Gold Ran Past Wall Street’s Own Price Targets. Four Banks Disagree on What Happens Next.

Morgan Stanley’s fourth-quarter number arrived in August, after the bank had already cut it. UBS is sitting on its December figure. Wells Fargo trimmed while Citi raised. And that $202 million bet against gold? CNBC corrected the story. Five moves, one pattern.

JPMorgan Cut Its Gold Forecast by 25%. Here’s What Long-Term Holders Need to Know.

JPMorgan cut its Q4 2026 gold price forecast by 25% to $4,500 — down from $6,000 just 24 days earlier. Here’s the rate mechanism behind the cut, what the $3,500 downside scenario actually requires, and why JPMorgan’s long-term thesis on gold remains fully intact.

Gold Portfolio Allocation: Why Wall Street Is Rewriting the 60/40

For forty years, the 60/40 portfolio was the default prescription for the serious investor. That model worked because stocks and bonds moved in opposite directions when markets got scared. That relationship is broken — and the institutions that built trillion-dollar businesses on it are now replacing bonds with gold.