points towards a negative stance, indicating that the phenomenon of de-dollarization is indeed unstoppable.
The geopolitical narratives are now increasingly taking a new turn. With nations coming up with their dynamics, infrastructures, and orders, their need to rely on USD for further help seems to be dissipating with each passing day. At the same time, alliances like BRICS and ASEAN are now vying for an independent world order, one that does not want the US dollar to stay on top of the radar. Rising USD weaponization and the sanctions imposed by the US are two of the key reasons driving this change.
Another striking element that has recently picked up speed is the diversification of reserves that the nations have started to opt for as of late. Several nations have started to diversify their reserves into other assets, including gold, in an attempt to reduce their dependence on the US dollar. This has been done to protect independent economies from experiencing massive fluctuations that the dependence on USD usually brings in. This has also prompted nations to adopt a proactive stance, with nations mulling over moving away from the dollar for good. READ MORE
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5.6.25 - Buffett Chooses This Foreign Currency Over U.S. Dollar
Gold last traded at $3,380 an ounce. Silver at $33.03 an ounce.
EDITOR'S NOTE: Warren Buffett has recently said the US dollar is going to hell. So if he doesn't like the dollar, what does he like? If you have a "yen" to find out, keep reading.
Buffett Chooses This Foreign Currency Over U.S. Dollar to Fund 5 Major Investments -Watcher Guru
by Loredana Harsana
Warren Buffett has recently become the main focus of attention regarding currency substitution strategies versus U.S. dollar usage because the famous investor revealed his unique foreign currency investment method. Berkshire Hathaway’s 2025 shareholder meeting hosted a detailed discussion between Warren Buffett about how currency replacement of the U.S. dollar shapes his present investment choices during current economic transitions worldwide.
Berkshire Hathaway addresses U.S. dollar trend replacement by taking direct action through purposefully selected foreign currency positions. The investment strategy adopted by Buffett delivers important insights to investors who must contend with U.S. dollar depreciation until 2025.
Berkshire’s currency risk management now involves actively borrowing in Japanese yen to effectively hedge against currency fluctuations in its Japanese investments, which is something not many investors are doing.
Warren Buffett stated:
“The Japanese situation is different because we intend to stay so long with that position and the funding situation is so cheap that we’ve attempted to some degree to match purchases against yen-denominated funding.” READ MORE
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5.5.25 - Buffett Says the Dollar Is Going to Hell
Gold last traded at $3,331 an ounce. Silver at $32.51 an ounce.
EDITOR'S NOTE: The Oracle of Omaha is not holding back when it comes to the US dollar. Many share his sentiments, but he's been given the moniker of 'oracle' for a reason.
De-Dollarization: Warren Buffett Says the U.S. Dollar Is Going to Hell -Watcher Guru
by Vinod Dsouza
Ace investor Warren Buffett announced his retirement at the age of 94 during Berkshire Hathaway’s 60th annual shareholders summit on Saturday and joined the de-dollarization bandwagon issuing a stark warning by bluntly saying that the U.S. dollar is a currency that’s “going to hell”.
Warren Buffett’s statements coincide with the developing countries who are looking to sideline the U.S. dollar through the de-dollarization initiative. “We would not really invest in a currency that’s going to hell,” he said at the 60th annual shareholders summit.
The 94-year-old Warren Buffett hinted that Berkshire Hathaway would consider investing in foreign currencies and not the U.S. dollar for better prospects, mimicking the de-dollarization trend. “There could be things happening in the U.S. that make us want to own a lot of other currencies,” he said.
De-dollarization is quickly gaining steam and now Warren Buffett is questioning the U.S. dollar’s effectiveness in the global currency markets. Berkshire Hathaway might “do a lot of financing in their (foreign) currency,” he noted during the recent shareholder summit.
Trump’s tariffs have reignited the de-dollarization trend and Buffett explained that it damages the prospects of the U.S. dollar. “Trade should not be a weapon. There’s no question that trade can be an act of war. And I think it’s led to bad things. Just look at the attitudes it has stirred up in the United States,” he said. READ MORE
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5.2.25 - Is the dollar being pushed to collapse?
Gold last traded at $3,238 an ounce. Silver at $32.03 an ounce.
EDITOR'S NOTE: Is BRICS driving a new US dollar down cycle, or pushing it to collapse? If that's the question being asked rhetorically, my question is whether or not there's actually a difference? I think the end result is pretty similar.
BRICS Driving a New US Dollar Down Cycle or Pushing it to Collapse? -Watcher Guru
by Joshua Ramos
The United States’ global relations have been at the forefront of geopolitical affairs throughout this month. Amid an influx of America-first trade policies, several global collectives have warned over the protectionist approach. Now, the BRICS bloc is positioning itself, alongside US policy, to either drive a new dollar down cycle or push the currency closer to collapse.
At the start of his return to the White House, US President Donald Trump had assured the importance of the greenback’s global status. Indeed, he said that the dollar’s loss of status as a global reserve currency would be akin to “losing a war.” Now, his administration is being confronted with a weakening currency and an influx of global policies to help facilitate its struggle.
Just one week ago, Goldman Sachs gave a gloomy prediction for the future of the US dollar. Indeed, the bank aligned with the prevailing belief that the global reserve asset could be on its way toward a concerning position. Not only has it faced pressure from growing de-dollarization efforts, but it has now felt the ire of nations challenged by US tariff plans.
That has provided a key question for both the Western nation and its global south opposition. Is BRICS driving the US dollar to a notable down cycle or pushing it closer to collapse? The economic alliance has, for the last several years, remained at the forefront of alternative currency promotion and development. That could only fast-track this year. READ MORE
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5.1.25 - BlackRock: Gold Over US Dollar And Bonds
Gold last traded at $3,288 an ounce. Silver at $32.62 an ounce.
EDITOR'S NOTE: We have always been proponents of a long-term hold for any gold investment. Vivek Paul of BlackRock Investments is echoing our sentiments. As he puts it, gold is "a stable asset capable of safeguarding investments in a long-term perspective". Gold is one of very few, if not the only, stable and solid investments right now.
BlackRock Picks "This" New Asset Over US Dollar And Bonds -Watcher Guru
by Juhi Mirza
The US tariff mayhem continues to weaken global markets, as uncertainty spread by the trade war narratives continues to pose global volatility. This new development has compelled investors to explore new assets, new dominions that could help them safeguard their assets. In this wake, BlackRock’s Vivek Paul has come up with a new asset, which, in his opinion, is the new attractive element beating the traditional finance leaders like the US dollar and bonds when it comes to lucrative returns amid weak economic prosperity.
Per BlackRock’s Vivek Paul, the rising universe spurred by the US tariff regime and global market mayhem is pushing gold to hit a new price high. This asset is now attractive to investors like moths, emerging as a solid safe haven amid the stark market volatility.
Paul, the head of portfolio research at BlackRock Investments, later shared how the current environment is conducive to gold’s growth. He later added how the yellow metal is beating the likes of the US dollar and bonds, emerging as a stable asset capable of safeguarding investments in a long-term perspective.
“Part of the traction for gold in the near term is that other diversifiers like bonds and the dollar cannot play the safe-haven role. Dollar, since April, has not been able to play the safe-haven role,” Paul noted. READ MORE
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4.30.25 - 5 Oil Giants Now Settling in Yuan, Not USD
Gold last traded at $3,288 an ounce. Silver at $32.62 an ounce.
Will Gold Ever Hit $4,000 an Ounce? -Investing Haven
The answer to the question, will gold ever reach $4,000 an ounce, seems a bit more obvious now than it did five months ago. The better question might be, why is it going to go to $4,000 an ounce? Read on for the answer.
The prevailing macros have most analysts convinced that gold will eventually breach $4,000.We will tell you when it will likely get here.
Coming into 2025, our analysis indicated that gold had a high chance of hitting $3,000. We expected it to reach this historic price in May.
However, trade war escalations, a weakening US dollar, Trump-Powell tiff, and rate cut threats brought forward gold’s fortunes and helped it climb above $3k in mid-February.
At the time of writing, gold prices have shot to a new all-time high above $3,500 after a meteoric 33% in the first four months of the year.
We have been consistently bullish about gold prices and are of the informed opinion that the gold price will eventually breach the $4,000 mark.
Previously, our analysis showed that gold will likely reach this price level in 2027. However, if the prevailing macroeconomic conditions continue, the rally to $4,000 may come way sooner, most likely late 2026. READ MORE
De-Dollarization: 5 Oil Giants Now Settling in Yuan, Not USD -Watcher Guru
What started as a movement away from the dollar by a few nations is now making its way across the global economy. The most recent move is by nations who are settling their oil purchases in other currencies, rather than dollars; which runs contrary to the OPEC agreement.
by Vladimir Popescu
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| {Source: Watcher Guru} |
The Chinese refiner Sinopec stands as the biggest oil refinery in China and leads the way for yuan payment deals. Sinopec established the important milestone of Saudi Aramco in creating a $4 billion yuan-denominated joint venture during April 2025 while accelerating worldwide de-dollarization initiatives.
According to Reuters:
“Sinopec and its unit shall contribute 7.20 billion yuan and 14.40 billion yuan in cash, respectively. The remaining amount, representing 25% of the registered capital of the joint venture, will come from AAS (Aramco Asia Singapore Pte).” READ MORE
$10,000 Invested In Gold 10 Years Ago Is Now Worth? -Investing Haven
We've all been hearing that now is the time to buy gold. Gold has already experienced tremendous gains. How great were these gains? This article will show you, as well as provide some comparisons to other markets.
What would a $10k investment in the ultimate store of value ten years ago look like today? And what will it look like ten years from now?
On 21st April, gold made history when the price of one ounce of the precious metal set a new all-time high of $3,050. The record price came about one month after gold hit the news for reaching the coveted $3k mark.
Having stormed into 2025 trading at around, gold had one of the most successful first quarter in close to 40 years. And even though its price has slipped back to around $3,287, it still is up by more than 25% in the year to date and 42% in the last 12 months.
