Core Insights - Gold is expected to be a leading commodity in 2025, driven by a weakening dollar and other factors [1] - The Neuberger Berman Commodity Strategy ETF (NBCM) has a significant allocation to gold, enhancing its performance this year [2][3] - NBCM's active management allows for flexible adjustments in commodity exposure, particularly to gold and silver, which are anticipated to benefit from rising bullion prices [3] Market Dynamics - The increase in gold prices is supported by fundamental factors such as geopolitical tensions, economic policies, and concerns regarding the Federal Reserve [4] - Morgan Stanley has raised its 2026 gold price forecast to $4,400 per troy ounce, up from a previous estimate of $3,313, indicating potential appreciation [5] - Expectations of further interest rate cuts by the Federal Reserve could weaken the dollar and enhance gold's appeal as a safe-haven asset [6][7] Historical Context - Historically, gold prices have risen by an average of 6% in the 60 days following the initiation of a Federal Reserve rate-cutting cycle, as lower yields make gold more attractive [8]

Market Analysis - Crypto is considered a better long opportunity than stocks due to the fragility of the financial system [1] - The financial system is built on an aggressively weakening dollar [1] - Crypto offers the advantages of holding bearer assets that cannot be seized [1] Investment Strategy - The individual does not own Zcash despite believing in the advantages of crypto [1]

After a bull run lasting a decade and a half, the U.S. dollar fell in value by about 11% relative to other currencies in the first half of 2025, the worst performance in decades. A host of factors have contributed, including lasting inflation, uncertainty about tariffs, and other geopolitical turbulence that has impacted markets around the world. This presents an opportunity for savvy investors. Many portfolios may shift toward international companies, commodities, and precious metals through the end of the ...

South Africa’s currency is on track for its biggest August gain in two decades, with stocks not far behind, as a weakening dollar spurs demand for high-yielding assets outside the US https://t.co/0Nd8fB8j2M ...

With a weakening dollar, it's America Second ahead of Independence Day, says @johnauthers (via @opinion) https://t.co/seBlCUECpO ...