When investors flee currency for a tangible asset, it signals fear of fiscal collapse and unchecked debt.
It's really unusual for 30-year Treasury yield to rise in a Fed easing cycle. It's even more unusual for 30-year yield to rise with all the world's major central banks in an easing cycle. This tells you monetary policy isn't the problem. Runaway fiscal deficits are the problem… pic.twitter.com/k7rWDu1ApU
— Robin Brooks (@robin_j_brooks) September 3, 2025
CNBC aired a segment today on gold's rise above $3,570 and what it might imply about stock market sentiment. But they ignored the bigger implication that gold’s rise might reflect a loss of confidence in U.S. fiscal and monetary policy, and a mass exodus from dollars into gold.
— Peter Schiff (@PeterSchiff) September 4, 2025
History unfolding, in one chart:
The US Dollar to Gold ratio is falling off of a cliff. https://t.co/sXr8jQ2weC pic.twitter.com/1OtEXD4RcG
— The Kobeissi Letter (@KobeissiLetter) September 3, 2025
Goldman Sachs expects gold to surge to $4,000 an ounce by mid-2026. If the Fed's credibility gets significantly eroded, GS sees gold nearing $5,000. Gold prices have already doubled in the past three years. https://t.co/N4hfV63WT3 pic.twitter.com/Dyq2bF4hxG
— Lisa Abramowicz (@lisaabramowicz1) September 4, 2025