5.28.25 - Police Warn Against New Bank Fraud Scheme
Gold last traded at $3,287 an ounce. Silver at $32.97 an ounce.
De-Dollarization: 9 Global Alliances Abandon US Dollar -Watcher Guru
The list of nations opting out of the US dollar continues to grow. These countries are looking for a more stable alternative and to bolster their own currency.
by Loredana Harsana
Global alliances pushing de-dollarization are accelerating their departure from American monetary hegemony, and at the time of writing, nine major economic blocs are actively reducing their reliance on the greenback. This unprecedented shift represents the most serious challenge to US financial dominance since World War II. Major partnerships pursuing BRICS de-dollarization initiatives, combined with currency blocs emerging across Asia, Africa, Europe, and Latin America, signal a fundamental restructuring using US dollar alternatives and local currency settlements.
Brazil, Russia, India, China, South Africa, Iran, Egypt, Ethiopia, and the UAE, now part of the broader BRICS+ group, have joined in taking action against the influence of the dollar. Here, Iran’s central bank governor, Mohammad Reza Farzin said:
“We (BRICS members Iran and Russia) have entered into a currency agreement with Russia and fully removed the US dollar. Now we only trade in rubles and rials.”
Almost half of all global transactions now take place in yuan, reflecting the choice to use US dollar substitutes. READ MORE
'Your Bank Account Is Under Attack' – Police Warn Against New Bank Fraud Scheme Targeting Seniors by Stealing Cards and Draining Accounts -The Daily Hodl
Bank fraud has become so prevalent that the police are now at the forefront of warning people to be cautious; but isn't that the banks' job?
A new bank fraud scam has been targeting senior citizens on Long Island.
At a press conference last week, Suffolk County Executive Ed Romaine warned that a ring of con artists has been calling seniors and impersonating their banks.
The fraudsters tell the seniors, “Your bank account is under attack,” and their credit and debit cards don’t work anymore. The con artists then offer to pick the cards up from the victims and deceptively convince them to disclose their PINs, Romaine explained.
“And guess what? Then they go to the ATM machine and steal their money. And this happened to a number of seniors.”
The Suffolk County Police Department encourages people not to answer unknown calls.
“Scammers can spoof a number to make it look like a legitimate company is calling. If they start asking for money or making demands, hang up and call the company directly. READ MORE
$65,000,000,000 Pension Fund Issues Warning to US Money Managers, Says Industry Abandoning 'Basic Principles of Stewardship': Report -The Daily Hodl
Pension funds are supposed to be safe, with steady growth and a stable future. Apparently those days may be behind us as pension fund managers have become a little more aggressive, and even reckless in some cases.
The $65 billion Dutch pension fund PME is reportedly warning US money managers not to abandon their “basic principles of stewardship” during the Trump era.
According to a new Bloomberg report, PME says US money managers are allegedly risking significant business by “caving into pressures” from President Donald Trump’s administration by abandoning basic principles of responsible investing.
Says Daan Spaargaren, PME’s senior strategist for responsible investing,
“[US money managers] aren’t condemning what Trump is doing and how he is operating and how he is handling issues like climate change and demolishing the judiciary. We are worried about that.”
The PME warns America’s investment industry that a Trump capitulation is prompting it to think twice about its US investments.
The PME is reconsidering its $5.7 billion mandate with BlackRock Inc., after the world’s largest asset manager withdrew from the Net Zero Asset Managers (NZAM) initiative. A decision from PME is expected within weeks. READ MORE
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5.27.25 - Gold Challenges US Dollar
Gold last traded at $3,304 an ounce. Silver at $33.27 an ounce.
EDITOR'S NOTE: Gold is quickly taking over as the cornerstone of assets throughout the global economy. As the dollar continues to be replaced as the world's reserve currency, many nations are replacing those positions with gold. As investors, we should all be doing the same.
