In Uncertainty We Trust: Gold Shines in a Confused Market

From Tariff Turbulence to Tech Tumbles: Why Gold Is the Ultimate Safe Haven

The stock market is a mess, and the news cycle isn’t helping. One minute, Trump slaps 25% tariffs on Canada and Mexico, along with 10% on China. Then he delays some of them, keeping investors guessing.

Markets hate uncertainty, and right now, that’s all they’re getting.

Last week tech stocks took a hit after China’s DeepSeek AI model dropped, sending names like Nvidia lower.

Oh, and Canada and Mexico are now talking retaliation, but no one knows what that looks like yet.

And as I write that, tariffs are now delayed and the market is rallying.

Meanwhile, Bitcoin’s been getting smoked, dipping under $92K and dragging crypto related stocks with it.

The Fed?

They’re playing it “safe”, holding rates steady while trying to figure out what all of this means for inflation which is also spooking the market.

But here’s the real takeaway: when confusion reigns, capital looks for safety. And what’s looking better by the day?

Gold…

Forget the noise. The trend is clear. Gold keeps pushing higher while stocks chop around.

That tells you everything you need to know.

So let’s focus on what the market is telling us.

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I've been asked to review my presentations from last week in NYC, so I'll be going over them this week.

Let's start with the first one.

Here’s what the market is signaling.