I am convinced we have moved into a new phase with gold and it will never revert to where it stood before 2022. Let's discuss the reasons why in this video as we take a closer look at gold, a metal that I was somewhat ahead of the curve on compared to central banks worldwide. Because in 2017, I decided to concentrate more heavily on becoming my own bank, my own reserve institution by holding gold. Still, there are many nations that have been holding gold for a very long time. And if you think that
we, the United States, possess all the gold, well, we're part of that circle. Even so, there are methods to purchase gold. And you can obtain in quantities as small as 1 g and even smaller today, particularly with all the gold foil notes available. But this remains a solid way to acquire gold. So, what occurred in 2022? Well, 2022 marked the turning point. After Russia invaded Ukraine, numerous nations began shielding themselves against the weaponization of the dollar. That's correct. This bill right here. And since
then, they have simply continued forward. The conflict continues. But even if the war in Ukraine were resolved tomorrow, nations are not going to be offloading their gold anytime soon. In fact, perhaps not ever. I believe the world has shifted and I think it's something we are not going to revert to for quite some time now. Market capitalization size compare gold to any other asset class out there. It ranks number one and it's not even close. The second behind it right now as of the recording of this video is silver, but
it is truly in a tight contest with Nvidia, Apple, and other major corporations. Yet, gold is by far the largest asset by market cap at 36 trillion 36.646 trillion market cap. It's simply astonishing. But what else is propelling it? Well, I think primarily central banks purchasing gold. Leading the list, by the way, is China. I'm going to reference an article here, The Tradable, that provides an update on what China has been doing since 2022 regarding its gold reserves. It has increased 260%
since 2022 and that has reached a record of 2,300 tons of gold that have been amassed since then. It's quite remarkable. Yes, absolutely it is. They have been discreetly accumulating gold for years, but the speed since late 2022 is on an entirely different level. Official reserves rose roughly 260% from October 2022 through early 2026 based on People's Bank of China data. Now, can we rely on People's Bank of China data? No. But the reality is China is one of the largest gold producers and it is such a
deeply rooted part of their culture that I believe we can accept some of it is accurate and I think some of it can be partially confirmed. The chart shows a consistent pattern that there were gradual increases since 2020, but then a sharp upward move after 2022 that shows no indication of slowing. For the gold markets, China's buying is not background chatter. It is one of the strongest signals in the room. So, by the fourth quarter of 2025, China's gold holdings reached record highs, surpassing 2,300 tons, the most it has
ever reported on paper. That milestone did not occur by chance. The People's Bank of China has been intentionally rotating out of dollar denominated assets and into precious metals, something that clearly we are seeing other nations pursue. That's DD dollarization and it has reduced the dollar's global influence to about 57%. It used to be well above 60% 62% I believe back in 2002. And so this is compelling to observe. China is deliberately rotating out of the dollar. It is a strategy that contrasts sharply
with the more passive reserve management we witnessed in earlier years. As China reduced 683 billion in treasuries, while gold holdings reached 74 million ounces, the trajectory became impossible to dismiss. So, China is not the only country reconsidering the playbook. Central banks worldwide have been adjusting reserve portfolios toward gold and away from treasuries at a pace not seen in decades. In fact, central banks gold reserve surpassed US treasuries for the first time since 1996. And we are at a
record level of gold holdings not seen since 1967. a milestone that illustrates how dramatically the reserve management framework has shifted since the post 2008 era of dollar dominance. So the broader picture involves hedging against a world that feels less stable. Geopolitical shifts, currency fluctuations, and ongoing inflation concerns have all pushed gold higher on the priority list for reserve managers. Central banks have now elevated gold reserves to their highest level in decades with major economies still
actively building positions. Global demand dynamics for gold have gained structural support for the foreseeable future. And this is something we are beginning to witness here. And it's such a magnitude that gold's price is highly unlikely, I believe, at this stage to drop below $4,000 an ounce given how consistently it has climbed and how it has advanced. And when silver gets pressured, gold gets pressured much less in terms of the downside. Now, I made a projection that we could see $3,700 gold
before the end of the year. But as time progresses and as we observe these movements and central banks continue to hold and accumulate gold, it becomes less and less probable today. And so that outlook I made may not materialize. But even if it does for a brief moment, it is something that likely will not remain there long. In fact, in my forecast for the year, I am not saying it is going to reach that level and stay there. I just think we may see it touch that figure. But at this pace, and I will tell you this, we have been above
$5,000 for so long, we may not see below $5,000 at the speed we are moving. Remember, 2026 is likely to remain a fairly volatile year in terms of geopolitics and other factors. The Federal Reserve will reduce interest rates eventually. It may require two or more meetings before that takes place, but that will still fall within 2026. And I believe interest rates will remain low as currency continues to weaken, especially considering that nothing backs any currency around the world except perhaps Zimbabwe, which by the