Gold Challenges US Dollar: These 5 Countries Control Over Half of Global Reserves -Watcher Guru
by Loredana Harsana
Five nations control over half of the world’s official gold reserves in 2025, and this concentration is reshaping global finance right now. The United States leads with 8,133.5 metric tons, followed by Germany with 3,351.5 tons, Italy with 2,451.8 tons, France with 2,437.0 tons, and Russia with 2,335.9 tons.
In total, these nations together own roughly 18,706.2 metric tons out of the current estimated total reserves of 35,938.6. Central banks purchased more than 1,000 metric tons in 2024, and this excessive buying is spurring the trend away from the dollar.
The landscape today looks different because of the massive amount of assets that central banks worldwide have purchased. Poland purchased a record amount of 3.24% of the world’s gold in 2024 and this huge rise moved Poland up into the ranks of significant gold buyers.
Turkey managed to accumulate 74.79 metric tons last week, after facing strong selling pressure earlier due to currency crises. India added 72.62 metric tons this month and China maintained the regular accumulation it started in late 2022. READ MORE
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5.23.25 - 1.2b social media users' data stolen
Gold last traded at $3,357 an ounce. Silver at $33.50 an ounce.
EDITOR'S NOTE: It's unsettling when tech behemoths, who should be able to keep data secure, have a massive data breach. If this breach is verified, it would be the largest data-scraping incident to date. Only time will tell if this hacker got away with the goods; but in the meantime, officials are warning users to change their password, freeze their credit and place fraud alerts on their banking accounts.
1.2b social media users' data stolen in historic breach: Check your bank account NOW -Daily Mail
by Chris Malore
Over a billion Facebook users have had their private account information stolen in one of the largest data breaches in social media history.
A cybercriminal using the alias ByteBreaker claims to have scraped 1.2 billion Facebook records and is now selling the data on the dark web.
Scraping, or web scraping, involves using automated tools to collect large amounts of data from websites, similar to copying and pasting information at scale.
Cybersecurity researchers at Cybernews revealed that the stolen data includes names, user IDs, email addresses, phone numbers, birthdates, gender information, and location data such as city, state, and country.
Investigators say ByteBreaker exploited a flaw in a specific Facebook tool designed to let apps or programs access user data.
If verified, ByteBreaker’s trove would represent the largest single data-scraping incident from a social media platform to date.
Officials are urging all Facebook users to change their passwords, freeze their credit, and activate fraud alerts on their bank accounts.
They warn that the dataset scraped by ByteBreaker contains enough information for cybercriminals to open credit cards in victims’ names or access their financial accounts. READ MORE
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5.22.25 - 20 Reasons Why Nations Are Abandoning The US Dollar
Gold last traded at $3,293 an ounce. Silver at $33.10 an ounce.
EDITOR'S NOTE: This is a simple explanation as to why the US dollar is in desperate trouble. The amount of pressure it's under is not only enormous, but the list of where those pressures are coming from is quite enormous as well.
De-Dollarization: 20 Reasons Why Nations Are Abandoning The US Dollar -Watcher Guru
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| {Source: Watcher Guru} |
by Juhi Mirza
De-dollarization has now become a raging phenomenon, the one that vehemently pushes the US dollar to encounter new lows. The phenomenon is now being aggressively considered by a majority of global nations, who are trying their best to put their currency forward or introduce new payment mechanisms to counter dollar supremacy. It seems as if the currency dynamics are also evolving rapidly, with accommodation elements supporting the US dollar's demise. With Trump's rampant US tariff policies coupled with the dollar’s increased weaponization, here are the 20 leading reasons why nations are now pushing the dollar to a corner.
The leading reason that kick-started the de-dollarization phenomenon would always be the US dollar's dominance and its ability to sanction other nations. At the same time, nations are now desiring a change, wishing for reduced influence of the dollar on their economy.
The rising geopolitical chaos tied with the United States' swift policy changes is also leading countries to dump the USD. The constant weaponization of the dollar, alongside nations wanting to have more financial stability, are a few prominent reasons to support this air of change. READ MORE
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5.21.25 - 5 Countries Pay 93% of Trade in National Currencies
Gold last traded at $3,317 an ounce. Silver at $33.45 an ounce.
