Gold’s Biggest Buyer Isn’t Backing Down

Gold remains one of the most interesting stories in the financial market today.

While retail investors – more like traders – are hyperfocused on the gyrations of the stock market, central banks keep backing up the truck to buy the metal.

The latest data from the World Gold Council and Goldman Sachs suggests there’s far more buying ahead in 2025 – on top of a surge in buying in recent quarters after a slowdown in 2024.

Turn Your Images On

With this much big money moving into gold, any drop lower on short-term headline news – like President Trump delaying tariffs – could mean a reasonable buying opportunity for patient investors.

And with gold demand soaring, alternatives to the metal itself, such as mining stocks, may be the sleeper hit in this year’s volatile stock market.

~ Addison

P.S. We’ve recently released new research on today’s markets, and how President Trump is following through on a Great Reset of the U.S. economy. This first phase isn’t pretty – we call it the Great Fire. Click here for more details. It could mean a good reason why retail investors may finally give gold a push higher – potentially taking it to $4,000 this year before greater heights in the years ahead.

As always, your reader feedback is welcome: feedback@greyswanfraternity.com (We read all emails. Thanks in advance for your contribution.)

Gold remains one of the most interesting stories in the financial market today.

While retail investors – more like traders – are hyperfocused on the gyrations of the stock market, central banks keep backing up the truck to buy the metal.

The latest data from the World Gold Council and Goldman Sachs suggests there’s far more buying ahead in 2025 – on top of a surge in buying in recent quarters after a slowdown in 2024.

Turn Your Images On

With this much big money moving into gold, any drop lower on short-term headline news – like President Trump delaying tariffs – could mean a reasonable buying opportunity for patient investors.

And with gold demand soaring, alternatives to the metal itself, such as mining stocks, may be the sleeper hit in this year’s volatile stock market.

~ Addison

As always, your reader feedback is welcome: feedback@greyswanfraternity.com (We read all emails. Thanks in advance for your contribution.)

Progressives learned long ago that you don’t have to win an argument if you can simply redefine the words.

Regardless of what’s happening in stocks, the same long bond can be a good buy for a retiree and an expensive obligation for everyone else.

The same uncertainty driving investors out of speculative assets is sending them toward dollars and Treasury securities.

Behind the drama unfolding at Nvidia, Big Tech is borrowing to keep the AI buildout chugging along just as the Treasury needs trillions.

Progressives learned long ago that you don’t have to win an argument if you can simply redefine the words.

Regardless of what’s happening in stocks, the same long bond can be a good buy for a retiree and an expensive obligation for everyone else.

The same uncertainty driving investors out of speculative assets is sending them toward dollars and Treasury securities.

Behind the drama unfolding at Nvidia, Big Tech is borrowing to keep the AI buildout chugging along just as the Treasury needs trillions.