Over the last 5 years, the price of gold has appreciated by more than 95% and the period was marked by aggressive value gains.
This has played a key role in propping the 278% gains reported by metal over the last ten years. This implies that if you invested $10,000 in gold ten years ago, this investment would be worth $27,800 at the time of writing. READ MORE
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4.29.25 - Paulson sees gold near $5,000 by 2028
Gold last traded at $3,317 an ounce. Silver at $32.94 an ounce.
EDITOR'S NOTE: A common question those of us in the precious metals business have been asked recently is, "do you think gold is going to go higher?". It seems only natural to answer yes, if for no other reason than natural bias. However, that bias is being supported by several outsiders who seem to have clear perspective as to why the answer is a definite "yes".
Billionaire investor John Paulson sees gold near $5,000 by 2028 -Yahoo! Finance
By Ernest Scheyder
(Reuters) - Central bank gold buying and global trade tensions are likely to push bullion prices to near $5,000 an ounce by 2028, billionaire investor John Paulson said in an interview during which he reinforced his commitment to U.S. mining projects
The price forecast is one of the most bullish yet as banks and others move to increase their own estimates after gold hit a record high just above $3,500 last week. Deutsche Bank, for one, expects bullion to hit $3,700 an ounce by next year.
Already the largest shareholder in Idaho gold and antimony developer Perpetua Resources, Paulson last week bought a 40% stake in NovaGold's Donlin gold project in Alaska from Barrick.
Asked where he expects bullion prices to head, Paulson cited a recent estimate put to him for levels at the "high $4,000 range" within three years.
"It's a well-informed prediction. I think that's a reasonable number," Paulson said.
"As central banks and people look to put their money in a more stable source... I think gold will increase its position in the world," he added. READ MORE
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4.28.25 - Global Capital Not Flowing Into the US
Gold last traded at $3,347 an ounce. Silver at $33.16 an ounce.
EDITOR'S NOTE: This is a first, and not a good one. For the first time, global capital is not flowing into the US. Several nations have traded in their positions in US treasuries, and are replacing those positions with gold.
De-Dollarization 2025: For the First Time, Global Capital Not Flowing Into the US -Watcher.Guru
by Vinod Dsouza
De-dollarization in 2025 is rapidly advancing as the global flow of capital is not flowing into the US economy. China and several other developing countries are offloading US bonds and treasuries and replacing them with gold. While China, Russia, Brazil, South Africa, and India were the usual preparators, European nation Poland has also joined the league. Just recently, Poland purchased 16 tonnes of gold to diversify its assets in the central bank reserves. The accumulation beat China in terms of volume for April making it the biggest purchase of the month.
In addition, Reuters reported that global funds through equities, bonds, and US Treasuries are declining as trade wars loom. A portion of global capital from institutional funds and retail investors is now moving toward other countries, currencies, and bonds. This is for the first time that demand for US financial assets is declining as de-dollarization takes hold in 2025. Heightened tensions over trade wars and tariffs are causing a paradigm shift in how investors think and are moving away from owning US assets.
Unlike previous instances of turbulence in the US economy, this time around and for the first time, global funds are not fully flowing into American assets. “The recent soaring volatility in the US Treasury market marks a watershed event,” said Yang Changjiang, a finance professor at Fudan University. De-dollarization in 2025 is taking shape in different forms and the US needs to address the issue and clip its wings before it starts to completely take off. READ MORE
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4.25.25 - Gold: The Everything Hedge
Gold last traded at $3,318 an ounce. Silver at $33.11 an ounce.
EDITOR'S NOTE: The simplest explanation for gold's stellar performance this year is supply and demand. Everyone - from centrals banks to individual investors - wants it, and there is only so much to go around. Gold's popularity right now stems from its ability to hedge against uncertainty.
Gold: The Everything Hedge -Daily Reckoning
by James Rickards
It's a subject we analyze continually, and we have recommended gold as part of a sound investment portfolio for years. Today the dollar price of gold is hovering near all-time highs over $3,300 per ounce.
Gold has been on a tear lately. It was $1,830 as of October 5, 2023. At today's prices, that marks a 75% surge in just 18 months. Gold has outperformed stocks by a wide margin this year, but it has also outperformed stocks for the past twenty-five years. Gold was around $250 per ounce in 1999. The gain since then is 1,180% or almost 12 times the starting price.
This is not the first bull market for gold. In the gold bull market of 1971 to 1980, gold rose 2,185%. In the gold bull market of 1999 to 2011, gold rose 670%. There were notable gold bear markets from 1981 to 1999 and again from 2012 to 2015. There were no bull or bear markets before 1971 because the world was on a gold standard and the price was fixed at $35.00 per ounce from 1944 to 1971. Still, the upward trend in gold prices is relentless and undeniable. Taking the entire period from 1971 until today including bull and bear markets gold has risen over 9,000%. Not bad.
Of course, that's all in the past. What investors want to know is where do we go from here? The short answer is up significantly. READ MORE
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4.24.25 - Are silver prices set for a breakout?
Gold last traded at $3,349 an ounce. Silver at $33.58 an ounce.
EDITOR'S NOTE: Gold has comfortably risen above the $3,000 mark; but what about silver? It's believed by many that silver will soon experience a major breakout of its own. Read on to learn the fundamentals behind these predictions.
Are silver prices set for a breakout? -Investing.com
by Vahid Karaahmetovic
Silver may be setting up for a breakout, according to Sevens Report’s Tom Essaye, who highlights a rare divergence between gold and silver pricing that could soon correct in favor of the latter.
While gold continues to dominate headlines with new record highs above $3,000 an ounce, silver has quietly posted a 16% gain year-to-date. Yet, relative to gold’s 25% surge, it appears undervalued.
“The Gold-to-Silver Ratio (GSR) is a simple and compelling measure with historical significance. It tells you how many ounces of silver it takes to buy one ounce of gold. Today, that number is around 100:1,” Essaye said in a Thursday report.
“Typically, it runs between 40:1 and 60:1, and it doesn’t get above 100 very often,” he added.
Historically, such stretched ratios have been followed by silver outperformance as the metals revert to their long-term pricing relationship.
Silver’s appeal extends beyond technical signals. Unlike gold, which is driven primarily by monetary and geopolitical fears, silver carries dual demand from both investors and industry. READ MORE
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4.23.25 - Silver: The Catch-Up King
Gold last traded at $3,279 an ounce. Silver at $33.58 an ounce.
Triple Threat to U.S. Markets: Stocks, Bonds, and U.S. Dollar Dive -Watcher.Guru
The US markets have been battling for positive territory all year. The factors that continue to batter and bruise the markets are likely not going away soon. This author points to the triple threat causing it. In reality, there are more than three factors, but these are on the top.
by Loredana Harsana
The U.S. markets crisis has intensified this week as stocks, bonds, and the U.S. dollar are all simultaneously plunging. This triple threat traces directly to policy choices made by the Trump administration, creating some unprecedented challenges for investors right now.
The bond yield surge has reached pretty alarming levels on April 21, with 20-year bonds exceeding 4.9% at the time of writing. This bond yield surge reflects growing concerns about Trump’s proposed $4.5 trillion tax cuts and also the already historic $1.3 trillion budget deficit that’s been accumulating. The U.S. markets crisis has investors piling into short-term debt while selling off long-term Treasuries.
Trump’s tax cuts proposal from 2025 has Republican lawmakers already drafting legislation despite some serious questions about funding. With national debt standing at a staggering $36.6 trillion right now, Trump’s tax cuts plan could simply worsen the U.S. markets crisis if international investors start to demand higher risk premiums. READ MORE
Silver's History: The Catch-Up King -Daily Reckoning
Gold has been dominating the financial news this year, but what about silver? Silver has been quietly moving higher - comparatively speaking - and it may realize even bigger gains in the near future. See why silver has historically been considered "the catch-up king".
by Kevin Bambrough
Gold may be the crown jewel of precious metals, rising during economic uncertainty, but silver has repeatedly proven itself to be the underdog ready to take the throne. History reveals a compelling trend where silver, initially lagging behind gold during its surges, catches up with dramatic flair, often delivering returns 2 to 5 times greater.
For investors seeking both safety and explosive potential, the current market conditions suggest silver might be poised for another dazzling comeback.
Gold has been on an epic run driven by central bank buying and a rush to safe-haven assets amid global uncertainty. These factors have pushed the gold-silver ratio to extreme levels. Yet, as history shows time and time again, this widening ratio is often the signal for silver’s next big act. READ MORE
US Dollar Is On A Deathbed: Here’s Why -Watcher.Guru
The dollar is in trouble. We hear it and we experience it. Now some believe the dollar is on its death bed. It's already down 10% for the year, and the worst may be yet to come.
by Juhi Mirza
The currency dynamics are now evolving at a rapid pace, with the US dollar standing at a precarious global threshold. President Donald Trump has declared a tariff war against nations, levying heavy tariffs on nations to bolster the US economy. This development has led the US dollar to suffer great volatility. At the same time, new markers have emerged that are indicative that more USD volatility is already underway.
The US dollar is currently on the losing side, with other assets emerging victorious amid the recent market downturn. The rise of gold and Bitcoin as major league assets is delivering a clear signal, highlighting how dollar volatility may haunt the currency in the long run.
Gold has hit a new high amid the recent market pressure, hitting its 55th ATH, crossing beyond $3500 for the first time in history. At the same time, Bitcoin is also rising high, with investor sentiment pivoting towards BTC, often being touted as digital gold. These two assets have been emerging as the latest safe haven options as the US continues to battle increased capital outflows triggered by ongoing tariff tensions spurred by President Donald Trump. READ MORE
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4.22.25 - Gold Hits Historic Milestone of $3,500
Gold last traded at $3,379 an ounce. Silver at $32.48 an ounce.
EDITOR'S NOTE: At the risk of sounding like a broken record, gold has reached a new high...again! Gold has risen above the $3,500 mark and is expected to continue this trend for quite a while. Many analysts are calling for very aggressive, upward movement through 2026; which is a long runway for growth. Call us today to learn how you can buy gold, and take advantage of this opportunity of a lifetime.