Congress To Seize Control Of AI: States Stripped Of Regulatory Power -ZeroHedge
AI has been stealing headlines for quite some time now, but today it's for a different reason. Congress has just passed legislation that takes all regulatory control away from states, and hands it over to the federal government.
Via JonFleetwood.substack.com
Buried deep in Congress’s 1,116-page “One Big Beautiful Bill Act” is a provision so sweeping, so dystopian, and so underreported that it’s hard to believe it was passed at all.
Section 43201 of the bill, blandly titled the “Artificial Intelligence and Information Technology Modernization Initiative,” doesn’t just fund the federal government’s full-scale AI expansion—it removes every state’s right to regulate artificial intelligence for the next decade.
Let that sink in: For the next ten years, no state in America—not even your state—will be allowed to create its own safeguards, protections, or liability standards for how AI is developed or deployed.
“No State or political subdivision thereof may enforce any law or regulation regulating artificial intelligence models… during the 10-year period beginning on the date of the enactment of this Act.”
- Sec. 43201(c)(1) of the bill
This is not a theoretical threat.
It’s a federal ban on local AI regulation—handing the reins to the very bureaucrats and corporate tech giants already embedding AI into military systems, healthcare, financial markets, education, and law enforcement.
This section of the bill is a preemptive strike against state sovereignty. READ MORE
BRICS: 5 Countries Pay 93% of Trade in National Currencies -Watcher Guru
De-dollarization is happening rapidly. Five BRICS nations now do 93% of their commerce in their own currencies. Not only are the number of nations transacting outside the dollar growing, but the number of nations jumping on board as well.
by Vinod Dsouza
BRICS member Russia is advancing the de-dollarization agenda with every alliance it is a part of, and convincing them to settle trade payments in national currencies. In the latest, Russia confirmed that 93% of cross-border payments within the Eurasian Economic Union (EAEU) alliance have been settled in national currencies, not the US dollar.
After BRICS, every other alliance is teaming up for trade settlements in national currencies. The development will add strain on the US dollar and dampen its prospects as the world’s reserve currency. Emerging economies are reshaping the global financial order on their terms and not following the dictation of Western powers.
The EAEU alliance comprises five countries: Russia, Armenia, Belarus, Kazakhstan, and Kyrgyzstan. In 2015, the bloc announced that it used 70% of payments in national currencies. Now, 10 years down the line in 2025, the trade settlements have increased to 93%. Russia has used the BRICS ideology on the EAEU alliance to push national currencies ahead of the US dollar. READ MORE
Bank of America Branch Closures Now Surge This Year -Frank Nez
Major banks are majorly shrinking, as it relates to branches throughout the country. Some of it has to do with technology replacing the need for locations, and part of it is banks struggling to stay profitable. It all speaks to the rapidly changing financial world we are living in today.
Bank of America branch closures now surge this year as the giant and others prepare for more shutters in the upcoming weeks alone.
Major banks like Bank of America, Chase, and Wells Fargo are at the forefront of a significant wave of branch closures, totaling 42 in just a few weeks — a trend that resembles a financial crisis for local communities.
The sector is facing substantial losses, resulting in diminished banking services for many areas.
According to the Daily Mail, U.S. banks have filed plans to shut down these branches, with notifications to the Office of the Comptroller of the Currency (OCC) occurring between April 1 and April 26.
A total of 14 banks are involved in these closures. READ MORE
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5.20.25 - US Dollar Dethroned
Gold last traded at $3,290 an ounce. Silver at $33.10 an ounce.
EDITOR'S NOTE: The dethroning of the US dollar has been an ongoing discussion for years, but it has now gone from discussion to "measurable reality". Will this be a temporary beating for the dollar? Or will the global shift away from US assets become the new normal?
