Gold Hits $3,500 — Why Gold is Up 33% YTD and What’s Next?

Brandon Sauerwein, Editor Since 2000: Gold +1,088% Returns | SPY +478% Returns What we’re witnessing isn’t just a bull run — it’s a reawakening in precious metals. In just the past month, gold shattered the $3,000 milestone and briefly touched $3,500 an ounce early Tuesday morning — a historic surge that has stunned even veteran investors. But this move isn’t happening in isolation. A perfect storm is unfolding: escalating tariff tensions, ballooning global debt, surging central bank demand (especially from the East), and a growing global shift away from the U.S. dollar are rewriting the rules of gold. Traditional forces […]

Gold Retreats from Record High as Trump Eases Fed and China Tensions

Gold prices dropped 2.2% to $3,305.79 on Wednesday, backing away from the record high of $3,500.05 reached the previous day. This decline coincided with a shift in market sentiment after two key statements from President Trump: reassurance that he wouldn’t fire Fed Chair Powell despite recent criticism, and optimism about progress with China that could substantially lower tariffs. According to market analyst Phillip Streible, investors are rotating out of safe haven assets like gold and back into specific stocks. Despite this correction, which found support at $3,292, gold remains in a strong uptrend, having gained more than 26% since early […]

Foreign Treasury Selloff Accelerates as Trade Tensions Rise, Threatening U.S. Borrowing Costs

BNY data shows foreign investors are rapidly selling U.S. Treasury bonds in April 2025 amid President Trump’s escalating tariff disputes. John Velis, BNY’s Americas macro strategist, warns that Treasurys’ “haven status is increasingly in question,” with the week ending April 11 experiencing one of the largest selloffs in years. While the White House defends tariffs as tools to combat fentanyl trafficking, control immigration, and boost domestic manufacturing, the U.S. relies heavily on foreign buyers to finance its deficit. Foreign ownership of Treasury debt has fallen from 50% in 2008 to around 30% today. The selloff accelerated after Trump’s April 2 […]

Trump Pivots on Tariffs and Fed After CEO Warnings and Market Turbulence

President Trump moderated his stance on tariffs and the Federal Reserve after facing pressure from major retailers and witnessing market declines. CEOs from Walmart, Target, and Home Depot warned him that continued tariff policies could lead to empty shelves and price increases within two weeks. Following these warnings and a market slump, Trump softened his rhetoric, signaling potential trade talks with China that could reduce tariffs from 145%, and backing away from threats to fire Fed Chair Powell. While White House officials describe this as strategic negotiation rather than weakness, Trump faces declining economic approval ratings amid concerns about inflation, […]

Corporate Pessimism Hits Post-Financial Crisis Levels as Trade War Intensifies

According to Bank of America’s analysis of recent earnings calls, corporate executives are expressing unprecedented pessimism about economic conditions during recent earnings calls, reaching levels not seen since the 2009 financial crisis. Many companies are reducing their 2025 guidance due to uncertainty surrounding Donald Trump’s trade policies and tariffs. With the S&P 500 down nearly 15% from February’s high, this earnings season carries significant importance. Companies are struggling to quantify the impact of rapidly shifting trade policies, with 27% of S&P 500 firms cutting guidance while only 9% have raised their outlook. Automakers have been hit hardest, while consumer staples […]

The Global Capital Rotation Event Is Underway — Are You Ready for the Shift?

Alan Hibbard sits down with Kevin Wadsworth and Patrick Karim of Northstar Bad Charts to expose what they call the Capital Rotation Event — a rare and powerful shift of global capital out of stocks and into precious metals.  In today’s must-watch interview, you’ll discover:  This isn’t just another chart review. It’s a warning — and a roadmap. 

Trump Now Signals Major Reduction in China Tariffs

President Trump has announced a significant reduction in tariffs on Chinese goods, marking a retreat from his previous hardline position amid concerns about the escalating trade war. “Tariffs will come down substantially,” Trump stated, expressing optimism about reaching a trade agreement with China. This shift from his earlier aggressive stance, which had prompted substantial Chinese retaliation, has helped calm financial markets and sparked hopes for de-escalation in one of the most severe recent trade confrontations.