The terrifying truth: US gold reserves hit a 90-year low while the world stocks up

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Tell me again how we’re not in a bubble! The S&P 500 adjusted for inflation is now at record levels, far surpassing anything we saw in 1929. If you look at the numbers, the current peaks dwarf the infamous highs just before the Great Depression. Yet, here we are, being told everything is fine.

The truth is, we’re sitting on the edge of the largest recession and bear market since 1929. Otavio Costa, a leading analyst, has pointed out that excluding the US, global gold reserves are now at their highest level in 49 years. Meanwhile, US gold holdings have fallen to a 90-year low.

This is not a coincidence. Since the Global Financial Crisis, the US has failed to participate in the central bank gold accumulation trend that’s been growing worldwide. This is an ominous signal of what’s to come. Countries around the globe are increasing their gold reserves at a time when the US continues to let its stockpile dwindle. Why is this important? Because we are witnessing a shift in the global monetary system. Scott Bessent, in his time as Treasury Secretary, referred to it as a “monetary realignment.” The world is adjusting its financial priorities, and the US is being left behind.

Let’s think about history for a moment. In the 1950s, the United States held more gold than the rest of the world combined. That’s how dominant and powerful the US financial system once was. Fast forward to today, and the US only holds 20% of global reserves—the lowest proportion in nearly a century. This decline is not a fluke. It’s part of a long, steady, and seemingly irreversible trend that leaves the US in a vulnerable position.

Central banks worldwide are acting in their own self-interest by increasing gold reserves. And the US? Well, it’s sitting on the sidelines, watching the world adjust while it remains stagnant. Time is running out for the US to make a meaningful shift. The rest of the world is preparing for what’s next, and it’s clear that the US needs to follow suit—or risk falling behind even further.

The clock is ticking. Are we ready for the financial storm ahead?

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