Gold Hits Historic Milestone of $3,500 Per Ounce -Watcher.Guru
by Vinod Dsouza
Gold prices hit a historic high of $3,500 per ounce on Tuesday and reached the milestone much sooner than expected. The precious metal has surged nearly 34% year-to-date and is among the top-performing assets in the broader financial markets. It entered 2025 trading at $2,640 and touched a high of $3,500 in less than four months in the charts.
The massive price rise can be attributed to the large accumulation of the precious metal by all forms of investors. Retail traders, institutional funds, and central banks of developing countries have been relentlessly accumulating gold since 2022. Countries such as China, India, Brazil, South Africa, and Russia have purchased tonnes worth of gold in the last three years.
Senior Commodity Bloomberg Intelligence strategist Mike McGlone predicted in a recent interview that gold will hit $4,000 next. He explained that the precious metal has a solid foundation at $3,000 and might never dip below that price range. He revealed that the glittery metal will only go up from here as Trump’s trade wars have solidified the XAU/USD index.
“We’re putting in a pretty good base now around $3,000,” McGlone said. “It’s going to head into $4,000, the question is time. Anything in between there is for the traders, which I used to do.” If gold prices hit $4,000, it would have surged a staggering 14.5% from its current price of $3,500.
McGlone was the first analyst to predict in 2023 that gold prices would breach the $3,000 mark. All his forecasts have turned accurate and the $4,000 prediction might also turn true. The XAU/USD index is attracting heavy bullish sentiments with an influx of funds from all corners. The uncertainty of trade and tariffs by US President Donald Trump has made traders take entry into the precious metal. READ MORE
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4.21.25 - US Dollar Crashes 10% YTD
Gold last traded at $3,424 an ounce. Silver at $32.69 an ounce.
EDITOR'S NOTE: The US dollar could be collapsing before our very eyes. As gold prices continue to rally, the dollar is dropping like a rock; and it doesn't look like the situation will improve any time soon. Diversification into gold has never been more critical for investors.
USD Collapse: US Dollar Crashes 10% YTD, Gold Prices Reach Near $3,400 -Watcher.Guru
by Vinod Dsouza
The year 2025 has to be the worst time for the US dollar and the best for gold prices. The DXY index, which tracks the performance of the USD shows the currency trading at the 98.3 level on Monday’s opening bell. It has dipped nearly 10% year-to-date and is attracting heavy bearish sentiments in the charts. It started the year at a high of 109.25 but relentlessly dipped in the indices in the last four months.
Commodity traders are losing confidence in the US dollar and relying on gold instead, as it has been the most sought-after asset since 2022. Gold prices have surged nearly 29% year-to-date, entering 2025 trading at $2,660. Its price reached a high of $3,385 on Monday’s opening bell and surged close to 1.5%, rising nearly 50 points.
While gold prices display extreme bullish sentiments, the US dollar is seeing harsh bearish conditions. The two leading assets are two poles apart with one generating stellar returns while the other printing massive losses. The USD’s decline comes as a shock as currency investors were bullish on its prospects in 2025. READ MORE
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4.17.25 - U.S. Dollar Sees Worst Drop in 50 Yrs
Gold last traded at $3,321 an ounce. Silver at $32.47 an ounce.
EDITOR'S NOTE: We've been hearing for some time now about the trouble the US dollar is in, but how bad is it? The worst it's been in 50 years. The dumping of dollars by countries across the globe is creating tremendous concern, and a real threat to the future of the US dollar.
Scope Issues Downgrade Alert as U.S. Dollar Sees Worst Drop in 50 Yrs -Watcher.Guru
by Loredana Harsana
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| {Source: LSEG Datastream} |
Berlin-based Scope, which is used alongside S&P Global, Moody’s and Fitch by the European Central Bank, currently rates the U.S. at AA with a “negative” outlook. This rating actually sits below the AA+ scores from S&P and Fitch, while Moody’s remains the only major agency still giving America a top-grade “triple A.”
Scope’s head of sovereign ratings, Alvise Lennkh-Yunus, stated:
“If doubts about the exceptional status of the dollar were to increase, this would be very credit negative for the U.S.” READ MORE
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4.16.25 - Will Market Plunge 50% when Tariffs Resume?
Gold last traded at $3,354 an ounce. Silver at $32.90 an ounce.
Tech Bros vs. Gold Bugs -Daily Reckoning
Tech vs. gold may seem like a strange comparison, and yet it proves to be a very interesting association. Long story short, precious metals are now the safest place to invest. This is a time to buy the pullbacks, and hunker down in stable assets, while the next decade plays out.
by Adam Sharp
For the past few years, the world has been infected with a common strain of tech stock fever.
Symptoms include buying stocks at 50x revenue, chasing a handful of big names to ridiculous prices, and believing the bull market can last forever.
This particular strain of tech mania has been around for centuries:
- Railway mania, England 1840s, U.S. 1860 – 1870s
- Electricity and telephone boom, U.S. 1880 – 1900
- Internet boom and bubble, U.S. 1990 – 2000
Technological innovations change, but human behavior never does. It starts out with real tech breakthroughs, and evolves into a raging out-of-control mania. Only the strongest companies survive, and even those almost always crash hard towards the end of the bull market.
The current bubble in tech stock prices has gotten so extreme, that the so-called Magnificent 7 (Apple, Nvidia, Alphabet, Meta, Tesla, Microsoft, and Amazon) were, near the peak, worth a remarkable 62% of U.S. GDP. READ MORE
US Stock Market Could Plunge 50% After Tariffs Resume -Watcher.Guru
Tariff policy continues to plague the stock market, and it appears it will most assuredly get worse. The recent recovery is merely a moment in a recession that may take years to recover from.
by Vinod Dsouza
The US stock market experienced a major crash in early April after Trump announced tariffs on 185 countries. Dow Jones and Nasdaq plunged close to 2,000 points after Liberation Day wiping $2.85 trillion worth of wealth. The heat of the market crash reached the White House and President Trump announced a 90-day pause on tariffs. The markets recovered after the tariff pause making leading stocks briefly surge in value.
Leading economist and financial author Harry Dent said there’s no need to cheer about the recent recovery. He warned investors that taking an entry position now, believing that the storm has weathered, will only bring doom. The analyst predicted that the US stock market could crash another 30% to 50% once tariffs resume in July.
“This first crash takes us down into the summer 50% from the top on the NASDAQ and QQQ NASDAQ 100 and 40% on the S&P 500,” said Dent in a recent interview with David Lin. “It makes sense to sit through most (US stock market) corrections. This is not one of them, and we’ve got a bounce here where you can get out and at least be cautious in the summer. But, corrections and crashes like this tend to take at least two years and more like three years to play out, like 1929 to 1932, 2000 to 2002, the first tech bubble.”
He added that recessions are a healthy way of cleaning the US stock market to pave the way for the next bull run. Dent cautioned that entering a stock before bottoming out could be disastrous. “The economy has to have recessions to clean things out, and we haven’t had one. I don’t count COVID, it was a few weeks, it was a minor thing, it was artificial. We haven’t had a recession to do this in 16 years, the longest time in history,” he summed it up. READ MORE
Gold Surges to $3,317.90 as Central Banks Dump Dollars – $3900 In 3 Months? -Watcher. Guru
More dollar dumping by central banks is part of the fuel responsible for gold's recent historical increases. The trend of dumping dollars is certainly not isolated to the central banks, but they are definitely at the forefront of the effort.
by Vladimir Popescu
Gold prices surge to an unprecedented $3,317.90 per ounce this week as central banks accelerate dollar dumping and global unrest intensifies. This remarkable climb in the commodity market strengthens gold’s safe haven appeal amid mounting tensions.
Gold prices surge following U.S. President Donald Trump’s order for an investigation into potential tariffs on critical mineral imports. This move, targeting China, has sparked investor flight to safe haven assets.
Ole Hansen, head of commodity strategy at Saxo Bank, stated:
“Trump’s trade war shows no signs of easing after the President ordered a probe into critical minerals, semiconductors and pharmaceuticals, sparking a fresh move towards safe havens and out of stocks.” READ MORE
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4.15.25 - Bank of America Data Breach
Gold last traded at $3,231 an ounce. Silver at $32.33 an ounce.
EDITOR'S NOTE: Another major financial institution data breach is a sad reminder of the many cracks we have in our financial system. These types of events always leave account holders, at all banks, feeling uneasy. Read on to see what you can expect if you were part of this breach. If you would like to take steps to privatize your assets, give us a call today.
Bank of America Data Breach 2025: What You Need to Know About the US Bank Breach
In April 2025, Bank of America disclosed a significant data breach that has left customers concerned about the safety of their personal and financial information.
This US bank breach, widely reported as a data breach at Bank of America, exposed sensitive details, including names, addresses, account information, and Social Security numbers.
As one of the largest financial institutions in the United States, this incident has raised alarm bells about data security in the banking sector.
Here, we dive into the details of the Bank of America data breach, its impact, what the bank is doing to address it, and how you can protect yourself. READ MORE
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4.14.25 - Goldman Puts $4,000 Gold on the Agenda
Gold last traded at $3,210 an ounce. Silver at $32.35 an ounce.
EDITOR'S NOTE: We began the year with many analysts calling for conservative and steady growth for gold. As the world is scrambling to find financial safe havens, gold is outpacing those expectations with explosive gains. The yellow metal is providing a classic double-play opportunity serving up safety, as well as growth.
Goldman Puts $4,000 Gold on the Agenda as Hunt for Havens Grows -Yahoo! Finance
by Sybilla Gross
(Bloomberg) -- Goldman Sachs Group Inc. and UBS Group AG issued another round of bullish calls for gold, with stronger-than-expected central bank demand and the metal’s role as a hedge against recession and geopolitical risks underpinning expectations for even higher prices in 2025.
