Amid a volatile macro backdrop, gold and bitcoin have each returned almost 30% so far this yearETFs can provide efficient exposure to alternative assets like precious metals and cryptocurrenciesOther metals and tokens have delivered even more impressive returns—and yes, ETFs exist for those, tooBitcoin and gold share the same year-to-date return, both up 28% through July 16. So far, 2025 has been the year of diversification, thanks to hefty gains in international stocks, a positive (though rocky) return i ...

Group 1: Gold Market Overview - Gold has outperformed the S&P 500 over the past 1-year, 3-year, and year-to-date periods, driven by geopolitical shifts and concerns over fiat currency stability [1] - Central bank demand, particularly from BRICS nations, is contributing to record levels of gold accumulation as these countries diversify away from US dollar-denominated assets [6] - Geopolitical tensions, including the Russia–Ukraine war and US-China relations, are increasing macro uncertainty, further supporting gold as a hedge against systemic risk [7][8] Group 2: Technical Analysis of Gold - Gold is forming a tightening bull flag pattern, with a potential breakout above $317.50 on GLD (or $3,475 in gold futures) signaling a major upward move [10] - The current price action indicates strong buying interest, suggesting that gold is on the verge of a significant breakout [2][10] Group 3: Top Gold Mining Stocks - Aris Mining Corporation is highlighted as a compelling opportunity, trading at 5.8x forward earnings with projected sales growth of 56% this year and earnings growth of 265% [12][13][14] - Agnico Eagle Mines, with a Zacks Rank 1, is noted for its operational consistency and projected annual EPS growth of 20.8% over the next three to five years, currently testing a breakout level [15][16][17] - Kinross Gold, also holding a Zacks Rank 1, is trading at 12.7x forward earnings with expected EPS growth of 21.2% over the next three to five years, presenting a GARP opportunity [18][22] - AngloGold Ashanti PLC has surged over 120% year-to-date, reflecting strong investor confidence and operational performance, also holding a Zacks Rank 1 [24][25][26] Group 4: Investment Outlook - The outlook for gold remains constructive, with prices nearing a technical breakout and strong global demand driven by macro trends [27][29] - Gold stocks are positioned as an attractive entry point for investors seeking diversification and exposure to rising commodity trends [29]