Gold Rush Is Back — Are You In?

As institutions stock up on gold, investors should pay attention


30 May 2025 · Friday

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Good evening, WeekendInvestor

Today’s Daily Byte

It’s the end of the week and month, with a very dull week and no major moves. The market is waiting for a trigger; results have been decent, and a rate cut is anticipated. US news is largely discounted, as nothing from Mr. Trump’s statements gets executed. A new term, the ‘TACO trade’ (Trump Always Chickens Out), is now used for any order he announces. Overall, the market remains cautious and stagnant.

Reading Time : 4 Minutes

Mi EverGreen

This 20 stock portfolio selects large and mid cap stocks from the CNX200 index. It also has a fixed 25% allocation to Gold ETF as a hedge. It is rebalanced monthly.

Mi 35

This 35 stock - weekly rebalanced - rotational momentum portfolio is made up of the strongest stocks from the Smallcap 250 universe.

Why Central Banks Are Rushing to Buy Gold — And Why You Should Too

Central banks around the world are buying more gold than ever before. This growing trend signals a shift in how nations view financial security, especially during uncertain times. A look at gold’s historical role reveals that such patterns often precede major economic transitions.

Reading Time : 3 Minutes

The Momentum Podcast

This episode of THE MOMENTUM PODCAST features Manubhav, a third-generation real estate professional, sharing his unique journey navigating both worlds.

Discover:

FROM PROPERTY TO PORTFOLIO: Manubhav's transition from his family's established real estate business to exploring equity investments.


MARKET WISDOM: His candid experiences with market swings, including COVID-19's impact on his SIPs, and lessons learned from F&O and smallcase.


THE BIG COMPARISON: A fascinating look at real estate vs. equity returns, featuring real-world numbers from his family's 40-year property investment.


UNCOMMON INSIGHTS: Why gold is a family favorite and the surprising state of equity investing in smaller Indian towns.

Why Currencies Fall in a Recession and Gold Keeps Rising

Rising national debt can quietly reshape a country’s economy—and not for the better. When debt levels outpace GDP, the cost of interest becomes a burden, often triggering a cycle of currency devaluation. History shows this pattern clearly in the US, where the dollar has steadily lost value against gold. With central banks printing more money and inflation rising, this trend may only accelerate.

Reading Time : 3 Minutes

Portfolio Momentum Report

Your deep dive into two critical metrics to assess your portfolio’s potential:

1️⃣ Momentum Score: See what percentage of your portfolio is in high vs. low momentum stocks, giving you a snapshot of its performance and health

2️⃣ Weightage Skew: Discover if certain stocks are dominating your portfolio, affecting its performance and risk balance.

💡 Why it matters:

Weak momentum stocks can limit your gains, while high momentum stocks improve capital allocation, enhancing your chances of superior performance.

🎥 Watch this video to learn more : 

Get your Portfolio Momentum Report today and ensure your investments are positioned for success!

Gold Reserves: The Silent Shift in Global Finance


 

The Rise of Global Gold Reserves Outside the US

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