Gold Falls 10% In Worst Decline Since 2011 The price of gold (TVC: $GOLD) fell 10% over the past week, its worst decline since September 2011 as investors move away from precious metals.  Gold’s price is down another 4% in early trading on March 23, exacerbating the selloff that has accelerated in recent weeks. The metal is on track for its worst month since October 2008. Currently at $4,388.80 U.S. an ounce, gold’s price is down 22% from an all-time high of $5,589.38 U.S. per ounce reach on January 29 of ...

Core Viewpoint - Gold is increasingly viewed as a safe haven asset amid economic and geopolitical uncertainties, with potential for significant price increases in the future [1][3][6]. Group 1: Economic Context - Federal Reserve Chair Jerome Powell has indicated that stock prices are "fairly highly valued," suggesting a cautious outlook on equities [2][3]. - Concerns over the U.S. job market signal a slowing economy, contributing to investor interest in gold as a protective asset [2]. Group 2: Gold's Investment Potential - Jamie Dimon has suggested that gold could reach prices of $5,000 to $10,000 per ounce, indicating a bullish sentiment towards gold in the current environment [3][6]. - Gold prices reached an all-time high of $5,589.38 per ounce in January 2026, reflecting its appeal as a hedge against inflation and economic instability [6]. Group 3: Gold Ownership Considerations - Physical gold ownership incurs additional costs such as storage and insurance, which can affect its overall value [4]. - Gold is considered a natural hedge against inflation, with historical data showing significant erosion of purchasing power over decades [5]. Group 4: Market Dynamics - Despite increased demand for gold due to geopolitical tensions, prices have not consistently risen, raising questions about future price movements [11][12]. - Market experts are uncertain about gold's trajectory, with factors such as central bank purchasing behavior and jewelry industry demand influencing prices [12]. Group 5: Diversification Strategies - Prominent investors like Ray Dalio emphasize the importance of including gold in a diversified portfolio to mitigate risks during economic downturns [8]. - Gold IRAs offer a tax-advantaged way to invest in gold, combining the benefits of retirement accounts with the protective qualities of gold [9].

Bankless Nation is the first week of March. It's time for the Bankless Weekly rollup. We've got a war going on and so what are the wartime markets look like? How did the markets react to the conflict in Iran? We also have to talk about the flight to safety asset. What was it? Was it gold? Was it Bitcoin? Was it something else? And then Trump domestically has taken a side on stable coin yields. choosing crypto over the banks. Some very loud tweets both from Trump and Trump Jr.. about the Clarity Act and how ...

Since the Iran strike:Bitcoin up 15%Gold down 3%Which is the real safe haven asset?Eric Balchunas (@EricBalchunas):Another half bil day, with 10 of the 11 OGs getting love. YTD hole almost closed. Since Iran strike bitcoin and rise of geopolitical fear btc is up 12% and gold is down. So does that mean gold has failed as a safe haven and may be devoid of any purpose and vice-versa for btc? https://t.co/29uHoBYaty ...

Market Overview - Bitcoin surged past $73,000, increasing by as much as 8%, marking its highest value in nearly a month, while Ether rose by up to 9% to over $2,100 [1] - US spot Bitcoin ETFs attracted more than $680 million in inflows over the past two days, contributing to the rally [1] Futures Market Dynamics - There is strong demand in the perpetual futures market, with open interest spiking as Bitcoin's price increased, indicating that traders are opening fresh long positions [2] Geopolitical Context - Despite the recent rebound, Bitcoin remains approximately 40% below its October peak, following a prolonged selloff, positioning it uniquely amid ongoing geopolitical turmoil [4] - The conflict in Iran has created a backdrop for Bitcoin's rally, contrasting with other asset classes that may be experiencing a breather [4] Comparative Performance - Bitcoin has recently outperformed gold, bouncing about 10% since the onset of the Iranian conflict, while gold has declined around 2% during the same period [5] - Capital may be rotating back into crypto as gold's appeal diminishes, with Bitcoin previously experiencing significant declines compared to gold's gains [6]

Core Viewpoint - The ongoing conflict in West Asia has reinforced the dollar's status as the premier safe-haven asset, with its value rising significantly amid global uncertainty and risk aversion [1][2][5]. Currency Performance - The Bloomberg Dollar Spot Index has increased by 1.3% this week, contrasting with declines in nearly all 16 major currencies tracked by Bloomberg, including a notable drop in the euro [3][9]. - Options markets indicate a shift in trader sentiment, with increased demand for hedging against a dollar rally, marking the highest optimism for the dollar since 2024 [4]. Market Dynamics - The dollar's rise is attributed to its safe-haven status and the U.S.'s position as a net energy exporter, while most major currencies are net importers [5][10]. - The conflict has led to rising energy prices, which may complicate the Federal Reserve's path for interest rate cuts, as yields on U.S. Treasuries have surged [6][8]. Investor Sentiment - Investors are advised to reconsider their strategies, as traditional safe-haven assets like bonds may not provide the same level of protection as in the past [7]. - Prior to the conflict escalation, the market was positioned for a weaker dollar, with traders holding nearly $19 billion in bets against the greenback [11][12].