US Dollar Dethroned: Only 60% Global Reserves Still Bet on Its Reign -Watcher Guru
by Loredana Harsana
The US dollar dethroned from its long-held position as the world’s undisputed reserve currency is now a measurable reality. Recent data shows that the dollar’s share of global reserves has declined to approximately 60%, down from about 67% two decades ago. This gradual but persistent shift signals a significant transformation in global finance as central banks are increasingly diversifying their holdings away from the greenback. The ongoing de-dollarization trend represents, at the time of writing, one of the most consequential changes in the international monetary system in decades.
The dollar’s position in global reserves has eroded steadily over the past 20 years. This shift reflects a deliberate diversification strategy by central banks worldwide as they seek to reduce dependency on any single currency and also to protect themselves from potential geopolitical risks.
Ever since the introduction of the euro in 1999, central banks have actively reduced their dollar reserves. The British pound and Canadian dollar have slightly increased their share of global reserves as well. Recent disputes and conflicts in world trade have moved the world toward rejecting US dollar dominance.
Economically stressed nations and countries that desire greater freedom with their money, have mused about discontinuing using the US dollar as their main currency for trade. At the moment, “de-dollarization” is a major topic of discussion in financial markets. READ MORE
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5.19.25 - Gold Gains Following Moody's US Downgrade
Gold last traded at $3,230 an ounce. Silver at $32.36 an ounce.
EDITOR'S NOTE: The US government was delivered quite a blow, as Moody's has downgraded their debt rating. This is no surprise to anyone, and the concern remains that one of these financial straws may ultimately break the camel's back.
Gold Gains as Dollar Slides Following Moody's US Downgrade -Yahoo! Finance
(Bloomberg) -- Gold rose as the dollar tumbled after Moody’s Ratings stripped the US of its last top credit rating due to ballooning debt and deficits.
Moody’s blamed successive administrations and Congress for swelling budget deficits that it said show little sign of abating. And there’s concern the situation could get worse, with Republican lawmakers discussing a tax and spending package from US President Donald Trump that critics say would add trillions more to the federal debt over the coming decade.
The precious metal has experienced swings in recent months. It suffered the biggest weekly loss since November last week on easing geopolitical tensions, after a blistering rally that saw it climb above $3,500 an ounce for the first time last month. Gold is still up by more than one-fifth this year, driven by global conflicts, Trump’s tariff spree and inflows to exchange-traded funds.
“We expect gold to be volatile in the short term as we see a mix of good and bad news headlines,” said Vasu Menon, managing director of investment strategy at Oversea-Chinese Banking Corp. In the long run, Trump’s policies and diversification away from dollar-denominated assets are “structural tailwinds for gold that could see it scaling new heights in the coming years,” he said. READ MORE
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5.16.25 - Why is the Fed quietly buying billions in bonds
Gold last traded at $3,201 an ounce. Silver at $32.28 an ounce.
EDITOR'S NOTE: The Fed appears to be up to some shenanigans, yet again. They are trying to sneak in some quantitative easing, and hoping no one notices; but the jig is up.
Opinion: Why is the Fed quietly buying billions in bonds — and hoping nobody notices?
by Charlie Garcia
The U.S. Federal Reserve just pulled off something stealthy — over four days last week, without fanfare, the Fed vacuumed up $43.6 billion in U.S. Treasurys. That’s $8.8 billion in long-dated 30-year bonds on May 8 alone, plus another $34.8 billion earlier in the week. Not exactly small change.
Quietly returning to the quantitative-easing trough isn’t standard Fed housekeeping — it’s like a bank robber returning to the scene because he forgot his car keys.
Let’s talk straight: This isn’t tightening. It’s stealth easing. It’s monetary policy on tiptoes. Some traders have begun to notice, and smart investors should too.
Commodity traders, in particular, have a nose for monetary sleight-of-hand. Gold, the ultimate financial cynic’s metal, has risen sharply since early 2024. Gold doesn’t believe in politicians, central bankers or economists — even the Ivy League types who wave their hands and promise stability. It believes numbers.
