Gold is surging, the S&P is plunging, and bonds are breaking their usual alignment with gold.
Something big is happening, and in today’s video, I’ll break down what’s driving these moves—and what it could mean for your portfolio.
Here’s what I’ll cover:
Why gold and bonds are suddenly breaking up—and what that could signal for the broader market.
The hidden battle over the Chinese yuan: Could currency intervention be fueling gold’s parabolic rally?
The curious case of skew levels: What the elevated hedging activity is quietly telling us about crash risks in the S&P.
Reciprocal tariffs and the Fed’s dilemma: Is the dollar at risk of a significant devaluation?
Why interest-rate-sensitive sectors like real estate and utilities are crumbling—but gold refuses to follow the script.
The MAG 7 trap: My bold prediction for why the market’s top tech names could underperform in 2025.
And here’s the kicker: I’ll show you how to navigate these volatile markets, identify opportunities, and manage risk—whether gold keeps climbing or reverses sharply.
P.S. If you’ve ever wondered what happens when foreign nations dump U.S. treasuries—or why gold might be the ultimate safe haven—this is your chance to find out. Watch the video now.
Catch you in the video,
Brandon Chapman
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