Summary

• Gold reserves have surpassed U.S. dollar reserves for the first time in decades, signaling a major shift in global finance.
• I remain bullish on gold and silver, citing de-dollarization, negative real rates, and robust supply-demand dynamics as key drivers.
• GLD and SLV maintain strong negative correlations with real interest rates, and further declines in real rates could catalyze more price rallies.
• Despite a favorable long-term setup, near-term price volatilities are heightened.
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Gold Crossed a Pivotal Point Amid Geopolitical Uncertainties

As investors remain focused on the progress of the Iran war and peace talks, gold has crossed a historical point. As shown by the data presented in the

Analyst’s Disclosure: I/we have a beneficial long position in the shares of SIVR, IAU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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