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    Fed rate hike cycle ending – my thoughts on what it means for gold

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    Key Takeaways
    • Been tracking the Fed’s signals like a hawk these past few weeks, especially with all the talk about them hitting the brakes on rate hikes.
    • For someone like me who's got a significant chunk of my 5M+ portfolio tied up in physical gold and silver, this is huge.
    • I’ve personally been bracing for some pretty wild swings, but it feels like we’re finally reaching an inflection point.
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    Been tracking the Fed’s signals like a hawk these past few weeks, especially with all the talk about them hitting the brakes on rate hikes. For someone like me who's got a significant chunk of my 5M+ portfolio tied up in physical gold and silver, this is huge. I’ve personally been bracing for some pretty wild swings, but it feels like we’re finally reaching an inflection point. I remember back in '08 when gold absolutely surged – felt like everything else was collapsing, but my stack in the safe stayed strong. Starting to get similar vibes here, though obviously different circumstances.

    My strategy has always been diversification and hedging against inflation, and frankly, government policy screw-ups. The high interest rates definitely put a damper on gold’s usual shine, since bonds become more attractive. But flip that on its head: if the Fed pauses or, even better for us gold bugs, starts cutting rates next year – which I’m seriously betting on – that's when gold historically performs. We're talking lower opportunity cost for holding non-yielding assets, and let's be real, continued inflation worries aren't going anywhere. My Gold IRA is looking quite good right now.

    I’m particularly curious to hear what other serious long-term investors are doing. Are you guys accumulating more during this potential pivot, or are you waiting for more definitive signs? I’m here in Scottsdale, always keeping an eye on the market, and feeling pretty good about my positions. My gut says we're about to see gold really shine again as these macroeconomic pressures ease up on it. What's your take on the actual price action we can expect in the next 12-18 months?

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    gary_stewart📊Growing (50-100k)

    Interesting take. When you say "bracing for some p", were you expecting upward or downward pressure on gold, and why? Curious to hear your reasoning given it's such a big chunk of your portfolio.

    Comments (3)

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    diane_bailey💰Established (100-250k)Real Investorless than a minute ago

    Totally feel this. I've got a similar setup with my own gold and silver holdings, and the Fed news has been top of mind. I actually bought a decent amount more back in late 2022 when everyone was still convinced rates were going way, way up. Felt a bit like I was swimming against the current at the time, but it's looking like a decent play now if they do pivot soon. Interesting times!

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    gary_stewart📊Growing (50-100k)less than a minute ago

    Interesting take. When you say "bracing for some p", were you expecting upward or downward pressure on gold, and why? Curious to hear your reasoning given it's such a big chunk of your portfolio.

    1
    gary_stewart📊Growing (50-100k)less than a minute ago

    Interesting take. I'm not so sure the end of rate hikes automatically means a massive gold surge, though. A lot of the "Fed pivoting" talk has already been priced in, and if the economy slows down enough to warrant a pause, that could bring other headwinds for precious metals, like a stronger dollar if other economies are doing even worse. It's not a one-way street, IMO.

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