Goldman analysts including Lina Thomas now see gold rallying to $3,700 an ounce by the end of this year — with prices set to hit $4,000 an ounce by mid-2026 — while UBS strategist Joni Teves pointed to $3,500 an ounce by December 2025, according to two separate notes on Friday.
The new targets come after gold surged 6.6% last week, with prices clinching a fresh record above $3,245 an ounce on Monday. The two banks issued their previous outlook upgrades in March, signaling strong bullish consensus on bullion in an environment of uncertainty as US President Donald Trump’s trade policies roil global markets.
The Goldman analysts said official-sector purchases are likely to average about 80 tons per month this year — up from their previous estimate of 70 tons — and reiterated their long gold trade recommendation. Rising recession risks would also likely juice inflows into bullion-backed exchange traded funds, they added. READ MORE
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4.11.25 - Gold the 'Best Place to Be'
Gold last traded at $3,238 an ounce. Silver at $32.28 an ounce.
EDITOR'S NOTE: If the tariff war has you concerned about your investments, gold is the place you want to be. This according to Yahoo! Finance. The increase in gold prices - which has been nothing short of meteoric - is only going to go higher from here, according to many analysts.
Gold 'Best Place to Be' as Tariff Turmoil Sparks Climb to Record -Yahoo! Finance
by Yihui Xie and Yvonne Yue Li
(Bloomberg) -- Gold rose to a new record high above $3,200 an ounce as concerns about the impact of tariffs on the global economy boosted bullion’s appeal as a haven for investors.
Prices gained as much as 2.1% to $3,244.15 on Friday, eclipsing the previous all-time high posted Thursday. Prices are heading for a weekly increase of more than 6%.
Gold’s haven status has been underpinned this week, with President Donald Trump’s flip-flopping on tariffs sparking frantic selloffs for US stocks, bonds and the dollar, as fears of a worldwide recession engulfed Wall Street. In particular, the selloff in US government bonds highlighted eroding appetite for US assets and prompted questions about whether the nation’s debt remains a haven.
“Gold’s very strong recovery back to a fresh all-time high sent a signal that all is not well,” said Ole Hansen, head of commodity strategy at Saxo Bank AS. “Its continued strength suggests that despite the tariff pause, underlying concerns remain—geopolitical and economic tensions, mounting fiscal debt, and ongoing central bank demand.”
With tariffs at levels now set to halt almost all trade between the US and China, the concern now is that the economic fight between the world’s biggest economies could spill into other areas of the relationship. China retaliated against Trump’s latest tariffs by hiking duties on all US goods, while calling the administration’s actions a “joke” and saying it no longer considers them worth matching.
“Gold is the best place to be in the market now,” said Liu Yuxuan, a Shanghai-based precious metal researcher at Guotai Jun’an Futures Co. “The unprecedented trade tension has deepened the distrust of US dollar, intensifying the demand for” other safety assets. READ MORE
Further Reading
Gold Breaches $3,200: Here’s When It Can Reach $3,300 & $3,500 Next
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4.10.25 - Can Gold Surge Even Higher?
Gold last traded at $3,187 an ounce. Silver at $31.19 an ounce.
EDITOR'S NOTE: It has long been a concern that the BRICS movement might spread to Europe; and now it has. Poland is dumping US dollars and using their central bank to buy up gold, falling right in line with the BRICS method. If there are other European nations who employ this strategy, the US dollar will be in a world of hurt.
Gold Hits New All-Time High of $3,132: Can It Surge Even Higher? -Watcher.Guru
by Vinod Dsouza
Gold prices are skyrocketing on Thursday as the XAU/USD index touched a new all-time high of $3,132. The precious metal spiked more than 1.25% surging close to 40 points in the day’s trade. The bullish trajectory comes after US President Donald Trump announced a 90-day pause on tariffs. The new policy made the global markets rally with Dow Jones rising nearly 3,000 points in the charts.
The prices of gold have surged close to 19% year-to-date and are among the top-performing assets in the commodity markets. Retail investors, institutional funds, and central banks of developing countries have been aggressively buying the metal since 2022. The glittery asset has delivered profits to all who took an entry position two years ago.
Leading investment bank Goldman Sachs recently predicted that gold prices are on the way to hitting the $3,300 mark. “The increased forecast is underpinned by higher-than-expected demand for gold from central banks, which have been increasing their reserves of the commodity since the freezing of Russian central bank assets in 2022, following Russia’s invasion of Ukraine. This scenario would drive the gold price as high as $3,300 per troy ounce by the end of 2025,” the investment bank wrote.
That’s a surge of another 6% from its current price of $3,122. Therefore, an investment of $1,000 in gold could turn into $1,060 if the forecast turns out to be accurate. Gold remains in heavy demand due to the uncertainties of the global markets which is being affected by Trump’s tariffs. READ MORE
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4.9.25 - US Dollar Under Siege
Gold last traded at $3,083 an ounce. Silver at $30.89 an ounce.
Spot Gold Extends Gains in Biggest Intraday Jump in Five Years -Yahoo! Finance
Those who have already diversified into gold are patting themselves on the back, as that investment has seen hefty gains in the first quarter. Haven't entered the gold market yet? It's not too late, gold still has a long way to go.
by Yvonne Yue Li
(Bloomberg) -- Gold extended gains for the biggest intraday jump in five years as global markets gyrated and bonds sold off after US President Donald Trump imposed sweeping new import tariffs and China and Europe hit back with levies of their own.
Spot gold rose as much as 3.8% to as high as $3.095.13 an ounce Wednesday, the biggest intraday increase since March 2020.
An exodus from longer-dated US government bonds — typically a safe haven in times of turmoil — underscored a jittery day for investors as Trump’s historic trade measures came into effect. Bullion extended recent declines before swinging higher by as much as 3.4%, the biggest intraday jump since October 2023.
The selloff in Treasuries sent long-term yields soaring worldwide, threatening to deliver another hit to the US economy. Rising yields would normally weigh on bullion given its inverted relationship with inflation-adjusted rates.
“Gold is currently the ultimate safe haven as worries about US fiscal stability continues to rise,” said Ole Hansen, head of commodity strategy at Saxo Bank AS. READ MORE
US Dollar Under Siege as Central Banks Ramp Up Gold Reserves – What’s Next? -Watcher.Guru
The increasing central bank gold purchases are happening at a great cost to the US dollar. As banks - and governments - continue to unload dollars, it has become a race to see who can de-dollarize the fastest.
by Vladimir Popescu
The US dollar is currently experiencing alarming weakness, and right now in 2025, the currency is actually seeing its worst start to a year since the 2008 financial crisis. At this moment, central banks worldwide are also rapidly increasing their gold reserves as market volatility continues and fears about global financial instability grow stronger. This ongoing shift suggests an acceleration in de-dollarization efforts that might, in the near future, permanently alter the international monetary system as we know it.
In early April, the US dollar suddenly fell about 1.7% in value in just a single day after the new tariff announcements, and this also represented its largest daily drop since back in November 2022. Such unexpected behavior essentially contradicts its traditional and long-standing role as a safe haven during times of market uncertainty.
Thierry Wizman, global foreign exchange strategist at Macquarie, stated:
“What we’re seeing today is a further indication that the structure and nature of the U.S. dollar’s relationship to global markets has changed. There’s an underlying basis for this, which is the changing role of the U.S. in the world.” READ MORE
Currency: E-Yuan is Here – How China’s CBDC Could Destroy the Dollar -Watcher.Guru
In addition to the aggressive tariff war the US is having with China, we will also be fighting against the E-Yuan - their new CBDC. Some are suggesting the E-Yuan alone could sink the dollar.
by Vladimir Popescu
E-yuan, China’s central bank digital currency (CBDC), is quickly emerging as a potential threat to the U.S. dollar’s global dominance. The digital yuan represents, at this moment in time, China’s bold step into the future of finance, as the world’s second-largest economy is now aggressively positioning its CBDC to reshape international monetary systems. This new digital currency isn’t just another cryptocurrency – it’s actually a state-backed financial instrument with significant and far-reaching geopolitical implications.
The e-yuan was introduced as a pilot program back in 2019, after the People’s Bank of China began developing its centralized digital currency strategy in 2014. Initially tested in major cities like Shenzhen, Suzhou, Chengdu, and Xiong’an, the digital yuan has already accumulated approximately 261 million wallets according to statements from the PBOC, though a full nationwide launch is still pending and might take some time to fully materialize.
China’s CBDC development comes with several strategic advantages that position the e-yuan as a potential dollar challenger. Right now, at the current moment, the country leads the world in transitioning toward cashless economies and has, over the years, pioneered vast FinTech ecosystems including platforms like Alipay, WeChat Pay, and also UnionPay. The renminbi is currently the fourth most active currency for global payments by value according to SWIFT, already ahead of both the Japanese yen and Canadian dollar, which is quite significant. READ MORE
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4.8.25 - Poland: ditching the dollar and buying gold
Gold last traded at $2,980 an ounce. Silver at $29.79 an ounce.
EDITOR'S NOTE: It has long been a concern that the BRICS movement might spread to Europe; and now it has. Poland is dumping US dollars and using their central bank to buy up gold, falling right in line with the BRICS method. If there are other European nations who employ this strategy, the US dollar will be in a world of hurt.
New Country Begins Ditching US Dollar, Accumulates Gold in Central Bank -Watcher.Guru
by Vinod Dsouza
It’s no longer the Asian countries that are aggressively accumulating gold in their central banks and ending reliance on the US dollar. A new European country joined the league to become the biggest buyer of gold last month diversifying its assets in the central bank and not giving foremost importance to the US dollar. If European countries start the trend of diversification in central banks, it could cause major financial havoc in the US.
The new European country to accumulate tonnes of gold in their reserves and sideline the US dollar is Poland. Poland’s central bank brought 16 tonnes of gold last month making it the biggest buyer of the precious metal in March. It even raced ahead of China, India, Russia, and Brazil who were actively accumulating the glittery metal since 2022.
