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Special Report Why It's Not Time to Give Up on the Gold Trade Reported by Chris Markoch. Published: 3/28/2026. 
Key Points - Gold’s recent pullback reflects a stronger U.S. dollar and profit-taking, but long-term fundamentals still point to higher prices.
- The U.S. fiscal outlook, including a $42 trillion net deficit and rising Treasury yields, strengthens the case for gold as a hedge.
- Investors can gain exposure through GLD for direct price tracking, GDX for leveraged upside, or Newmont for income and stability.
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What's going on with gold? After surging above $5,000, gold has retraced roughly 20%. That pullback isn't surprising after such a strong run, but it does raise the question: why? The conventional view is that a stronger dollar is pressuring gold. Despite its own debt issues (more on that below), the U.S. remains the best house in a rough global neighborhood, and much of the world's commerce is still dollar-denominated. Because the dollar and gold often move inversely, a stronger dollar can push gold lower. That explanation has some merit. It's also likely that many speculators who jumped on the gold rally decided to take profits as prices peaked. The Fed is counting on ordinary Americans never reading a 93-page document. Martin Weiss has read every page, and what he found is urgent. He has identified 4 specific steps designed to protect your wealth before most investors realize what is coming. Time is the one thing you cannot get back. Act now while the window is still open. Get Your 4 Fed-Proof Steps It's futile to try to forecast the exact gold price next week or next month, let alone one or five years out. That said, the longer-term trend for gold — and many basic materials — looks constructive. Evidence for that comes directly from a federal report. U.S. Debt Strengthens Gold's Long-Term Case In March 2026, the U.S. government published the Financial Report of the United States Government for fiscal year 2025. This annual Treasury report accounts for what the country owns and what it owes. This year's report shows roughly $6 trillion in assets versus nearly $48 trillion in liabilities — a net worth of about negative $42 trillion, the largest shortfall on record. That's troubling on its face, and the picture is worse because the report doesn't include large "unfunded mandates" such as Social Security. Adding to the concern are yields on the 10-year Treasury, which stood near 4.34% as of March 25. That level is similar to where it's been over the last two years, but there's an important difference: in prior crises, global investors rushed to buy U.S. Treasuries as a safe haven. That dynamic appears muted today. Consider also that the United States is seeking an emergency $200 billion for operations related to Iran. If the conflict persists, that may be only a down payment. If Treasury revenue can't cover additional costs, more money printing and higher inflation could follow — outcomes that tend to be bullish for gold. Gold's Role Is Wealth Preservation, Not Growth One reason for the recent pullback is profit-taking by speculators. That's reasonable, and Warren Buffett was right when he called gold "just a metal." The primary reason to own gold is preservation of wealth, not capital growth. Many gold owners would say that in a perfect world they wouldn't need gold at all. But as the government's own report suggests, the world is far from perfect. Gold functions as insurance in that imperfect world. Gold will always have detractors, yet even Morgan Stanley (NYSE: MS) has suggested investors could allocate up to 20% of a traditional portfolio to gold. You don't have to own physical bullion — here are three practical alternatives. GLD ETF: A Simple Way to Track Gold Prices The SPDR Gold Shares ETF (NYSE: GLD) tracks the price of physical gold bullion held in vaults, offering direct exposure without the hassles of storing metal. With an expense ratio around 0.40%, it provides liquidity and straightforward portfolio integration. GLD is attractive to conservative investors seeking a hedge against inflation and dollar weakness, themes underscored by recent U.S. debt concerns. But remember that GLD represents "paper gold," so it may not be ideal for investors who want physical possession or who worry about counterparty issues in extreme crises. GDX ETF: Leveraged Exposure to Gold's Upside If gold embarks on a sustained advance, mining stocks typically outperform. Rather than picking individual miners, the VanEck Vectors Gold Miners ETF (NYSE: GDX) offers diversified exposure to major gold producers. Mining companies benefit from operational leverage as gold prices rise, which can amplify returns. The fund's expense ratio is about 0.51%, making it a cost-effective way to pursue higher upside amid geopolitical or fiscal risks. Newmont: Income and Stability in a Volatile Market Newmont Corporation (NYSE: NEM), the world's largest gold producer, provides direct equity exposure to a company with strong reserves and reliable production. Trading at more attractive valuations after the recent pullback, Newmont benefits from cost efficiencies and pays a dividend yielding roughly 1%. It's a choice for investors looking to blend income and relative stability with gold's safe-haven characteristics. | 
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