Gold Just Woke Up Wall Street

Keith Kohl

Written By Keith Kohl

Posted October 10, 2025

Back in the early 2000s, Britain’s then-Chancellor of the Exchequer, Gordon Brown, made what many now consider one of the most poorly timed trades in modern financial history. 

Between 1999 and 2002, the U.K. sold off nearly half of its gold reserves — 395 tonnes — in a series of auctions that averaged just $275 per ounce. 

The sales were meant to modernize the country’s reserves, but instead they marked the exact bottom of the gold market; prices never saw those lows again. 

In fact, over the next decade, gold surged more than sixfold as the market quietly called Brown’s bluff — and made generational fortunes for those who paid attention.

Just imagine picking up some of Britain’s finest bullion for under $300 an ounce, then waking up today as gold prices smashed through the $4,000 price mark. 

The investment herd is finally waking up, dear reader, and we’re just coming out of the early stages of this gold rush. 

ETF inflows are exploding, financial media can’t stop talking about it, and even big banks like Goldman Sachs are now scrambling to raise their targets. Goldman just updated its outlook to $4,900 per ounce by Q2 2026. 

The hype may be building, but the rally isn’t done.

You see,  we’re NOT at the end of this bull run. Truth be told, we’re right in the middle of it. 

But unlike past surges, this one is built on more than panic. No, it’s powered by a wave of structural forces that aren’t going away: Central bank accumulation, geopolitical stress, debt-fueled deficits, and rising distrust in fiat systems are all converging in real time.

The question now isn’t whether gold will keep climbing, but rather how to get the most out of what comes next while Wall Street piles into bullion and ETFs. 

It turns out they’re looking in the wrong direction… for now. 

Look, the reason this rally feels different isn’t just the price, it’s the machinery behind the move. 

We’ve seen gold run before on fear alone, but this time the fundamentals are reinforcing the frenzy. You see, the biggest buyer of gold over the past year hasn’t been retail or Wall Street — it’s been the world’s central banks. 

China, in particular, has been leading the charge, logging its eleventh-straight month of gold purchases in September. But the People’s Bank of China isn’t buying dips, and its buying streak isn’t just a hedge against geopolitical risk. We're looking at a purely strategic move in a slow-motion currency war. 

And when central banks favor gold over U.S. Treasuries — as they increasingly are — the signal couldn’t be clearer.

But the interesting part is that supply isn’t keeping pace with this tidal wave of demand. 

The recent incident at Freeport’s Grasberg mine — one of the largest gold-producing operations on the planet — has tightened an already stressed market. With output expected to be disrupted for months, the market is now staring down a near-term supply crunch that couldn’t come at a worse time.

Pair that with slower-than-expected production growth globally, and you’ve got a classic setup of rising demand, constrained supply, and a long way to run.

Meanwhile, the U.S. fiscal picture is deteriorating by the day. 

The federal budget deficit just hit $1.8 trillion, and interest payments alone have topped $1 trillion annually. The very foundation of the dollar — you know that supposed beacon of fiat trust — is being quietly chipped away. As its credibility erodes, gold doesn’t just rise, it reasserts itself.

And now, institutional investors are taking notice. 

Gold ETFs saw a flood of inflows in early October, with funds reversing outflows and retail traders scrambling to keep pace. For once, the headlines aren’t early — they’re late. This isn’t the top. It’s the turning point. And the smartest money is already positioning for what comes next.

As the spotlight swings back to gold, most investors will do what they’ve always done: buy bullion, hoard coins, or chase the momentum in ETFs. 

Oddly, they aren’t necessarily wrong in this environment… at least not entirely. 

However, history rarely rewards the obvious play. You know as well as I do that the biggest fortunes aren’t made by following the crowd. They’re made from beating the herd to the punch. 

And while the world fixates on gold’s past, something new is forming quietly under the surface — an evolution in how gold is owned, traded, and stored. 

Consider it gold without the weight or the middlemen ripping off a piece of your profits. But I’m not talking about paper gold or a speculative crypto proxy. 

It’s called NatGold. It’s an investment vehicle that’s different, real, and verifiable — and built perfectly for the modern age of technology.  

We’re not the only ones who see this shift coming, too. 

Behind the scenes, financial institutions, sovereign wealth funds, and even certain central banks are already experimenting with blockchain-based settlement systems tied to hard assets. 

Don’t get me wrong, the goal here isn’t to replace gold. 

Far from it, actually…

NatGold’s purpose is to unlock it!

And when that floodgate opens, investors who are positioned early will find themselves holding onto something people have been trying to attain for 6,000 years — gold’s true value.

Unfortunately, the truth is that most investors won’t see it coming until it’s too late — again. By the time the media hype finally catches on to what digital gold really represents, the window will have started to close.

That’s why we’re already looking ahead.

I’ve laid out the full details for you — at no cost to you — right here. 

Until next time,

Keith Kohl Signature

Keith Kohl

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A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing’s Energy Investor and Technology and Opportunity.

For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology.

Keith’s keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith’s Topline Trader advisory newsletter.

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