Gold’s Unprecedented Rally Sparks Portfolio Overhauls
Gold's relentless rally has entered historic territory, with nine consecutive weeks of gains—a feat achieved only five times in the past half-century. The metal's momentum shows no signs of fading, echoing patterns seen in previous bull runs where gains persisted for months or even years.
Investors are recalibrating portfolios as Gold transitions from alternative asset to core holding. The metal's 250% decade-long surge defies traditional valuation metrics, lacking the earnings of equities or the yield of bonds. Yet its appeal grows amid lax global fiscal policies and eroding central bank independence.
Political winds amplify the trend, with the WHITE House openly advocating dollar weakness. This creates an environment where non-yielding gold increasingly outshines government debt. The rally's sustainability remains uncertain, but history suggests the momentum may have room to run.