Core Viewpoint - Robert Kiyosaki emphasizes the importance of investing in precious metals, particularly gold, as a hedge against inflation and economic uncertainty, while also expressing a bullish outlook on cryptocurrencies like Bitcoin and Ethereum [1][2][6]. Precious Metals - Kiyosaki has been accumulating gold and silver, viewing them as essential assets due to their historical role as safe havens during economic turmoil [1][2]. - Gold prices have surged over 75% in the past 12 months, reinforcing its status as a valuable investment during uncertain times [6]. Stock Market Outlook - Kiyosaki warns of an imminent major stock market crash, suggesting that those who are prepared could benefit significantly, while unprepared individuals may face severe losses [3][4]. - He cites a previous market sell-off in 2022, where 401(k) and IRA participants lost approximately $3 trillion, highlighting the risks associated with heavy equity exposure [3]. Real Estate Investment - Kiyosaki advocates for investing in income-generating real estate as a stable asset during economic downturns, noting that it provides steady cash flow and acts as a hedge against inflation [9][10]. - He owns 1,500 rental properties, demonstrating his commitment to real estate as a reliable investment strategy [10]. Cryptocurrency - Kiyosaki is a strong proponent of Bitcoin and Ethereum, viewing their volatility as a buying opportunity rather than a deterrent [16][17]. - He highlights Bitcoin's scarcity, with a capped supply of 21 million coins, as a key factor in its long-term value proposition [18]. Investment Platforms - New investment platforms like Arrived and Mogul allow individuals to invest in real estate with lower capital requirements, making real estate investment more accessible [11][13]. - These platforms offer fractional ownership in rental properties, providing investors with income and appreciation potential without the burdens of traditional property management [12][14].

Core Viewpoint - The Swiss franc is expected to appreciate significantly, potentially rising up to 17% against the dollar due to increasing confidence in its status as a safe haven currency amid US policy uncertainty [1]. Group 1: Currency Strength and Market Sentiment - Switzerland's low inflation, fiscal soundness, and asset safety contribute to the franc being considered the most "gold-like" safe haven currency, with a potential rise to a lifetime high of 0.64 against the dollar in a "bear case" scenario [2]. - The franc is viewed as an overlooked safe haven asset that may appreciate more rapidly than market expectations, with a strong historical performance during market shocks [3]. - Hedge funds are increasingly betting on a stronger franc, holding their largest net-long position in the currency since June, having shifted from a net short position a week prior [4]. Group 2: Economic Context and Forecasts - The franc recently reached its strongest level against both the euro and the dollar in over a decade, driven by Switzerland's modest debt, stable economy, and predictable policies amidst US policy confusion and rising geopolitical risks [5]. - While a stronger franc could prompt the Swiss central bank to intervene to weaken the currency to mitigate deflationary pressures, many economists believe the bank is currently less inclined to counter its strength [6]. - Morgan Stanley forecasts a continued appreciation of the franc against other currencies, predicting a 5% increase to 0.87 per euro from the current level of around 0.91 [6].

Core Viewpoint - The recent decline in gold prices, following record highs, has sparked debate among investors about whether this represents a warning sign or a buying opportunity, with billionaire investor Thomas Kaplan advocating for the latter [2]. Group 1: Market Dynamics - Gold prices reached a record high of approximately $5,500 at the end of January, but fell over 9% the following day after President Trump's nomination of Kevin Warsh for head of the Federal Reserve, marking the sharpest one-day drop since 1983 [5][6]. - The price of gold had been increasing due to persistent inflation, unpredictable trade policies, geopolitical tensions, and overall market chaos, but the nomination of Warsh shifted the narrative by alleviating fears of increased political control over the Federal Reserve [6]. Group 2: Investor Sentiment - Thomas Kaplan, a billionaire with significant investments in precious metals and leadership roles in the gold industry, believes there are compelling reasons to buy gold now, viewing the sell-off as routine market volatility rather than a fundamental issue [2][3]. - Despite Kaplan's confidence, it is important for investors to consider the broader context and not solely rely on the opinions of prominent figures in the gold market [4].

Core Viewpoint - The recent sell-off in gold and silver prices is viewed as a tactical move rather than a fundamental shift, with major banks maintaining bullish forecasts for gold prices by year-end [1][2][4]. Group 1: Market Analysis - Gold and silver experienced their worst sell-offs since 1980, but major banks like JPMorgan and Deutsche Bank have raised their year-end gold price forecasts to $6,300 and $6,000 respectively [1]. - Spot gold was trading at $4,700 late Monday afternoon, despite the recent downturn [1]. - The structural forces driving gold prices, such as central bank demand, remain intact, with expectations for continued accumulation of gold by central banks amid geopolitical tensions [5]. Group 2: Speculative Dynamics - The recent price movements in gold and silver are influenced by speculative trading, particularly in silver, which saw a meteoric rise followed by a significant fall [4][6]. - Analysts suggest that silver prices could drop significantly from current levels, with predictions of a potential 50% decline from recent highs [8]. Group 3: Economic Context - Gold is traditionally seen as a safe haven asset, and its value is expected to be supported by ongoing inflation concerns and market volatility [3]. - The geopolitical landscape, particularly following the U.S. response to Russia's actions, has heightened demand for gold as a hedge [5].