When the Fed Breaks, Gold Buys the Dip

Marty Zweig had two golden rules for investors: The trend is your friend, and don’t fight the Fed. 

If you’re wondering why gold prices are hovering above $3,600 and eyeing new records, it’s because both rules are screaming the same thing: Buy! 

Well, the trend hasn’t broken, dear reader, and the Fed may start folding to political pressure — which is exactly what gold loves most. 

Today, we’re watching the quiet erosion of Federal Reserve independence happen in real time, and the market knows it. Love him or hate him, I don’t care, because nobody can deny that President Trump’s fingerprints are all over the latest rate cut — the Fed’s first cut in nine months, I’ll note —  and his appointees aren’t shy about broadcasting their loyalty. 

One even dissented on the grounds that the cut wasn’t big enough! It doesn’t take much critical thought to see where this is heading, and gold investors are the only ones getting rich from the script.

Let’s be clear: this isn’t some reflexive bounce or short squeeze; gold has been steadily climbing for years. 

Higher lows, higher highs, and no technical breakdown. The uptrend is intact, folks, and the fuel behind it just keeps stacking up. 

Think about it… 

The expectation of two more rate cuts before year’s end, telegraphed loud and clear by dovish Fed governors trying to curry favor with a president who has been on the hunt to fire any dissenting voices on the Fed, including Powell himself. 

The market’s already starting to price in this political theater, too. Bond yields are softening, the dollar is wobbling, and gold prices are soaring. 

Look, any time fiat credibility gets questioned, gold grows white-hot.

As you know, the analysts at Goldman Sachs didn’t mince words after suggesting that if Fed independence truly collapses, we could see gold at $5,000 per ounce. 

That’s not a prediction from some YouTube crank in their parent’s basement, it’s from one of the largest investment banks on the planet. They understand what happens when politics hijack monetary policy — we’ve seen this story play out in Turkey, Argentina, and more recently, the United Kingdom. 

And in each case, gold became the escape hatch for investors. 

But here’s what’s different this time — it’s happening in the United States. That shifts everything, because America has always been the global anchor for fiscal discipline, the last line of defense for a stable currency regime. 

So if that reputation goes out the window, when central bank autonomy turns into a campaign slogan, the dollar’s days as king are numbered. 

Gold doesn’t need to beat the dollar on fundamentals, it just needs to look like the sane alternative when everything else goes off the rails.

Meanwhile, demand for the boomer rock is exploding at every level. Central banks aren’t just dipping their toes in — they dove headfirst into the bullion pool, and they can’t stop themselves from buying 

Recently global central banks have increased their net gold purchases year over year, with China leading the charge. In fact, Swiss gold exports to China surged 253% in August, even as exports to the United States cratered by 99% after the latest tariff shock.

You don’t need a PhD in macroeconomics to understand what that means. China is dumping dollars and stockpiling gold at a pace we haven’t seen since Bretton Woods. 

They aren’t alone, either. India, Turkey, Kazakhstan, and a host of other nations are adding to reserves like they know something the rest of us don’t — or maybe just something we’ve forgotten. That is, that gold is the only asset with no counterparty risk. 

Just pure, unadulterated wealth.

Let’s zoom out for a second, shall we?

Despite occasional pullbacks, gold has delivered one of the best-performing years among major assets. It outpaced the S&P’s returns, crushed the bond market, and even kept pace with the latest crypto rally. 

And keep in mind that it’s done all this without any of the frothy speculation or gimmicks. 

There’s no meme-stock frenzy behind it, no influencer campaigns… just decades of accumulated trust and 5,000 years of monetary history backing its value. 

Even when short-term traders take profits like they did right after the Fed cut was announced, the long-term picture hasn’t changed. The trend is still pointing up, and unless we see some miraculous resurgence in interest rates (spoiler: we won’t), there’s no reason to believe this rally is close to over. 

If anything, the floor is rising, and the ceiling is being rebuilt higher with each geopolitical shock, each central bank purchase, and each speech from a Fed governor trying to keep their job.

That’s what makes this moment so critical, because while everyone else is either distracted by elections or trying to guess the next rate cut like it’s bingo night, the smart money is locking in its exposure to the one asset that’s been quietly rewriting the rules — not just in price, but in form. 

You see, gold in 2025 isn’t just a static boomer rock anymore. It’s evolving, and we may be looking at the rise of digital gold, where for the first time, investors have access to NatGold that is backed by verified in-ground gold reserves — not a paper IOU, not a mining stock proxy, and not some random crypto coin with a shiny name and no substance. 

NatGold is exactly what it sounds like: a native gold token that marries the proven value of hard assets with the flexibility and transparency of blockchain technology. 

Think of it as the bastard child of Mansa Musa and Satoshi Nakamoto. 

In today’s market, where assets are increasingly digital, NatGold represents the natural evolution. It inherits the gravity of gold and the mobility of crypto, all rooted in real value. 

So yes, the trend is your friend (never forget that trading axiom!), and if you’ve been watching that gold march from $1,200 to $3,600 without blinking, then you already know where it’s heading next. 

The only question is whether you’re still waiting to get on board, or if you’re planning on sitting out on the sidelines for this next historic run for gold. 

NatGold is here, and it’s built for the individual investors like us who see through the noise — the ones who remember Zweig’s second rule: don’t fight the Fed. 

Because this time, the Fed is fighting itself…

And gold is winning.

Click here to learn the full details behind NatGold, and how you can reserve your tokens at no cost to you today.