Blain’s Morning Porridge Oct 22nd 2025 – As long as there is instability and uncertainty there will be the Yellow Metal

Blain’s Morning Porridge Oct 22nd 2025 – As long as there is instability and uncertainty there will be the Yellow Metal“Let every nation know, whether it wishes us well or ill, that we shall pay any price, bear any burden, meet any hardship, support any friend, oppose any foe to assure the survival and the success of liberty..”Gold Prices stumbled earlier this week. It is a bursting bubble? Nope. Markets will remain uncertain – while the world’s geopolitical polarity is shifting Gold remains the safe-haven play. That shift is being accelerated by events as the stability that fuelled the last 80 years of growth is undermined by bad politics and division.Much of the Financial Commentariat was determined to bury Gold yesterday – hailing the 6% price tumble as the start of an inevitable rout, a sign of a massively over-bought bubble bursting, and (inevitably) there was a shout from the crypto-crypt in the dank basement about its time as a safe-haven being over.. Whateva…It was a correction, and suggests the Gold market might have got ahead of itself. Watch what the 200 day moving average does, or read the headlines, but ask yourself: did anything really change? Nope.6% moves up and down are not uncommon across markets these days. There are some very clever teenage stock pickers who understand the complexities of current tech, know what the jargon and letter-salad of initials actually mean, and opine with such confidence on the golden future of AI abundance. They are probably somewhat frustrated the world’s oldest asset has been getting all the headlines recently… How very dare the Yellow Metal think it can still dominate markets!But the reality remains… we live in increasingly uncertain times. Although Indian farmers may already have bought their daughters all the gold bangles they will need for the coming wedding season, and Chinese investors are worried about new margin requirements on gold investments… the World is not getting any more secure.It is certainly becoming more polarised – not just in politics, but in terms of how market analysts are reading the tea leaves. We know Central Banks now hold more gold in value than they do US Dollars – which is a sure sign of something fundamental happening…. (And if you don’t know what… then may I humbly suggest you get off the bench and actually buy a very reasonably priced £10 per month Morning Porridge subscription.)Here is a link to the story on the Morning Porridge Website

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