way we have not heard much about regarding their gold standard gold linked currency. But gold is going to continue, I believe, to establish itself as the premier reserve asset available. And I think more and more people in particular are recognizing this. And the more individuals who actually own gold, the better. Even if it is a small 1 g bar, the fact that gold is physically held and valued is the primary reason why it is up so significantly and truly in many instances pulling silver upward with it. So that is the perspective that
is the environment we find ourselves in now. And I simply do not envision a situation where central banks will be selling gold anytime soon because that is the only scenario in which we would see gold return to where it was before. If central banks liquidate a substantial amount all at once, similar to what occurred in 2002 when the Bank of England sold roughly half of their gold reserves at the bottom of gold's price, known as Brown's bottom. So gold has since climbed higher because other
central banks worldwide they capitalized on those low prices and they have accumulated and continued to advance with gold. Other countries like Canada disposed of all their gold but other nations are stepping up significantly. Poland and Eastern European nations are all increasing their gold reserves. The United States is not selling any of its gold and I honestly think we should be purchasing more gold in my view at this moment as a nation. But we will see how it unfolds. Gold is the ultimate store
of wealth. The central bank of central bankers in 2019 classified it as a tier one asset placing it equal to and on par with hard cash, the dollar specifically. And I believe since then it has encouraged these nations to continue advancing with buying gold. Because if the central bank of central bankers regards it as a liquid asset, as liquid as cash, and the fact that it is essentially active money between central banks tells us everything we need to understand that gold will never be the same again. Yes, valued viewers, now I
will share today's developments in the economy and precious metals. Let's kick things off with the stars of the show, gold and silver, where prices are surging amid geopolitical tensions and strong demand. Stay tuned as we break it down, and remember to like, subscribe, and hit that bell for more market updates that could impact your portfolio. First up, gold prices are hitting new highs today, February 28th, 2026. Spot gold is trading at around $5,278 per ounce, up sharply from recent levels
with a daily gain of over $100 in some markets. This rally is fueled by escalating USIsrael strikes on Iran, which are sparking fears of a wider Middle East conflict and driving safe haven buying. Central banks are also piling in with global purchases on track for 850 tons this year, creating a solid demand floor. What does this mean for investors? Gold's push toward $5,300 could signal more upside if tensions persist, but watch for volatility from US dollar moves and Fed policy hints. Silver is stealing the spotlight, too.
Outpacing gold with spot prices at $93.72 per ounce, up about 7% in the session. The gold silver ratio has compressed to 57, hinting at silver's potential to lead in bull markets. Key drivers include industrial demand from AI and renewables, plus the same safe haven rush amid Iran strikes. Silver futures are eyeing $94, and analysts see monthly gains near 10%. A boon for those betting on precious metals as inflation hedges. If you're holding silver, this could be your moment. Prices are nearing $100 if
global uncertainty spikes. Shifting to the broader US economy, President Trump's booming claims are meeting skepticism. A recent poll shows 68% of Americans disagree that the economy is roaring even among Republicans. GDP grew 2.2% in 2025, projected at 2.4% for 2026 per the IMF. But trade policies are drag. The Fed's inflation fight lingers with core PPI up 0.8% in January, hotter than expected. AI is reshaping jobs with blocks 40% layoffs, citing intelligence tools changing business. Stocks slid
this week on credit stress and war fears, but consumer confidence ticked up to 91.2. Terrorists persist despite a Supreme Court loss with Trump eyeing a 15% global hike, potentially hitting consumers. Overall, resilience shines, but risks like Iran could spike oil and derail growth. On the global stage, the economy faces headwinds with growth slowing to 2.9% in 2026 per OECD. US tariffs are reshaping trade, narrowing deficits with China, but ballooning the overall US gap to$1.23 trillion dollars in 2025. The USIsrael
attack on Iran risks oil disruptions through the straight of Hormuz where a third of seaborn oil flows. Prices could surge impacting everyone from drivers to industries. AI productivity isn't booming yet per economists and high debt burdens loom. China's 15th 5-year plan starts strong, contributing 30% to global growth amid volatility. UN warns of imminent financial collapse by July due to unpaid fees, trade resets, and AI shifts define 2026. Opportunities in emerging markets, but brace for bumps. Valued viewers, that's
today's rap on economy and precious metals. Gold and silver are your shields in uncertain times. Comment below. Are you buying in? Share this video and join me next for more insights to outsmart the market. Thanks for watching. If your priority right now is not chasing returns, but protecting what took decades to build, I've put together a private road map linked below. If your priority right now is not chasing returns, but protecting what took decades to build, I've put together a private road map linked below. Oh. Oh.
Post a Comment