Fed's latest antics making anyone else rethink their allocations?

• •Honestly contemplating if the Fed’s recent talk is just more smoke and mirrors, or if there's actually a reason to adjust my gold allocation.
• •I’ve always been a heavy metals guy, especially after seeing how quickly things can unravel back in '08 from my old perch on Wall Street.
• •Used to be closer to 55%, but I rebalanced a bit last year.

Honestly contemplating if the Fed’s recent talk is just more smoke and mirrors, or if there's actually a reason to adjust my gold allocation. I’ve always been a heavy metals guy, especially after seeing how quickly things can unravel back in '08 from my old perch on Wall Street. Got a good chunk of my 2.5m retirement tucked away in physical gold and a bit in miners through my Gold IRA, probably north of 40% of my total portfolio. Used to be closer to 55%, but I rebalanced a bit last year.

Heard Powell yakking again about inflation and potential rate hikes later in the year, which historically isn't the best news for gold. But then you’ve got the geopolitical stuff brewing, and general market uncertainty that seems to keep a floor under things. I'm sitting here in my NYC apartment looking at the charts, and it’s a push-pull. I'm usually pretty confident in my long-term strategy, but these short-term signals are making me itch.

Anyone else feeling this tension? Are you guys buying the dip, holding steady, or even – heaven forbid – thinking about trimming some positions? Thinking about potentially adding another 50k to my current holdings if it dips below 2300 again, but I’m hesitant to overexpose myself even further, even if I believe in the asset class. What's your gut telling you?

Always appreciate the collective wisdom here. Sometimes it's good to just bounce ideas off people who aren't trying to sell you something or have a vested interest in your trades.