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Gold Nears $4000 – But The Rally Won’t Stop There

By:
Phil Carr
Published: Oct 6, 2025, 20:11 GMT+00:00

The U.S dollar is already down more than -10% year-to-date, its worst annual performance since 1973.

The United States is now heading into the second-longest government shutdown in history, exposing Washington’s dysfunction and the fragile state of America’s finances.

With a projected $1.9 trillion deficit in FY 2025 – equal to 6.5% of GDP – the U.S is borrowing at a pace that even seasoned investors say is unsustainable. The shutdown is not simply a political standoff; it is the latest warning sign that America’s fiscal credibility is eroding at breakneck speed.

At the same time, Gold has never looked stronger. In fact, it is writing history.

Shutdown Sparks Rush Into Hard Assets

“The longer this shutdown drags on, the more investors realize they need to own hard assets that cannot be printed or devalued,” says an analyst at The Gold & Silver Club (GSC). “This is not a hedge anymore – it’s an outright wealth-creation opportunity like we’ve never seen before.”

The U.S dollar is already down more than -10% year-to-date, its worst annual performance since 1973. Since 2000, the greenback has lost over -40% of its purchasing power. Inflation is rebounding, the labor market is weakening and the Federal Reserve is now cutting rates again. The perfect cocktail of falling yields, political chaos and a collapsing currency has sparked a global rush into Gold.

U.S Gold Reserves Smash $1 Trillion

In a milestone that has electrified markets, U.S. gold reserves have just surpassed $1 trillion in value for the first time ever – now worth around $1.1 trillion at today’s prices. That makes America’s hoard more than 2.4 times larger than Germany’s, the second-biggest holder.

“This is the strongest validation of Gold’s strategic importance we’ve seen in half a century,” says an analyst at The Gold & Silver Club. “It highlights that while currencies collapse and governments falter, gold quietly compounds in value.”

Gold’s Relentless Rise Across All Currencies

The power of Gold’s breakout is not confined to the dollar. Since 2007, Gold has surged by approximately 450% across the world’s major currencies – with gains ranging from 270% in Swiss francs to an astonishing 748% in British pounds. Meanwhile, the Consumer Price Index (CPI) shows that on average, the world’s major currencies have lost about 33% of their purchasing power in the same period.

“This is the ultimate proof of Gold’s role as money,” says GSC. “While currencies lose value year after year, Gold preserves and multiplies wealth”.

Gold Outpaces Equities In Historic Breakout

Gold is up +50% in 2025 alone. Since January 2023, it has surged an astonishing +120%. That’s 3.5 times the performance of the S&P 500, even during one of the strongest equity bull runs in history.

Historically, Gold was viewed as a safe haven that rose only when stocks fell. But today, the opposite is happening: equities are rallying, yet Gold is exploding higher alongside them – breaking the old rules and confirming this is a supercycle, not a defensive play.

“This is Gold’s best year since 1979 – and it’s happening with stocks at all-time highs,” says The Gold & Silver Club. “Not even the 2008 financial crisis, the 2000 dot-com bust, or the 2020 pandemic produced a 40%+ annual gain for Gold. This move is historic.”

A Perfect Storm for Gold

Add it all up: the U.S is locked in its second-longest shutdown ever, deficits are exploding, the dollar is imploding, inflation is re-accelerating, and the Fed is slashing rates. Since 2007, currencies worldwide have lost one-third of their purchasing power, while Gold has delivered gains of up to 748%. Against this backdrop, bullion has shattered every record — with U.S reserves alone crossing the $1 trillion mark.

“The stars have aligned for Gold in a way we haven’t seen in decades,” says GSC. “We are witnessing the greatest wealth transfer in a generation.”

The Time to Act Is Now

Time is running out. Every day of this shutdown, every rate cut, every new dollar printed is rocket fuel for Gold. The move has already delivered +120% gains in less than two years – and yet analysts at The Gold & Silver Club believe we are only halfway through this parabolic run.

“Gold is not just rewriting history,” says The Gold & Silver Club. “It’s creating millionaires and billionaires out of regular people”. The only question is whether you’ll be next?

This is the moment. The once-in-a-generation Gold Supercycle is underway. The opportunity to position yourself to capitalize is now.

Gold is breaking records. The U.S dollar is breaking down. History is repeating itself. Don’t watch from the sidelines – this is your chance to secure your share of the greatest generational wealth transfer of our lifetime.

About the Author

Phil Carrcontributor

Phil Carr is co-founder and the Head of Trading at The Gold & Silver Club, an international Commodities Trading, Research and Data-Intelligence firm.

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