Geopolitical Instability and Gold: My Take From 15 Years In, What's Next?
- •Watching the news lately, it’s hard not to feel like we’re right back in 2020 all over again, but with a different flavor of crazy.
- •The Middle East situation, Ukraine still grinding on, global supply chains feeling shaky… it just screams “flight to safety” to me.
- •I’m thinking about adding another 50-75k in the next quarter if we see any dips, especially with the dollar looking a bit wobbly.
Watching the news lately, it’s hard not to feel like we’re right back in 2020 all over again, but with a different flavor of crazy. The Middle East situation, Ukraine still grinding on, global supply chains feeling shaky… it just screams “flight to safety” to me. I’ve been in gold for 15 years now, started really digging in around the tail end of the ’08 crisis, and it feels like every time the world gets a bad case of the nerves, gold shines.
My portfolio’s sitting around the $750k mark, maybe 30% of that is in physical gold and silver, mostly in my IRA with a decent chunk of numismatics I’ve collected over the years. I’m thinking about adding another 50-75k in the next quarter if we see any dips, especially with the dollar looking a bit wobbly. Us veterans of the oil patch, we see how quickly things can turn on a dime, and having a tangible asset that’s not tied to any single government’s whims just makes sense.
I remember back in 2014 when Crimea happened, gold had a decent little pop. It wasn't a rocket ship, but it held its value while other assets were getting bruised. And then again with Brexit, people were panicking, but gold investors had a pretty smooth ride. Sometimes it feels like the mainstream financial news just glosses over how much global uncertainty truly impacts precious metals. Are other folks seeing the same signals? How are you guys adjusting your allocations with everything going on?
I’m here in Dallas, Texas, and conversations around the drilling rigs are all about stability, and frankly, gold always comes up. It’s not about getting rich quick; it’s about preserving wealth when everything else feels like it’s on a rollercoaster. I’m genuinely curious what strategies others are employing right now given the sheer volume of geopolitical risks we’re facing. Are you front-loading your gold purchases, or holding back for a bigger dip?