⛏ Gold’s Role as the Ultimate Liquidity Sponge

The Silent Pact: Gold’s Role as the Ultimate Liquidity Sponge
In 2025, there’s no shortage of explanations for gold’s monumental rise — from ballooning sovereign debt and relentless central bank buying, to mounting fears of currency debasement and a slow but steady drift away from U.S. hegemony. Yet, over the past five months, many of those flashpoints have — for now, at least — begun to fade. Inflation has cooled. Trade tensions have eased. Even the geopolitical hotspots that dominated headlines earlier in the year have gone quiet in recent weeks. And still, gold keeps climbing… Read on »

Jamie Dimon Says Gold Can "Easily Go To $5,000 Or $10,000"
“I’m not a gold buyer — it costs 4% to own it,” Dimon said Tuesday at Fortune’s Most Powerful Women conference in Washington, referring to storage costs for billionaires who have to store several hundreds gold bars worth billions, and clearly not referring to 99% of actual gold buyers who own a little gold at home and which costs them 0% to own it. That said, Dimon admitted that gold “could easily go to $5,000, $10,000 in environments like this. This is one of the few times in my life it’s semi-rational to have some in your portfolio.” Read on »

Gold extends record run past $4,200 on rate-cut hopes, safe-haven fervor
Gold prices breached $4,200 per ounce for the first time on Wednesday, extending a record rally as rising interest rate cut bets and geopolitical jitters send investors flocking to the safe-haven metal. Spot gold rose 1.3% to $4,193.39 per ounce after hitting an all-time high of $4,217.95 earlier. U.S. gold futures for December delivery gained 1% to $4,203.7. Read on »