But this isn’t just a U.S. game. China has jumped into the gold pit too, and brings a bigger shovel. China’s central bank just cranked open the vault doors by dramatically raising gold-import quotas, letting local banks swap U.S. dollars directly for bullion.
That’s China quietly telling Uncle Sam that holding all those U.S. Treasurys is starting to feel less like prudent investing and more like playing roulette with the house on fire.
Think about it. Even if China converts into gold a modest 10% of the $784 billion Treasury stash it held as of February, it would send tremors through global markets. READ MORE
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5.15.25 - BRICS Erodes Trust in the US Dollar
Gold last traded at $3,230 an ounce. Silver at $32.56 an ounce.
EDITOR'S NOTE: BRICS is eroding the US dollar. That erosion is spreading beyond BRICS nations to non-participating nations; along with corporations who no longer want to settle transactions in dollars. I'm not sure how much more pressure the dollar can take before something gives.
BRICS Erodes Trust in the US Dollar -Watcher Guru
by Vinod Dsouza
The BRICS alliance is making developing countries trust local currencies more than the US dollar. The initiative of the White House to levy sanctions on Russia in 2022 obliged emerging economies to protect their GDP. The move prompted the bloc to give the de-dollarization a serious thought because the White House was in a position to bring down their economy. Trade power of the emerging economies are more in comparison with the west combined.
The US dollar, which was a rock-solid currency for global payments, is seeing its roots being shaken by BRICS. The alliance of the developing countries is now serious in pushing the local currencies forward and developing their native economy. They were in the greenback’s clutches for so many decades and are now trying to clip its wings. The local currencies can rise in the markets while the American dollar goes down within the next few years.
The US dollar’s supremacy stood on trust for several decades, and the belief in the currency is now eroding. As developing nations realized that the White House is weaponizing the US dollar for its benefit, things began to fall apart. The main goal of BRICS is now to topple the US dollar and push local currencies ahead for trade. READ MORE
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5.14.25 - Should Investors Worry About The Future Of Gold?
Gold last traded at $3,181 an ounce. Silver at $32.24 an ounce.
BRICS: JP Morgan Predicts 20% Decline in the US Dollar -Watcher Guru
A 20% decline in the US dollar won't be good, but given the pressure it's been recently, I am surprised the forecast isn't worse. When any market drops that much, there is a risk of a panic causing an even more severe decline.
by Vinod Dsouza
Leading investment bank JP Morgan is closely monitoring the de-dollarization initiative kick-started by BRICS to topple the US dollar. After Trump’s ascension to the White House, the DXY index has fallen to a new low of 98 this year. Local currencies are racing ahead in the forex markets while the greenback is reeling under macroeconomic pressures. An influx of forex traders taking entry positions in local currencies is increasing for the first time in decades.
Political instability and the relentless de-dollarization pursuit of BRICS can trim the US dollar’s market share, says JP Morgan. The leading global bank wrote in its latest research piece that the US dollar could decline by another 10% to 20%. The DXY index is hovering around the 101 mark on Tuesday and is attracting bearish sentiments.
A decline of 10% in the US dollar’s DXY index could make it plummet to the 90 range. If the 20% dip forecast turns accurate, then the US dollar could plunge to a low of 80, which is worrisome to the economy. BRICS is adding more pressure on the US dollar’s prospects that could make things worse for the currency, wrote JP Morgan.
“The dollar’s longstanding overvaluation is beginning to unwind, which could result in a 10%–20% decline against major peers such as the euro and Japanese yen over the medium-term. We don’t see this as a breakdown in the dollar, but it is a reset,” wrote JP Morgan on the US currency amid the BRICS onslaught. READ MORE
Should Investors Worry About The Future Of Gold? -Investing Haven
In our modern world, some question the wisdom of investing in an asset as ancient as gold; however its history as a solid investment over millennia counters their arguments. The factors that have contributed to its performance over time are now more prevalent than ever.
Gold has long been the go-to safe haven during economic turmoil—but with rising interest in Bitcoin, booming stock markets, and shifting global power dynamics, is gold losing its shine?