Several countries are keeping the US dollar aside in 2025 and refilling their coffers with gold. The US dollar comes with risk as the debt ceiling is high and a recession could impact their native economies. JP Morgan has already increased the chance of a recession in 2025 from 30% to 60% after the tariffs went live.
54% of Poland’s central bank purchases have been gold since 2024 and reduced US dollar, according to the latest data. “That increases its YTD net purchases to 49 tonnes, equivalent to 54% of its total purchases in 2024 (90 tonnes),” said David Miller, Chief Investment Officer at Catalyst Fund.
The total Poland spent to accumulate 16 tonnes of gold was $894,181,760 in April 2025. If more countries begin relying less on the US dollar and more on gold, the greenback could face a deficit. Central banks hoarded USD the most for decades and the diversification is a cause of worry. READ MORE
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4.7.25 - Investors brace for margin calls
Gold last traded at $2,985 an ounce. Silver at $30.04 an ounce.
EDITOR'S NOTE: A long-lingering concern in the stock market is being realized this week. The leverage in the market - through hedge funds and margin plays - is taking on a life of its own. This is creating chaos in the markets; for investment firms, banks and investors alike.
Hedge funds capitulate, investors brace for margin calls in market rout -Yahoo! Finance
By Summer Zhen, Samuel Shen and Carolina Mandl
HONG KONG/SHANGHAI/NEW YORK (Reuters) -Some hedge funds say they are offloading all or most of their holdings of stocks as U.S. President Donald Trump's trade war wipes out trillions of dollars of market value and forces them to curtail trading using borrowed cash.
In the three trading days following Trump's announcement of broad reciprocal tariffs on almost all countries, stock markets across the world have plummeted, and bonds have become both a haven and a bet on rate cuts by the Federal Reserve, turning on their head market assumptions before Trump took office.
The selloff on Wall Street has been vicious as investors that bet on U.S. exceptionalism and economic might stampede out of its markets.
The benchmark S&P 500 index fell 10.5% over two days and lost about $5 trillion in market value. China's CSI300 blue-chip index fell more than 5% on Monday, while the pan-European STOXX index is down over 14% from its March 3 all-time closing high and in correction territory.
William Xin, chairman of hedge fund Spring Mountain Pu Jiang Investment Management based in Shanghai, said he had liquidated all of his stock positions as the current geopolitical landscape is messy, and the risk of a global recession is rising.
"The macro picture is getting very chaotic, and I cannot see the future clearly at all," said Xin, who sold his China and Hong Kong-listed shares last Thursday, ahead of a public holiday on Friday. READ MORE
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4.4.25 - Central Banks Rush to Buy Gold at ATH!
Gold last traded at $3,020 an ounce. Silver at $29.41 an ounce.
EDITOR'S NOTE: Central banks have been buying up gold in earnest since 2022, but that buying has hyper-accelerated since Trump's inauguration. Now, strategists are suggesting central banks should amass even more gold to shore up their holdings. That advice also applies to individual investors. With this level of market volatility, a hedge is no longer a luxury, it's a necessity.
Trump’s Tariffs Trigger De-Dollarization – Central Banks Rush to Buy Gold at ATH! -Watcher.Guru
by Vladimir Popescu
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| {watcher.guru} |
Trump’s economic policies have certainly prompted central banks worldwide to rethink their reserve strategies, leading to unprecedented gold purchases in recent months. This shift represents a really significant move toward de-dollarization as countries try to insulate themselves from US policy volatility and the potential fallout from trade disputes.
The de-dollarization movement has, at this point in time, central banks purchasing over 1,000 metric tons of gold annually since 2022. In the final quarter of 2024, following Trump’s election victory, central bank purchases jumped about 54% year-on-year to approximately 333 tons.
Michael Widmer, commodity strategist at Bank of America, stated: “Emerging market central banks currently hold around 10% of their assets in gold. They should really hold 30% of their assets in gold.”
Gold prices have, as a result, responded dramatically, hitting $3,167.57 per troy ounce in April 2025—essentially a 19% gain this year and an impressive 71% rise since 2022. READ MORE
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4.3.25 - Gold is glittering for good reasons
Gold last traded at $3,113 an ounce. Silver at $31.84 an ounce.
EDITOR'S NOTE: If you are still not sure if gold is right for your portfolio, here are a few more reasons you may want to consider it. The list of reasons to buy continues to grow, as do the projections by many analysts for huge appreciation.
Gold is glittering for good reasons. Here's why it still fits in your portfolio.-MorningStar
By Charles Collyns and Michael Klein
Gold can be an effective hedge against other risks, including global uncertainty and volatility
The main factor behind the recent surge in the price of gold is the increase in global economic uncertainty.
The price of gold has jumped more than 40% since the end of 2023, topping $3,000 per ounce in March 2025 and now approaching $3,200. This leap cannot be explained by a sudden increase in the demand for gold as jewelry or for its use in industrial production. Rather, it reflects the shifting demand for the yellow metal as a financial asset.
Historically, gold has been held by private investors who see gold as a good way to protect wealth during inflationary periods or when there is substantial economic or political uncertainty as well as by central banks as part of their international reserves. Can shifts in these motivations explain the recent dramatic rise in the gold price?
The recent spike in economic uncertainty worldwide has sent the gold price soaring. Consider:
-- Large gold price fluctuations mainly reflect its role as a financial asset: As a commodity, gold is mined and used as an input for both industrial and consumer goods, which can imply some modest shifts in supply and demand, and hence the price of gold, over time. But gold also has a long history of being held by private investors and central banks, which can be the source of much larger shifts in gold demand. These shifts in the demand for gold as a financial asset have tended to dominate gold price movements.
-- For private investors, gold offers no explicit yield, unlike bonds, which pay an annual interest rate or stocks that pay dividends. But holding gold can still provide benefits in an investment portfolio: People will purchase gold when they expect the price of gold to go up and to be able to cash it in at a higher price - although there is also a risk of capital losses in the face of a price decline. Current price swings reflect shifting beliefs about gold's future price, and the difference between the current and future prices provides a source of speculative gain (or loss) and a possible hedge against losses from other assets. Gold-backed exchange-traded funds (ETFs) have substantially broadened the investor base for gold and allowed for more rapid shifts between gold and other assets in response to such shifting beliefs. READ MORE
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4.2.25 - Gold to Surge 10.7% by May
Gold last traded at $3,131 an ounce. Silver at $33.98 an ounce.
De-Dollarization: New Non-Traditional Currencies Are “Eating” The US Dollar -Watcher.Guru
It's no secret the dollar is in a dog fight, and to hear some say it's getting "eaten" is not encouraging. As President Trump continues to make moves in this global game of economic chess, it feels as if he's losing ground at every turn. Hopefully he finds a window of opportunity to reverse this trend.
by Juhi Mirza
The US dollar seems to be in great jeopardy from the start of the year. The year 2025 has ushered in great instability for the US economy, spurred primarily by the US’s rising trade war narrative. President Donald Trump is adamant about imposing tariffs on nations that do not comply with the trade norms laid down by the United States, sparking widespread volatility in the US dollar’s global status. This development has led to the US dollar falling, with nations pivoting to “non-reserve currencies” to save face. Will this phenomenon destabilize the USD to a greater extent and usher in de-dollarization? Let’s find out.
The US dollar is declining rapidly, displaying shaky metrics amid a rising trade war narrative. Per an article by Kitco, the US dollar is gaining new competitors, contenders that are vying for its reserve currency status. Per Wolf Richter, analyst and Wall Street analyst, the US dollar’s status as a dominant reserve asset is declining, a statement that was recently echoed by BlackRock’s Larry Fink.
“The reserve currency status comes from other central banks (not the Fed) having purchased trillions of USD-denominated assets such as Treasury securities, other government securities, corporate bonds, and even stocks. The dollar’s status as the dominant reserve currency has been crucial for the US, and as that dominance declines ever so slowly, risks pile up ever so slowly.” Richter stated. READ MORE
Gold to Surge 10.7% by May 2025 – Safe-Haven Demand Drives Price to $3,448.54 -Watcher.Guru
With the price of gold already surpassing the performance estimates for 2025, several analysts have re-calibrated and raised their predictions. As the tsunami of economic pressure builds, people across the globe continue to seek the safe haven gold provides.
by Vladimir Popescu
Gold prices are currently projected to climb about 10.7% to $3,448.54 by May 2025, and this rise is being driven by strong safe-haven demand amid increasing market volatility and also economic uncertainty. Gold is trading at a value of about $3,114.25 right now, and it also recently hit an all-time high of $3,148.88 as investors are actively seeking shelter from the global economic turbulence that we’re seeing.
Philip Newman, managing director of Metals Focus, stated:
“The main reason for these successive record highs has been safe-haven buying, and the geopolitical uncertainty underpinning this shows no sign of letting up.”
At the time of writing, market anxiety has intensified ahead of U.S. reciprocal tariffs, which were actually dubbed “Liberation Day” by President Trump. These tariff policies could potentially trigger inflation, and also slow economic growth, as well as worsen trade disputes – conditions where gold typically thrives as a hedge against instability.
Gold investment sentiment remains quite bullish with technical indicators showing about 23 green days out of the last 30 (77%), despite the moderate price volatility of around 2.33%. READ MORE
Elon Musk says Fort Knox gold reserves should be livestreamed -Fox Business
Just when it seemed like the Fort Knox gold reserves audit discussion had gone away, it has reemerged. I support the idea of an audit. If there is nothing to hide, why not?
by Aislinn Murphy
Tesla CEO and Department of Government Efficiency (DOGE) head Elon Musk on Sunday voiced his support for setting up a livestream of Fort Knox and its gold reserves.
In response to a question about Musk checking on the gold at Fort Knox, the billionaire said he thought it "would be awesome to livestream Fort Knox."
Fort Knox’s U.S. Bullion Depository is one of several places across the country where the U.S. government keeps its gold reserves. It is located in Kentucky.
"I mean, that would be really fun. And after all, it is actually the gold of the American people, so the American people, it seems to me, have a right to see their gold," he said.
