The Guardrails Are Gone — and Gold Is Sounding the Alarm

Could this be the clearest signal yet that the global financial system is slipping off the rails? Gold’s 50% surge in less than a year isn’t a “bull market.” It’s a warning flare.

When gold blasts through $4,000 an ounce, it’s not because investors are “optimistic.” It’s because they no longer trust the system holding their wealth. As economist John Doody told Daniela Cambone, “There are fewer economic guardrails than ever before.”

And this time, gold’s rise isn’t taking four years — it’s taking nine months.

Chaos in Washington, Confidence in Gold

Doody calls the president “Commander Chaos,” pointing to policy confusion and erratic leadership as key catalysts.

• During Trump’s first term, gold gained 55%, while the U.S. dollar fell 11%.

• In his second term, gold has already surged 50%, while the dollar is down 9% — and it happened in record time.

This is what happens when “guardrails” — fiscal discipline, consistent policy, and institutional trust — start collapsing.

When the dollar loses credibility, investors don’t wait for Congress to act. They seek refuge in tangible assets that governments can’t print.

Central Banks Are Voting with Their Gold Reserves

Even central banks are losing faith in the dollar. They now own more gold than U.S. Treasuries.

Doody points out that much of this shift isn’t just from buying more ounces — it’s from gold’s soaring price. Still, it signals something seismic:

• Emerging-market banks and BRICS nations are accumulating gold faster than ever.

• The dollar’s role as the global reserve currency — established in 1944 at Bretton Woods — is “only half dethroned.”

If it took 150 years to replace the British pound, the dollar is now halfway down the same road.

“Is It Too Late to Buy?” — Not Even Close

For those wondering if they’ve missed the move, Doody’s answer is blunt: “You have to be involved in this market.”

Unless Washington radically changes course, the forces driving gold higher — deficit spending, policy chaos, and dollar weakness — aren’t going away.

Doody’s model portfolio is up 160% this year, while gold itself is up 50%. But he warns, this isn’t just about chasing returns — it’s about preserving purchasing power in an era where the dollar buys less every month.

Silver, Copper, and the “Poor Man’s Gold” Effect

Even though Doody admits he’s “not a silver bull,” he acknowledges silver’s role as a shadow to gold. When gold moves, silver follows — and so do other hard assets like platinum, palladium, and copper, all surging on the same inflationary winds.

Copper’s price near $5 a pound underscores the global shift toward real assets over paper promises.

Wall Street’s Denial Is Cracking

Doody recalls being mocked on CNBC — the same network now dedicating daily segments to gold. For decades, “gold bugs” were fringe. Now, they’re front-page news.

But here’s the real test: Mainstream adoption doesn’t mean safety. It means desperation. When the average investor finally notices gold, the smart money is already positioned.

Doody’s take? “Gold still has a long way to go.”

Gold & Silver: The Last Real Guardrails

When the guardrails of fiscal responsibility, political stability, and monetary restraint break down, gold and silver become the only true anchors of value.

Physical metals are more than an “investment.” They’re a form of financial self-defense:

• Gold vs. Dollar: Gold rises as the dollar falls — a 50-year pattern that’s accelerating.

• Wealth Preservation: Gold and silver are tangible assets immune to policy chaos.

• Inflation Hedge: With inflation projected near 3%, real assets remain the only line of defense.

When everything else feels unhinged, gold is gravity.

Conclusion: The System Is Breaking — But You Don’t Have To

The U.S. economy is drifting toward recession. Leadership chaos, inflation, and de-dollarization are eroding confidence at every level.

But those who understand history know — each time fiat trust breaks, gold asserts itself.

The question isn’t whether the guardrails will hold. It’s whether you’ve built your wealth outside the system before they finally give way.

About ITM Trading

ITM Trading has over 28 years of experience helping clients safeguard their wealth through personalized strategies built on physical gold and silver. Our team of experts delivers research-backed guidance tailored to today’s economic threats.

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