For more than a century, gold has stood the test of time as the best hedge against inflation, economic uncertainty, and currency collapse. Over the last 10 years, however, new and more lucrative assets like Bitcoin and stocks like Tesla have stolen its spotlight.
In light of these, investors are questioning gold’s appeal as an investment of the future. To understand whether Gold is still worth buying today, we need to look at its past and expected future price action.
Gold’s greatest feature has been its resilience. Over last century, the yellow metal has survived some of the most devastating news – from world wars to global recessions.
It also survived a period of extended economic boom when stock markets and interest rates soared to new heights. These include during the shift to Brenton woods system in 1970 and during the stock market boom in 2000.
The proven resilience has most analysts convinced that gold will continue surviving even the highest interest rates. READ MORE
US Dollar To Fall Significantly Against Chinese Yuan Amid Trade Negotiations, According to Goldman Sachs: Report -The Daily Hodl
It seems that the tariff war has settled down recently, and yet not enough to offer any strengthening of the US dollar; especially in comparison to what some believe is an undervalued Yuan.
Analysts at the financial giant Goldman Sachs reportedly think the onshore Chinese yuan (CNY) will rise against the dollar over the next 12 months.
One US dollar is currently worth 7.2 CNY (USD/CNY), but Goldman forecasts that number will fall to 7.0 yuan per dollar over the next year, Bloomberg reports.
A falling USD/CNY chart indicates that the yuan is appreciating against the dollar.
Explain the investment bank’s analysts, “The undervalued levels of the currency, both on a real trade-weighted basis but especially versus the dollar, all point to the possibility for a stronger onshore yuan as a potential offset to tariff reductions.”
The analysts had previously predicted the yuan would be at the 7.35 level over 12 months.
The CNY is up 1.24% against the USD in the past month and 0.31% in the past five days.
Analysts at BNP Paribas Asset Management echo Goldman and also predict the CNY will surge in value against the USD, according to Bloomberg.
Rick Cheung, a fixed income portfolio manager at BNP, tells the news outlet that the yuan will have additional upside if the dollar continues to depreciate. READ MORE
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5.13.25 - Robert Kiyosaki Says Silver Will Surge To $100
Gold last traded at $3,254 an ounce. Silver at $32.93 an ounce.
EDITOR'S NOTE: Gold and silver continue to shine, as institutions and investors alike seek financial refuge. Robert Kiyosaki believes silver may shine the most in the coming months. Read on to see why.
Robert Kiyosaki Says Silver Will Surge To $100 -Frank Nez
Renowned financial guru and author of Rich Dad Poor Dad, Robert Kiyosaki, has long been a vocal advocate for investing in tangible assets like gold, silver, and Bitcoin as hedges against inflation and economic instability.
In a recent YouTube Shorts video, Kiyosaki boldly predicted that silver, often overshadowed by its more glamorous counterpart gold, is poised for a dramatic price surge to $100 per ounce.
This forecast aligns with his broader narrative of an impending economic collapse driven by government debt, inflation, and the devaluation of fiat currencies.
As retail investors increasingly rally behind silver, they are also raising alarms about the alleged suppression of silver prices by major banks, a practice they claim stifles their ability to maximize profits in the commodities market.
Today we are going over Kiyosaki’s bullish outlook on silver, other optimistic price predictions, the growing awareness of price suppression, and the urgent need for investors to continue exposing this perceived injustice. READ MORE
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5.12.25 - JP Morgan Predicts $6000 Gold Price
Gold last traded at $3,234 an ounce. Silver at $32.60 an ounce.
EDITOR'S NOTE: JP Morgan is suggesting gold prices could reach $6,000 an ounce, if the current trend of dumping US assets continues. It's not all that farfetched given gold's performance over the last few years, coupled with our continued economic spiral.
JP Morgan Predicts $6000 Gold Price If This Key US Asset Shifts Unfolds -Watcher Guru
by Juhi Mirza
Analysts at JP Morgan have once again delivered a surprising price prediction for gold. The leading financial players have shared how gold has the power to hit $6000 in the long run, provided a key shift in the US assets takes place.