"Hopefully, it looks really cool. You know, open the doors like, ‘Is it there? Is that really gold? Let’s check.’ Maybe it’ll be really interesting," he continued.
Musk said he was "all for it" and that President Donald Trump "says he’s interested in doing it, so hopefully it happens."
Conspiracy theories about the status of Fort Knox’s gold have been rampant on social media, and Musk and Trump have also speculated about whether the bullion remains present at the highly secure depository, saying it needs to be confirmed. READ MORE
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4.1.25 - Central Banks Diversify into Other Currencies
Gold last traded at $3,118 an ounce. Silver at $33.68 an ounce.
EDITOR'S NOTE: As President Trump continues to battle with BRICS nations over their de-dollarization maneuvers, it appears there is another enemy of the dollar; central banks. Central banks have been diligently divesting themselves of dollars, as they position in other currencies; as well as gold. The dollar is definitely getting bent, how much can it take before it breaks?
Status of US Dollar as Global Reserve Currency: Central Banks Diversify into Other Currencies and Gold -Wolf Street
by Wolf Richter
The status of the US dollar as the dominant global reserve currency has helped the US fund its twin deficits, and thereby has enabled them: the huge fiscal deficit every year and the massive trade deficit every year. The reserve currency status comes from other central banks (not the Fed) having purchased trillions of USD-denominated assets such as Treasury securities, other government securities, corporate bonds, and even stocks. The dollar status as the dominant reserve currency has been crucial for the US, and as that dominance declines ever so slowly, risks pile up ever so slowly.
The US dollar lost further ground as top global reserve currency in 2024, according to the IMF’s COFER data released today. Total holdings of USD-denominated securities by other central banks (not the Fed) fell by $59 billion to $6.63 trillion at the end of 2024, from $6.69 trillion at the end of 2023.
And the dollar’s share declined to 57.8% of total allocated exchange reserves at the end of 2024, the lowest since 1994, down by 7.3 percentage points in 10 years, as central banks have been diversifying their holdings for years to assets denominated in currencies other than the dollar, and into gold. VIEW CHARTS AND READ MORE
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3.31.25 - Paper Promises, Golden Truths
Gold last traded at $3,121 an ounce. Silver at $33.99 an ounce.
EDITOR'S NOTE: Fiat currencies always fail, it’s just a matter of how long it takes them to fall. The dollar is, sadly, knocking on death’s door. It may take years for its ultimate demise, but that isn’t stopping central banks from buying as much gold and silver as they can get their hands on. Individual investors would be wise to do the same. Gold and silver have saved governments, and citizens, from failed paper experiments for millennia.
Paper Promises, Golden Truths -Daily Reckoning
by Adam Sharp
In films and TV shows set in the future, money is usually a digital government currency.
Credits, cubits, and chits are a few names I recall. This is a globalist CBDC-based vision of the future. Bleak.
But in one of my favorite sci-fi movies, Looper, precious metals reign supreme as money. In that film, the inevitable breakdown in fiat currency has already occurred and hard money has made a comeback.
This latter scenario is far more likely. Time and time again, central banks and governments have proven they cannot be trusted with the power to create unlimited money. It doesn’t matter whether it’s paper or digital money, central bankers will print too much of it given the chance.
Without exception, every fiat currency in history has trended towards zero. Government digital money will be no different.
Voltaire wasn’t exaggerating when he said, “paper money eventually returns to its intrinsic value – zero”. In fact, he had just experienced it first-hand following France’s disastrous fiat experiments of the 1700s.
It’s a question of when, not if. And time is running short. READ MORE
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3.28.25 - Trump and the Fate of the Dollar
Gold last traded at $3,077 an ounce. Silver at $33.97 an ounce.
EDITOR'S NOTE: This headline alone represents an ocean's worth of discussion, and the article does a great job of it; but the last paragraph is the one worth heeding, "The big winner in this context is gold. The BRICS are moving toward gold as fast as they can. Investors can do the same. Don’t be left behind."
Trump and the Fate of the Dollar -Daily Reckoning
by James Rickards
What is the Mar-a-Lago Accord? And what would a Mar-a-Lago Accord mean for the value of the U.S. dollar?
We begin our analysis with the name itself. Mar-a-Lago Accord is an echo of the three major international currency accords since the original Bretton Woods Agreements reached in 1944.
The first was the Smithsonian Agreement in December 1971. This came in the aftermath of President Nixon’s decision on August 15, 1971, to end the convertibility of U.S. dollars into physical gold by U.S. trading partners at the fixed rate of $35.00 per ounce. The major countries in the global system (U.S., UK, France, Germany, Italy, Japan, Netherlands, Sweden, Switzerland, Canada, Belgium, and Netherlands) met at the Smithsonian Institution in Washington DC to decide how to reopen the gold window.
The main U.S. goal was to devalue the dollar. In the end, the price of gold was increased by 8.5% to $38.00 per ounce (revalued to $42.22 per ounce in 1973), which equaled a 7.9% dollar devaluation. Other currencies were revalued against the dollar, including a 16.9% upward revaluation of the Japanese yen.
The effort to reopen the gold window failed. Instead, major countries moved to floating exchange rates, which remains the norm to this day. Gold moved to free market trading and is currently about $3,050 per ounce. That gold price represents a 98.8% devaluation of the dollar measured by weight of gold since 1971. READ MORE
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3.27.25 - Silver's 3x Upside
Gold last traded at $3,056 an ounce. Silver at $34.44 an ounce.
EDITOR'S NOTE: Silver has appreciated over 40% in just the last year, and that's the tip of the iceberg. Many analysts are now suggesting we may soon be seeing a 300% increase in the price of silver, and quite possibly even more.
Silver’s 3x Upside -Daily Reckoning
by Adam Sharp
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| {Daily Reckoning} |
Despite the healthy price action, the thought of selling hasn’t crossed my mind.
Today I will lay out the case that silver could triple to over $100/oz over the next few years.
When pondering how high silver could go, historical prices are a logical place to start. To do so properly, however, we need to account for inflation.
Silver reached its all-time high of around $50 in 1980, but that was a special situation. Specifically, it was a scheme orchestrated by the Hunt brothers to corner the market.
So unfortunately, we can’t really use the 1980 $50 price as a benchmark. If we did, according to the BLS’ official inflation calculator, $50 in 1980 would equate to around $205 today.
However, I also don’t trust the official government inflation numbers. Many of us suspect that federal inflation data is severely understated.
You see, in both 1980 and 1990 the U.S. government changed the way inflation (CPI) was calculated. The new methods dramatically lowered the rate of price increases.
Shadowstats.com, operated by economist John Williams, offers an alternate inflation data set which attempts to re-create the pre-1980 methodology. As you can imagine, Shadowstats arrives at a wildly different inflation picture: VIEW CHARTS AND READ MORE
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3.26.25- Prepare for the Looming Recession
Gold last traded at $3,019 an ounce. Silver at $33.63 an ounce.
US Treasury Could Default As Soon As August, CBO Warns -ZeroHedge
As President Trump races to right our financial ship, is there enough time left on the clock to do so? He's created a lot of stir - and some good results - with his early moves; but there are still problems, like our debt, that could prove too insurmountable.
by Tyler Durden
Earlier this week we pointed out the striking plunge in the Treasury's cash balance which had averaged around $800 billion for the past 18 months, and which plunged by $480 billion in the past month.
Regular readers are aware of the reason for this plunge: ever since the US hit the debt ceiling in the last days of the Biden administration, the US Treasury has been unable to issue new debt and so has been forced to draw down its cash to fund day to day operations.
Obviously, there is a limit to how much longer this can continue: after all, once the cash balance hits 0, the Treasury will have to start prioritizing payments, and eventually, it may even have to delay payments of interest or repayments of principal... better known as default.
Which brings us to the latest report from the Congressional Budget Office published this morning which warned that the federal government could run out of enough money to pay all of its bills on time as soon as August if lawmakers fail to raise or suspend the debt limit, to wit:
The Congressional Budget Office estimates that if the debt limit remains unchanged, the government’s ability to borrow using extraordinary measures will probably be exhausted in August or September 2025. The projected exhaustion date is uncertain because the timing and amount of revenue collections and outlays over the intervening months could differ from CBO’s projections.
On Monday, the Bipartisan Policy Center said that according to public data the Treasury will be forced to start defaulting on obligations sometime between mid-July and early October. VIEW CHARTS AND READ MORE
Prepare for the Looming Recession -Daily Reckoning
Looks like the "R" word is rearing its ugly head again. Add it to the long list of potential gut punches looming over the US economy.
by Byron King
“Will we have a recession?” was the question.
My answer was… Yes, count on it.
And to give away the punchline, prepare now for rough seas ahead, so to speak. Take some money off the stock market table, stash cash, lighten up expenses, throttle back generally, and own gold and silver for the long-term.
Here’s the background…
During the 1980 presidential campaign, Ronald Reagan offered a memorable quip: “A recession is when your neighbor loses his job. A depression is when you lose yours.” Then Reagan added, “A recovery is when Jimmy Carter loses his.”
The delivery and timing were perfect, befitting Reagan’s years on the stage, both in Hollywood and California politics. His line resonated with voters. In 1980 Reagan hit an exposed political nerve during a tough spell for the U.S. economy, at a time of roaring inflation and general industrial decline. If you were around, you may recall the rising prices for everything, plus widespread factory closures and layoffs.
The Gipper’s pithy summation was great political drama. His point remains valid. Voters appreciate politicians who deliver a strong economy with good jobs, economic growth, and prices under control. And voters punish politicians who fail, hence Carter’s one term in office.
Over and above Reagan’s use of the term recession, the word has a more formal definition in the field of economics. Namely, a recession is a period of economic decline during which trade and industrial activity are reduced, generally identified by a fall in GDP over two successive quarters.
