I've never seen Goldman Sachs do this before

Goldman Sachs raised their gold target three times in four months. Now they're calling for $3,700 by December.

Central banks completely changed their gold strategy after Russia's reserves got frozen in 2022.

Before that, they were buying a modest 17 tonnes monthly, but today they're grabbing 70 tonnes every single month like their financial lives depend on it.

They're panicking.

When you run the numbers, 70 tonnes monthly becomes 840 tonnes annually from a market that only produces 3,000 tonnes per year.

Central banks now consume 28% of all global gold supply, and that metal disappears from the market forever.

Gone. Forever.

The $600 Billion Wave About to Hit

Goldman admits ETF holdings equal just 1% of US Treasuries and 0.5% of the S&P 500's market cap.

They predict a "small rotation" would boost gold.

So, run the real numbers with me.

A 2% shift from stocks to gold ETFs injects $600 billion into a $15 trillion gold market, creating a 4% demand shock overnight.

Commodity markets turn 4% supply shocks into 40% price explosions. In many past commodity squeezes.

But when Fed rate cuts make 5% Treasury yields disappear, these investors will scramble for alternatives, and the resulting squeeze will be spectacular.

Pay Attention to Three Triggers Goldman Buried Deep

Trigger 1: Recession Spike

Goldman's own models show gold reaching $3,880 if we enter a recession, yet they treat this like some remote possibility.

The yield curve has been inverted for 18 months, commodities are crashing, and manufacturing has contracted for over a year.

Trigger 2: The Debt Spiral

They casually mention debt concerns could add 5% to gold prices, pushing them to $3,250.

But when Treasury buyers eventually demand 8% yields to finance $35 trillion in government debt, gold won't politely rise 5% - history shows it doubles.

Trigger 3: "Peace Dividend" Profit

Goldman warns that a Russia-Ukraine settlement could trigger "temporary selling" in gold.

They just accidentally revealed what could be your last entry point - before institutional panic buying begins.

$4,000 Gold Could Look Conservative from Here

Physical demand from central banks has created an unbreakable floor under gold prices.

China could double their purchases tomorrow, and India might triple theirs next month. Financial demand will determine just how high we go.

ETFs have been dumping gold for 24 months straight, but when these flows reverse - and falling rates guarantee they will - history shows rallies average 50% minimum. From today's $3,245, that mathematics points to $4,867.

Goldman sees $3,700 because they're being cautious.

The math says $4,000+ because numbers don't need to be cautious.

Central banks understand what's coming.

The question is simple: will you position yourself before the crowd realizes what's happening?

I've identified two specific plays that could triple as this squeeze unfolds.

One controls deposits that nobody else can economically extract, while the other owns streaming rights the market hasn't properly valued yet.

The math is forcing everyone's hand. Don't let it force yours.

Regards,

Marin Katusa

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Disclosures/Disclaimers