A Global Rebalancing Toward Gold
Thoughts on the Market
September 3, 2025
A Global Rebalancing Toward Gold
I have been warning my readers for years that gold was going to explode higher, and I have advised them to hold onto a substantial core amount of this precious metal. Periodically, I have issued shorter-term buy recommendations to selectively increase the core positions during technical pullbacks. Most recently, on August 20, 2025, I highlighted the fact that gold was coiling for its next leg higher. Sometimes my predictions feel more like premonitions. This was one of those times.
Here’s how gold has traded since August 20th:
