⛏ The Death of Paper Gold

The Foretold Death of Paper Gold
The longstanding era of institutions owning paper gold and side stepping ownership of physical bullion is over. Basel III rules, which reclassifies only unencumbered physical gold as Tier One assets, are pushing banks into a buying frenzy. With COMEX deliveries skyrocketing and central banks continuing massive acquisitions, the gold market is structurally shifting—while ETFs, futures, and derivatives are set to lose institutional relevance. Silver may be next as investors seek hard alternatives. Read on »

Safe-Haven Demand Sends Gold to All-Time Record High
Gold’s historic breakout underscores a rapid shift in global investor sentiment. As the U.S. dollar crumbles and trade tensions escalate, even banks like Goldman Sachs are turning more bullish, raising their forecast to $4,000 by mid-2026. The surge in demand is also evident in gold-backed ETF inflows and massive buying in China. Amid dollar debasement and central bank pressure, investors are turning to gold as the final safe-haven standing. Read on »

Gold Soars While Investors Are Still Absent
Even as gold breaks historical price barriers and miners join the ranks of top-performing stocks, retail investors are underexposed. Gold ETFs remain far from their highs, and investor allocations to mining stocks are near decade lows—despite 50%+ YTD gains. Read on »

• The Outlook for Gold Link>>

• Barrick to Sell Donlin Gold Stake for $1B Link>>

• This Surge in Gold Prices has Triggered the "Doomsday Wheel" Effect Link>>

• IMF Downgrades US Economy by Nearly a Full Percentage Point Link>>

• Gold Ratio Breakdown: What's the Downside Target for Stocks Link>>

• Gold Nudges $3500 – Are We in a Bubble? Link>>