In this sense, the definition of recession makes it more difficult properly to use the term. That is, a recession isn’t a real “recession” except in retrospect, looking back after long delay. READ MORE
Local Currencies Defeat the US Dollar in 2025 -Watcher.Guru
The new normal for the dollar is continually losing ground against local currencies. This trend is building momentum at a time when the dollar is in desperate need of an uptick. The year is still young, but so far, it's not looking good.
by Vinod Dsouza
The big currency winners in 2025 are everybody except the US dollar, reported Reuters. The DXY index, which tracks the performance of the US dollar against a basket of six currencies shows the greenback falling to a low of 103.60 this month. It fell from a high of 109.80 early this year to a low of 103.60. That’s a decline of nearly 4.5% year-to-date and is a steep dip in the forex markets. Local currencies have outperformed the US dollar this year as the greenback remains on the back foot.
The mighty US dollar has plummeted against eight out of nine leading local currencies in 2025. The main culprit that weakened the USD is the trade tariffs imposed by Trump that caused disruption in the forex sector. The tariffs are dividing the markets as investors are sending mixed reactions in the indices.
Below is the list of leading local currencies that the US dollar has dipped in 2025: READ MORE
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3.25.25 - 10 US Sectors Vulnerable To Tariffs
Gold last traded at $3,020 an ounce. Silver at $33.74 an ounce.
EDITOR'S NOTE: As we continue to ride the seesaw of tariffs, we haven't begun to feel the consequences yet. While the Trump administration feels imposing tariffs is the best strategy to bolster the buck, and the overall economy, which sectors will be impacted the most. Read on to see the list of ten.
De-Dollarization: 10 US Sectors Vulnerable To Tariffs & Dollar Decline -Watcher.Guru
by Juhi Mirza
In a world that is increasingly pivoting towards the multi-polar narrative, the US is now struggling to maintain its dollar diplomacy intact. While the efforts to curb de-dollarization have always been initiated by the US, Trump’s sudden tariff sprees have now cast a shadow of doubt, with analysts questioning whether such tariff moves are in sync with the US economic infrastructural health. Moreover, Trump’s tariff ordeals have started to affect the US dollar, with USD encountering heavy fluctuations in its valuation. Will the US economy be able to handle the aftermath of Trump’s bold tariff ordeals? Or will it prompt nations to pursue de-dollarization holistically? Let’s find out.
Donald Trump is currently pursuing an aggressive tariff policy and is busy levying tariffs on nations to bolster the US economy. In one of Trump’s recent statements, the US president stated how April 2nd is the day when America liberates itself, as it is the day when the president will be issuing reciprocal tariffs on nations.
While his strategy is solely based on bolstering the US economy and making it more productive than ever, the repercussions of his policies cannot be ignored. For instance, experts have long been stating how Trump’s aggressive tariff policies may backfire, ushering in economic instability in the domain.
“The President is right to focus on major problems like our broken border and the scourge of fentanyl, but the imposition of tariffs won’t solve these problems and will only raise prices for American families and upend supply chains.” Said John Murphy, senior vice president and head of international at the US Chamber of Commerce.
At the same time, experts have also expressed concerns over retaliatory tariffs that the US may face in the process. Other than that, issues such as supply chain disruptions and the global trade war narrative may also gain steam, battering the US and the US dollar in the process. READ MORE
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3.24.25 - Any Country Buying Venezuelan Oil Slapped With 25% Tariff
Gold last traded at $3,011 an ounce. Silver at $33.04 an ounce.
EDITOR'S NOTE: When the talking heads said a tariff war was coming, they weren't kidding. President Trump has been actively pursuing countries - who are conducting trade with other countries - he believes are unfavorable to the US. Time will tell how effective his approach proves to be, but if nothing else, he's definitely brought these issues to the forefront.
Trump: Any Country Buying Venezuelan Oil Slapped With 25% Tariff -ZeroHedge
by Tyler Durden
President Donald Trump is imposing a 25% 'Secondary' tariff on Venezuela, and a 25% tariff on "any Country that purchases Oil and/or Gas from Venezuela," payable to the United States "on any Trade they do with our Country."
The tariffs, which would go into affect April 2 should Trump implement them, would cut a major source of revenue for the Maduro government - while ratcheting up pressure on China, a major purchaser of Venezuelan crude that's already looking at 20% tariffs under Trump.
Trump cited "the fact that Venezuela has purposefully and deceitfully sent to the United States, undercover, tens of thousands of high level, and other, criminals, many of whom are murderers and people of a very violent nature," in his 25% tariff on Venezuela, and says the additional 25% tariff punishing anyone buying oil or gas will begin on April 2nd.
Needless to say, the news sent oil immediately higher in Monday trade.
The move would particularly affect China, which has been a major purchaser of Venezuelan crude - and it's unclear i) if China will agree to be impacted by unilateral tariffs and ii) how the US would enforce them against China.
Venezuelan crude exports had risen to a five-year high in February before the Trump administration said it was forcing Chevron to wind down its operations by April 3. Chevron had sought more time to conclude operations with Venezuela's state-owned Petroleos de Venezuela. In canceling the deal, Trump announced in a post on Truth Social that he was "reversing the concessions" of the "oil transaction agreement, dated November 26, 2022."
These were concessions enacted by his Democratic predecessor Joe Biden, which had allowed Chevron Corp - active in the Latin American country for a century - to produce and sell oil in Venezuela despite sanctions. VIEW CHARTS AND READ MORE
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3.21.25 - Peace in Ukraine: Investor Implications
Gold last traded at $3,021 an ounce. Silver at $32.89 an ounce.
EDITOR'S NOTE: While the war in Ukraine has shown the world that warfare will never be the same, gold has once again proven itself a steadfast and enduring way to preserve wealth; for world powers and individual investors alike. In a time when electronic assets can be seized by enemies, physically held precious metals shine. As Mr. Sharp concludes, "Gold is back as a reserve asset, and its importance is only set to grow over the coming decades."
Peace in Ukraine: Investor Implications -Daily Reckoning
by Adam Sharp
After 3 terrible years of fighting, the war in Ukraine may finally be nearing its conclusion.
This week Presidents Trump and Putin had a 2+ hour phone call which apparently went well. Both leaders expressed a strong desire to end the war, and more than that, expand bilateral relations.
On the battlefield, Russia is on the verge of pushing the last of Ukraine’s forces out of its Kursk region. It is almost certain that President Zelensky had hoped to trade Kursk for Russian-occupied lands, likely including the Zaporizhzhia nuclear power plant.
If and when Russia succeeds in clearing Kursk, it will be a major disappointment to the Ukrainian side. President Zelensky clearly would like to regain some of his lost territory as part of any peace deal. But it is increasingly looking like Putin is not open to negotiation on this point.
Ukraine is losing the war, low on troops and equipment, and experiencing widespread electricity blackouts and brownouts.
While I am sure President Trump will work to get Ukraine the best deal possible, at this moment it appears Putin holds most of the leverage.
Today, let’s look at the implications of a hypothetical end to the war for investors. READ MORE
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3.20.25 - Utah Approves Gold Payments for State Vendors
Gold last traded at $3,044 an ounce. Silver at $33.58 an ounce.
EDITOR'S NOTE: As Rep. Ken Ivory puts it, "In uncertain economic times, Utah is providing vendors and service providers with the option to receive payment in gold and silver. This law gives Utahns an alternative to choose how they preserve the purchasing power of their earnings and savings." Utah is the first state to legally acknowledge what many gold investors have known for generations: gold preserves wealth; always has, and always will.
Utah becomes 1st in nation to approve gold and silver payments for state vendors -St. George News
The Utah Legislature passed the precious metals amendments bill authorizing the state treasurer to issue a competitive procurement for a precious metals-backed electronic payment platform, allowing state vendors to opt for payment in physical gold and silver.
Sponsored by Rep. Ken Ivory and carried in the Senate by Sen. Keith Grover, the bill, designated HB 306 in Utah's 2025 legislative session, passed with strong bipartisan support in both the House and Senate and now awaits the governor’s signature. This landmark move positions Utah as the first state in the nation to pass a transactional gold bill, according to a news release issued by the Utah Office of State Treasurer.
The legislation is an outcome of the Utah Precious Metals Study Workgroup, formed under HB 348 passed by Ivory in the 2024 General Session, which authorized Utah Treasurer Marlo Oaks to invest a portion of Utah’s rainy day funds in precious metals and review how precious metals can enhance Utah's economic security and prosperity.
"A key takeaway from the workgroup is citizens should have a choice in how they conduct financial transactions," Oaks said in the press release. "HB 306 gives state vendors the option to be paid in precious metals, while ensuring the physical assets backing the system are stored in Utah and subject to regular audits. This not only supports a secure and transparent system, but also takes an important step toward making transactional gold a viable option for all citizens.”
“In uncertain economic times, Utah is providing vendors and service providers with the option to receive payment in gold and silver,” Ivory said. “This law gives Utahns an alternative to choose how they preserve the purchasing power of their earnings and savings.” READ MORE
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3.19.25 - Gold’s Warning Signal
Gold last traded at $3,048 an ounce. Silver at $33.81 an ounce.
De-Dollarization: 3 Reasons Why The World Is Ditching The US Dollar -Watcher.Guru
Even as some BRICS nations are softening on their anti-dollar position, there is a strong contingency of nations with a laser focus when it comes to distancing themselves from the dollar. Here are three reasons why.
by Juhi Mirza
De-dollarization, otherwise known as the phenomenon that denotes the dumping of the US dollar on a global scale, is now a burning concept running amok among global nations. The concept is now gaining maximum steam, primarily due to the rising narratives that continue to hammer the US dollar’s prestige and valuation. The American currency is now subject to wild allegations, including its growing weaponization and ability to sanction other nations, that are primarily compelling nations to consider shifting away from the dollar. Will the dollar be able to survive this transition?
Donald Trump is now the 47th president of the United States. Trump has long proposed the idea of imposing tariffs on nations to bolster the US economy, which is now backfiring in the form of a bubbling trade war. This phenomenon is now compelling nations to discuss an alternate strategy, which includes putting counter-tariffs on the US to seek vengeance.
