To The Moon

As I look at the recent post about gold hitting $3,900 per ounce and the speculation of it reaching $4,200 by mid-2026, I find it interesting but not something that's keeping me up at night. The post mentions the surge is tied to a potential U.S. government shutdown, with UBS even throwing out that $4,200 target due to geopolitical and economic uncertainty. I get why some might see gold as a safe haven, especially with all the global tension, but I tend to take these predictions with a grain of salt.

I'm not too worried about the government shutdown impacting the stock market in a major way. From what I've seen, these shutdowns usually have only a temporary effect—markets might dip or wobble for a bit, but they tend to recover once things stabilize. The idea of gold climbing for a fourth straight day and setting new highs is noteworthy, but I don't think it's a signal to jump ship from stocks just yet. I've been through a few of these cycles, and they rarely turn into long-term disruptions.

That said, the momentum in gold prices does make me pause and think. The post asks if the momentum could extend further, and while UBS's $4,200 call is bold, I can see why analysts might push that target given the current climate. Still, I'm not rushing to jump on board with a big gold investment. I like to ask myself questions before diving in, like whether this is a fad or a real shift, and right now, I'm leaning toward it being more of a reaction to short-term uncertainty rather than a new norm.

Honestly, I'm not fully on board yet. I'll keep an eye on how things play out, especially with the shutdown talk, but I'm not convinced this is the time to shift my strategy. I'd rather wait and see how the market absorbs this news over the next few weeks before making any big moves.

Overall, I'm staying cautious but calm. The gold hype is intriguing, and I'll definitely keep it on my radar, especially with UBS's forecast stretching into 2026. But with my view that shutdowns are typically temporary blips, I'm not planning to overhaul my portfolio just yet. I might revisit this if the situation escalates, but for now, I'm sticking to my current approach and watching from the sidelines.

$SPDR Gold Shares(GLD)$  $SPDR Gold MiniShares Trust(GLDM)$  

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