Here Is Where Gold Goes Next

Group 1: Gold and Silver Market Analysis - Gold and silver have experienced significant volatility recently, with sharp rallies and pullbacks, resembling the behavior of cryptocurrencies [1][2] - Historical analysis indicates that gold's recent volatility is rare, with a notable drop of over 12% occurring only once in the last 30 years prior to the recent selloff [3] - Recoveries in gold prices tend to be measured rather than explosive, with an average rebound of modest gains over the next 120 days following significant drops [4] - Over longer holding periods, gold and silver have historically regained prior highs within about a year, adding approximately 8% on top [5] - The primary reason for holding gold is to stabilize a portfolio and hedge against inflation and fiat currency devaluation, rather than for speculative gains [6][7] Group 2: U.S. Fiscal Outlook and Implications for Gold - The U.S. budget deficit is projected to remain substantial and widen significantly over the next decade due to rising debt costs, an aging population, and healthcare obligations [9][10] - By 2036, the annual deficit is expected to exceed $3 trillion, representing 6.7% of GDP, with federal interest costs projected to be the highest since at least 1940 [11][12] - The unsustainable fiscal trajectory suggests that governments may resort to raising taxes, cutting benefits, or printing more money, all of which could negatively impact purchasing power [13] - In light of these fiscal challenges, maintaining a portion of a portfolio in gold is considered a prudent strategy, as it has historically survived previous debt cycles [14] Group 3: Investment Opportunities in Technology - Jonathan Rose highlights a bullish outlook on copper due to high demand from AI data center developments, suggesting a potential investment opportunity in POET Technologies Inc. [15][16] - POET Technologies specializes in high-speed optical engines and is positioned to benefit from the shift towards optical interconnects in data centers, which could lead to significant growth [17][18] - The company is currently valued under a billion dollars, presenting a potential multi-bagger opportunity if adoption of its technology materializes as anticipated [18]