⛏ Gold Scarcity Meets Surging Demand

Gold Scarcity Meets Surging Demand
As equity markets unravel and margin calls rise, gold’s safe-haven appeal is gaining attention. Western investors have underweighted gold, but ETF inflows are rising. Hathaway argues we’re only beginning to see capital rotate out of overpriced assets into precious metals, mining stocks, and monetary reserves. Read on »

Gold Holds, Bonds Buckle Hard
Gold has taken center stage as both equities and Treasuries stumble. The U.S. bond market shock forced a policy pivot from Trump and confirmed growing doubts about debt sustainability. As instability rises and the Fed’s pivot fades further into the distance, gold is showing it’s the only asset left standing. Read on »

U.S. Stocks Still Overpriced
Despite retail pessimism and historic volatility, U.S. stocks are still priced for fantasy. From the Buffett Indicator to Shiller CAPE, traditional signals point to a market with no margin for error. Caution is warranted—this is a time to prep your buy list, not hit “all in.” Read on »

• Gold Price Powers to Record Link>>

• BlackRock: Gold is a Better Bet than Treasurys Link>>

• Alabama Reaffirms Gold and Silver as Legal Tender Link>>

• Here’s why Gold is a Favorite Investment During Market Volatility Link>>

• UBS Forecasts Gold Rally to Extend into 2026 Link>>

• Tariffs, Truss Moments, and Making Volatility Your Friend Link>>