Historically, these are the perfect conditions for a sustained Gold Supercycle. And Wall Street’s biggest banks are taking notice. With Trump’s renewed clashes with the Federal Reserve over rate cuts, policy uncertainty has become the new bullish catalyst for Gold, driving institutional flows to record levels.
Wall Street’s Hottest Macro Play: The “TACO Trade”
Among professional traders, one strategy has dominated the year – the TACO Trade.
The cycle is as profitable as it is predictable. Trump announces massive tariffs, markets panic, equities sink, the dollar weakens and Gold surges on safe-haven demand. Then, within days, the White House pivots – softening the rhetoric, delaying implementation, or hinting at negotiations. Markets rebound, traders lock in windfall profits and the cycle resets.
As Hansen explains, “Buy the tariff panic. Ride the rally. Sell into the reversal. Then reload for the next Trump tweetstorm. It’s volatility on demand – and Gold thrives on it.”
Countdown to $5,000: The Most Explosive Gold Bull Market in Decades
Gold has just surged above $4,100 an ounce for the first time in history – doubling in barely two years and outpacing Equities, Bonds, and Real Estate by extraordinary margins. With year-to-date gains of 54%, the yellow metal has cemented its role as the ultimate hedge in a world on edge.
In response, The Gold & Silver Club has raised its official price target to $5,000 an ounce, calling it a “conservative base case” for this cycle.
“The $5,000 milestone isn’t a question of if, but when,” says Hansen.
Wall Street consensus is converging fast: Q4 2025 will go down as the quarter Gold broke into uncharted territory. For traders, the setup is asymmetric, generational and unfolding in real time.
As Hansen concludes, “Gold at $5,000 is no longer a bold prediction – it’s a high-conviction call.” The only question is whether you will seize this opportunity before the breakout leaves you behind?
