Is Gold Still a Strategic Asset for Your Portfolio?

Gold is 16% off its all-time high but up 42% year-over-year. The 60/40 portfolio is broken, central banks bought 863 tonnes in 2025, and Goldman Sachs targets $5,400. The strategic case hasn’t weakened — it’s grown stronger.
What Happens to Gold When the Dollar Crashes?

Every major dollar devaluation cycle since 1971 has produced a significant rally in gold. Here’s what the historical record shows, what central banks are doing about it, and what it means for investors today.
Tariff Refunds, Dollar Weakness, the AI Bust: Gold’s Case

Gold and silver market update — April 21, 2026 In this update: Five stories made headlines this week that have nothing obvious to do with gold — tariff refunds, Apple’s leadership change, a weakening dollar, Canada’s political shift, and an AI productivity bust. Together, they are gold structural tailwinds. Here’s what each one means. Who’s Actually Getting the $166 Billion in Tariff Refunds? Not you. The US government opened a refund portal this week for $166 billion in tariff money — duties the Supreme Court struck down as unconstitutional in February. Over 56,000 importers have now registered, claiming $127 billion in Phase 1 alone. However, the refunds […]
What the Warsh Hearing Means for Gold Prices

Kevin Warsh’s confirmation hearing is the most consequential signal for gold prices in months. Three scenarios, three outcomes — and one structural force that shapes gold’s floor no matter which way the vote goes.
Gold Is Quiet. The Case for Owning It Isn’t.

Gold isn’t rallying despite a war in the Middle East. That seems strange. But if you understand how gold actually behaves in macro cycles, the quiet isn’t a red flag — it’s a setup.