Analysts at JP Morgan, a leading financial giant in the space, have predicted new price thresholds for gold. Per the analysts, gold has the power to soar 80% in value, moving to the $6000 price level if 0.5% of US Assets held by foreign investors are allocated towards the precious yellow metal. In a detailed note issued, JP Morgan analysts predicted a hypothetical scenario, a threshold where gold could surge as high as $6000 if foreign investor diversification shifts meticulously towards the yellow asset.
“While hypothetical, this scenario illustrates why we remain structurally bullish on gold and think prices have further to run,” analysts wrote.
Gold has seen new meteoric price surges at a rapid pace as geopolitical turmoil continues to deepen. With the Russia-Ukraine war, followed by Trump’s aggressive trade orders, gold has been noting significant price changes, gaining traction within the global forces at a rapid speed. These violent trends of investor sentiment shifting away from US tariffs are what primarily are fueling the metal price rallies. READ MORE
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5.9.25 - The World Is Ditching The US Dollar For These 3 Currencies
Gold last traded at $3,326 an ounce. Silver at $32.73 an ounce.
EDITOR'S NOTE: Not only is the dollar fighting against the efforts of BRICS, it is also quickly being replaced with other currencies as concerns continue to mount over its future.
De-Dollarization: The World Is Ditching The US Dollar For These 3 Currencies -Watcher Guru
by Juhi Mirza
The currency dynamics are changing at a rapid pace, with calls to dump the US dollar gaining widespread momentum. In other words, the world is now filled with calls for de-dollarization, with nations questioning the US dollar’s legitimacy as a reserve currency asset that has been highly weaponized in recent times. The matters have now been worsened due to Trump’s aggressive tariff regimes, compelling the world to find viable alternatives to the dollar. This quest to find a competitive US dollar replacement is leading nations to ditch the USD and find refuge in emerging new currencies that are defining the current financial landscape of the world.
The US dollar has remained the world’s leading currency, a reserve asset, for decades. This crown is now being sabotaged by active calls for de-dollarization, spurred primarily as trade war tensions gnawing at the dollar, due to Trump’s aggressive tariff policies. Trump’s tariff ordeal has led other nations to adopt a cautious stance, wounding the dollar heavily in the process.
Financial giants like Deutsche Bank and Goldman Sachs have already predicted a declining USD performance for the future, adding how the US dollar is bound for further decay and value erosion.
“The market is rapidly de-dollarizing. It is remarkable that international dollar funding markets and cross-currency basis remain well-behaved. In a typical crisis environment. The market would be hoarding dollar liquidity to secure funding for its underlying US asset base. This dollar imbalance is what ultimately results in the triggering of the Fed swap lines. Dynamics here seem to be very different: the market has lost faith in US assets. So that instead of closing the asset-liability mismatch by hoarding dollar liquidity. It is actively selling down the US assets themselves.” Deutsche Bank shared. READ MORE
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5.8.25 - 'Avalanche' of Selling Could Hit US Dollar
Gold last traded at $3,306 an ounce. Silver at $32.46 an ounce.
EDITOR'S NOTE: How serious are these trade wars? In a word, very. It is being predicted that $2.5 trillion worth of US assets could soon be crashing back on our shores. This "avalanche" of US assets could very well bring the type of destruction associated with that word.
Analysts Say $2,500,000,000,000 ‘Avalanche’ of Selling Could Hit US Dollar, Warn Trade Wars Threatening Greenback’s Appeal: Report -The Daily Hodl
The US dollar could suffer a major sell-off by Asian investors and exporters triggered by trade tensions, according to a pair of macroeconomic and currency strategists.
Eurizon SLJ Capital’s analysts Stephen Jen and Joana Freireat say in a new investment note that Asian investors have accumulated a massive pile of USD that could be ditched en masse if trade wars intensify and the dollar weakens, reports Bloomberg.