At the same time, this concept is also pushing the US dollar to encounter new lows, compelling nations to revisit their investments and tweak the areas where improvement is possible. If this continues, it may have a lasting impact on the dollar’s prestige, which may push nations to consider alternate payment systems. READ MORE
Gold’s Warning Signal -Daily Reckoning
Gold continues to make headlines, and many analysts believe it's just begun to shine. Unfortunately this is due, in large part, to the unraveling of the US economy. Despite the best of efforts from this administration, it's looking pretty grim at the moment. But this is what we were expecting. Read on to see why gold can help your portfolio weather the storm.
by Adam Sharp
Over the course of COVID, the U.S. government spent absurd amounts of money to prevent a total financial collapse.
At least $4.6 trillion was pumped into the economy in the form of stimulus checks, forgivable loans, tax breaks, and healthcare spending.
For the past five years, we’ve been coasting off of this stimulus. But now, the effects are finally beginning to wear off.
And it’s showing up in the data, particularly sentiment. Take a look at the chart below, which shows the ongoing results of the University of Michigan’s Consumer Sentiment Survey.
As you can see, the percentage of people who think business conditions will be worse in one year has doubled over the past month or so.
Investor sentiment regarding the stock market has also turned sharply negative. Here’s the latest data from the American Association of Individual Investors Sentiment Survey (red is bearish).
As you can see, almost 60% of those surveyed are currently bearish. That’s high above the historical average bearish percentage of around 30%.
So we’re in deeply red sentiment territory, in both markets and business.
Ever since 2008 (and arguably 2000), our entire system has been propped up by artificial supports. Low interest rates. Excessive deficit spending. Periodic stimulus checks to qualifying individuals. VIEW CHARTS AND READ MORE
US Dollar Drops 4.7% in 2025: What’s Next for Your Portfolio? -Watcher.Guru
The dollar has seen some deep drops recently. Is regaining a "strong dollar" even a possibility, given the gravity of the financial circumstances surrounding us? Read on to see what possible impact a weaker dollar might have on your portfolio.
by Loredana Harsana
The US dollar drop has surprised many investors as the greenback continues to weaken against nearly all major developed market currencies. The rather significant 4.7% decline represents a major shift in global currency trends and also raises some crucial questions about portfolio risk management strategies going forward.
Currency market volatility has increased following President Trump’s second term, though not exactly as many analysts had anticipated. While tariffs typically tend to strengthen the dollar, the current uncertainty around trade policies is seemingly undermining confidence in the US economy at the time of writing.
The US dollar drop in 2025 continues alongside strengthening currencies across multiple regions these days. This ongoing shift in US dollar performance creates both challenges and also opportunities for investors with any kind of international exposure.
The Euro has emerged as one of the top performers against the weakening dollar recently. The common currency posted its largest weekly gain versus the dollar since 2009 and is also heading for its best quarter since 2022, with an impressive 5% rise. READ MORE
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3.18.25 - Mid East tensions, tariff jitters fuel gold's record rally
Gold last traded at $3,034 an ounce. Silver at $34.01 an ounce.
EDITOR'S NOTE: With the globe in turmoil, the gold bull charges forward. Precious metals will likely continue to outperform all other asset classes as instability in the economy will be present for the foreseeable future. If you are feeling priced out of the gold market, consider silver. It has been slowly rising alongside gold and many metals experts believe it may see some robust gains soon as it, too, is a safe haven in turbulent times.
Middle East tensions, tariff jitters fuel gold's record rally -Reuters
By Daksh Grover
March 18 (Reuters) - Gold prices rose 1% to hit a fresh record high on Tuesday, anchored above the $3,000/oz mark, as rising Middle East tensions and trade uncertainties due to U.S. President Donald Trump's tariff plans fueled demand for the safe-haven asset.
Spot gold hit a peak of $3,038.26 per ounce and by 12:00 p.m. ET (1600 GMT) was up 1% at $3,031.22 an ounce. Prices climbed above $3,000 for the first time on March 14.
Bullion, which had a stellar run last year, has maintained its momentum this year as well, gaining over 15% year-to-date and hitting record highs 14 times.
"The escalation in the Middle East tensions – as Israel launched military strikes on Hamas targets in Gaza, which threatens to undermine the ceasefire – has injected a new bid into gold," said Nicky Shiels, head of metals strategy at MKS PAMP SA.
Israeli airstrikes killed more than 400 people in Gaza, threatening a two-month ceasefire.
Meanwhile, Donald Trump has floated a series of U.S. tariff plans, including a flat 25% duty on steel and aluminum that came into effect in February, as well as reciprocal and sectoral tariffs that he said will be imposed on April 2.
Gold is traditionally regarded as a safe-haven investment during periods of economic or geopolitical instability. READ MORE
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3.17.25 - Gold Eyes $3,300 Price Target Next
Gold last traded at $3,001 an ounce. Silver at $33.83 an ounce.
EDITOR'S NOTE: Banks are staying bullish on gold, as demand from central banks and concerned investors continues to grow. Analysts from several major financial houses have forecast price increases from $3,100 an ounce, to over $4,000. As market turmoil roils on, both here and abroad, expect the gold bull to continue its charge.
Gold Eyes $3,300 Price Target Next -Watcher.Guru
by Vinod Dsouza
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| {Watcher.Guru} |
Leading investment bank Goldman Sachs has revised its price prediction for gold in 2025. It was among the first ones to predict last year that the precious metal could reach $3,000 during the first half of 2025. However, the global bank now predicts that gold prices could touch $3,300 this year. That’s another 10% from its ATH and an overall surge in value of approximately 25% year-to-date.
The increasing demand for gold from retail investors, institutional funds, and central banks will drive the price higher. Since the stock market is on a slippery slope due to tariffs, gold is seen as a safe haven. “The increased forecast is underpinned by higher-than-expected demand for gold from central banks, which have been increasing their reserves of the commodity since the freezing of Russian central bank assets in 2022, following Russia’s invasion of Ukraine,” the investment bank wrote.
“Those factors may be somewhat offset by speculators reducing their net long positions on gold in futures markets, which is projected by Goldman Sachs Research to weigh on the gold price somewhat. Net long positions are currently very high as concerns of sustained tariffs from the Trump administration drive investors towards safe-haven assets including gold. This scenario would drive the gold price as high as $3,300 per troy ounce by the end of 2025,” Thomas wrote in the report. READ MORE
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3.14.25 - Gundlach: Gold’s going to reach $4,000
Gold last traded at $2,987 an ounce. Silver at $33.79 an ounce.
EDITOR'S NOTE: Yesterday, Bloomberg reported that Macquarie Group was suggesting gold would hit the $3,500 mark soon. Today, MarketWatch reports that Jeffrey Gundlach sees it going to $4,000 an ounce. Either forecast represents some tremendous gains for those holding the yellow metal. If you don't already own gold, don't wait another minute. Put tangible protection and profit potential into your portfolio today.
Gold’s going to reach $4,000, says Gundlach. He also puts recession probability at 60%. -MarketWatch
by Steve Goldstein
The so-called bond king has been a gold bull for a while, and he says the yellow metal will get to $4,000.
“Gold continues its bull market that we’ve been talking about really now for a couple of years ever since gold was down to $1,800,” DoubleLine Chief Executive and Chief Investment Officer Jeffrey Gundlach told investors on a call he hosted that was held this week, but before gold futures reached the $3,000 per ounce milestone for the first time.
“I’d be so bold to say I think gold will make it to $4,000. I’m not sure that’ll happen this year, but I feel like that’s the measured move anticipated by the long consolidation at around $1,800 on gold,” he said.
Gundlach said central-bank purchases of gold have increased at a “very sharp, steep trajectory. And I don’t expect this to stop.”
“I think that that’s in recognition of gold as a storehouse of value that’s more outside of the financial system, which seems to be in a state of flux at this point in time,” he added.
Gundlach said he also hasn’t been surprised that European stocks are starting to outperform the U.S. now that there’s a downtrend in the dollar. DoubleLine first started investing in Europe around 2021. “So if you bought Europe versus the United States in 2021, it was painful for a couple of years from 2023 to 2025, but now it’s got a lot of momentum,” he said.
He said the “Magnificent Seven” stocks were viewed to be invulnerable but now it’s clear they are.
“Every sector is always vulnerable and we’re starting to obviously see that,” he said. READ MORE
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3.13.25 - Gold could reach new $3,500 high, but when?
Gold last traded at $2,983 an ounce. Silver at $33.81 an ounce.
EDITOR'S NOTE: There have been many lofty predictions on gold's performance over the last few years - and most have proven to be spot on - as gold has been one of the best performing asset classes during that time. This latest forecast from Macquarie Group is calling for $3,500 an ounce gold and it could be as soon as Q3 this year.
Gold could reach new $3,500 high, but when? -Bloomberg
by Yihui Xie
Gold’s burgeoning safe-haven allure may see it surge to a record high of $3,500 an ounce during the third quarter, according to Macquarie Group analysts.
Bullion could average $3,150 an ounce over that period, analysts led by Marcus Garvey said in a note. The precious metal — which was trading around $2,940 an ounce on Thursday — will get further support from concerns about a potentially growing US deficit, they said.
Bullion has risen by 12% this year, driven by uncertainties around geopolitics and US President Donald Trump’s tariff policies. A worsening US budget outlook is signaling inflation could increase, which would benefit gold as a hedge, according to Macquarie.
“We view gold’s price strength to date, and our expectation for it to continue, as primarily being driven by investors’ and official institutions’ greater willingness to pay for its lack of credit or counterparty risk,” the analysts said.
There is “ample scope” for bullion-backed exchange-traded funds to increase holdings, they said. Gold will also find additional support from the physical market — jewelry, bars, coins and technology — which has held up despite elevated prices, they added.
Last month, Goldman Sachs Group Inc. raised its year-end gold target to $3,100 an ounce, while Citigroup Inc. said earlier in February that it expected prices to hit $3,000 an ounce within three months. READ MORE
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