Thanksgiving Week Special + Market Updates
America’s $38 trillion debt has investors worried because the debt-to-GDP ratio is now about 120%. JPMorgan says the most likely path out of this burden won’t be the politically unpopular sharp spending cuts or big tax hikes, but a slow, deliberate shift toward higher inflation and lower real interest rates. This approach, known as financial repression, would gradually shrink the debt’s real value but could require weakening the Federal Reserve’s independence. While the Trump administration has pursued limited savings and out of the box revenue ideas like “gold card” visas and expanded tariffs, these efforts barely dent the long-term problem. In this environment, it’s worth noting that periods of rising inflation and falling real interest rates have historically been highly supportive of higher gold prices.
Meanwhile legendary investor Jeffrey Gundlach warns that the U.S. stock market is in a full-blown “mania,” driven by extreme valuations and speculation around AI. Gundlach believes the environment is risky enough that investors should sharply reduce their exposure to traditional financial assets. Instead, he argues gold has become a true “real asset class,” attracting serious investors and outperforming other assets over the past year. He recommends sizable allocations to gold and cash. Gundlach suggests cutting equity exposure to no more than 40% and bonds to about 25%, shifting the rest to real assets because he sees today’s market as unusually fragile and vulnerable to a major downturn. This outlook is echoed by other global fund managers who are concerned about an AI-driven bubble and broader economic risks.
As we head into Thanksgiving week, Goldline has a Thanksgiving special valid for only three days, as our offices will be closed Thursday and Friday to observe the holiday. You have the opportunity to purchase PCGS or NGC graded MS-65 1924 $20 Saint Gauden gold coins at a special discounted price. Please note, inventory is limited and likely to sell out quickly.
Call 800-827-4653 to take advantage of this deal.
Below you can find news that may be influencing your investment decisions.