According to the analysts, if the US-driven trade conflict grows, a significant number of Asian investors could bring substantial capital back home or seek to bolster their defenses against a declining USD.
That, they warn, could leave the dollar facing a $2.5 trillion “avalanche” of selling.
“We suspect these dollar hoardings by Asian exporters and institutional investors may be extremely large – possibly on the order of $2.5 trillion or so – and pose sharp downside risks to the dollar vis-à-vis these Asian currencies.”
Bloomberg says its dollar gauge has dropped about 8% from a February high. Meanwhile, Asian currencies have strengthened versus the greenback in the past month. READ MORE
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5.7.25 - Is the 'biggest market crash' in history happening?
Gold last traded at $3,369 an ounce. Silver at $32.42 an ounce.
Is Silver A Good Investment Right Now? -Investing Haven
If you didn't have enough reasons to be buying silver already, here are few more. Several analysts are expecting to see some explosive gains in silver in the very near future.
Silver is playing catch-up to gold in the precious metal bull market, with 6% year-to-date gains. But that’s not the only reason to buy Silver right now.
Over the last 16 months, Silver prices have been on a sustained uptrend. And it has culminated with a climb back above $30, after the precious metal reached the current peak of $34.4, for the first time in 13 years.
At the time of writing, Silver has already been up by 7% in the last four months and by as much as 19% in the past year.
The spirited gains have rekindled the debate of whether Silver can outshine gold and added to the reasons why precious metal investors should add the metal to their portfolio. READ MORE
Rich Dad Poor Dad author warns 'biggest market crash' in history is happening now -Yahoo! Finance
There has been no shortage of people predicting a stock market crash. According to Robert Kiyosaki, it's crashing right now. He believes this will be the biggest market crash in history. Could he be correct?
by Mehab Qureshi
Robert Kiyosaki, the outspoken author of Rich Dad Poor Dad — has issued yet another urgent warning: “The biggest market crash in history is now happening now.”
In a post shared on X, Kiyosaki didn’t hold back. “I hope I am wrong… but as I forecasted… the biggest market crashes in stocks, bonds, and real estate… are about to happen in the very very near future.”
The bestselling financial author first predicted a catastrophic collapse in his 2002 book Rich Dad’s Prophecy. Now, with volatility rising, he believes that warning is playing out in real time.
Kiyosaki’s solution? He’s been steadily investing in what he calls real assets: “This is why I have been investing in gold, silver, and Bitcoin.”
He predicts silver, currently trading at around $35, could “explode 2X in price” and hit $70 by 2026.
Kiyosaki said he expects the Federal Reserve and the U.S. Treasury to turn to their old playbook when the crash deepens — printing more money. And that, he says, could be disastrous for the average American. READ MORE
BRICS: Only 33% of Trade Settled in US Dollars -Watcher Guru
It's no secret that the US dollar is under attack, specifically from BRICS nations who have embarked on a de-dollarization campaign. How effective have their efforts been?
by Vinod Dsouza
Russia’s Foreign Minister Sergey Lavrov confirmed that BRICS members have settled 67% of trade in local currencies, and only 33% of deals were paid in US dollars. The significant difference highlights the seriousness of the de-dollarization agenda, and the motive to topple the greenback is succeeding.
Read here to know how many sectors in the US will be affected if BRICS ditches the dollar for trade. “National currencies already account for more than 65% within the framework of trade among BRICS members, said Lavrov. “The dollar’s share declined to one-third against such a background,” he revealed to Tass.
BRICS members have overall settled cross-border transactions close to 67% for goods and commerce, while the payments in the US dollar account for just 33%. De-dollarization is a serious concern, and the White House brushing it under the carpet will only do harm in the long run.
Developing countries are now more powerful than before, with a robust and growing GDP. They’re also equipped with manufacturing, leverage Brent Crude oil, and command a larger portion of the markets. In addition, their local currencies are also outperforming the US dollar, adding salt to the wound. The BRICS alliance is growing in power and could challenge the US dollar by the end of the next decade. READ MORE
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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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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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