Warren Buffett is sitting on $325 billion in cash – his largest hoard ever.
Not because he wants to – but because he can’t find value in the usual places.
Now, as US government spending spirals out of control, Buffett knows he’s losing billions of dollars to inflation.
That’s why I predict Buffett’s next investment will catch millions of people off guard.
It’s not another bank… railroad company… or more shares of Apple.
It’s a gold company. How do I know?
Because the math doesn’t lie:
You can buy the average gold developer for $30 and get back $13 a year —
That’s a 43% ROI annually.
Over 10 years, that’s $130 on a $30 investment.
Tell me where else Buffett can get that.
But there’s one specific miner Buffett likes best:
- It’s the best-managed major gold miner in the industry…
- Has massive cash flow…
- Is trading at a deep discount to fair value…
- Positioned at the heart of Trump’s new mining push…
Don’t wait for Buffett to reveal his position in his 13F filing on November 15th…
Right now, you have the chance to front-run the greatest investor of all time. Go here and I’ll give you the name and ticker – along with details on my top four small miners.
To your wealth,
Garrett Goggin, CFA, CMT
Chief Analyst & Founder, Golden Portfolio
P.S. A lot of investors write in to tell me how much they’ve made in Bitcoin. My reply? Good for you. First off, gold investing is cyclical. You really only want to own gold at one specific time in the cycle. That time is now. Second, the world’s governments are not buying Bitcoin. They’re betting on gold. All of them. Bitcoin (does anyone really know for sure the US government didn’t create it?) will be a good bet… until it isn’t. It may end up doing great. Or it may be eclipsed by any number of tech developments.
Meanwhile, gold will continue to do what it’s done for almost 6,000 years of recorded human history: Protect wealth through chaos. Go here if you want the name and ticker of Buffett’s likely gold play… and details on my top four miners
Banks Boost Gold Forecasts: One Sees +30% Bull-Case Potential
Written by Leo Miller. Published 9/22/2025.
Key Points
- Gold has been soaring, and banks see more room for the metal to run.
- With inflation still running relatively hot and the market expecting further rate cuts, gold might continue hitting new all-time highs.
- While most pin forecasts around the $4,000 mark, Goldman Sachs sees the potential for a much bigger move.
Over the past several years, so-called "gold bugs" have proven to be among the market's most vindicated investors. As of the September 19 close, the SPDR Gold Shares (NYSEARCA: GLD) exchange-traded fund has climbed nearly 118% over the past three years. Gold's spot price now trades around $3,680 per ounce, up from roughly $1,675 in 2022.
Several major investment banks are lifting their gold forecasts even higher. Below, we'll examine the key trends driving gold's gains—and why they look set to persist—then outline how high these analysts see the metal rising. We'll also highlight the most established ways to play a continued gold rally.
Inflation Remains Well Above Fed's Target, Further Cuts Loom
Defense Billions Flow Into Critical Minerals — Here's Why Gold's Key (Ad)
What do missile defense systems and gold miners have in common? More than most investors realize.
The United States has committed $175 billion to secure North America's skies. At the center of this push: the Golden Dome, a next-generation missile defense shield.
That's where one explorer enters the story.
One of the primary drivers of gold's recent advance has been persistent inflation, which remains far above the Federal Reserve's 2% target. High inflation erodes the real value of fiat-denominated assets. For example, if a U.S. dollar bond pays 5% nominal yield but inflation runs at 6%, the investor's purchasing power actually falls by 1%. The gap between nominal yield and inflation is known as the "real yield."
When real yields decline—or turn negative—gold becomes a more attractive store of value, especially as a "safe-haven" during economic or geopolitical uncertainty. In August, the Consumer Price Index (CPI), a key inflation gauge, rose 2.9% year over year. Despite this, the Fed has already trimmed its policy rate by 25 basis points to a 4.25%–4.50% range and markets are pricing in two more cuts in 2025. That suggests real yields could fall further, providing additional support for gold.
Analysts See 8% Average Upside, With Bull Cases Up to 30%
Deutsche Bank has raised its 2026 gold price target to $4,000 per ounce, citing former President Trump's repeated efforts to influence Fed policy. Trump appointee Stephen Miram was the lone Fed governor to vote for a 50-basis-point cut in September, even though fellow appointees Christopher Waller and Michelle Bowman did not.
Some investors fear that political pressure could prompt faster rate cuts, lifting inflation expectations and bolstering gold further. Similarly, Swiss bank UBS raised its forecast to $3,900 by mid-2026, pointing to negative real U.S. yields and heightened geopolitical risk. The Australian ANZ Group sees gold reaching $4,000 by June 2026.
Goldman Sachs projects a baseline of $4,000 per ounce by mid-2026 and a bull case of $5,000 if investors shifted just 1% of privately held U.S. Treasury assets into gold. Taken together, these forecasts imply upside ranging from 6% to 36%, with an average (excluding Goldman's bull-case) of about 8% upside for gold.
GLD, GDX and GDXJ Offer Different Ways to Play Gold
The SPDR Gold Shares ETF (GLD) remains the simplest way to track the gold price, though its 0.40% expense ratio slightly lags a direct holding of physical gold. For higher upside potential—and commensurate risk—investors can consider the VanEck Gold Miners ETF (GDX) or the VanEck Junior Gold Miners ETF (GDXJ), which hold portfolios of gold mining stocks. GDX focuses on large, established producers, while GDXJ targets smaller firms. Historically, GDXJ has offered greater upside (and volatility) than GDX, though both have delivered impressive total returns—214% for GDX and 226% for GDXJ—over the past three years.
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