Positioning Over Prediction: When Analysis Meets Reality

jeter795
Dec 14, 2025
2 min read

When we first sounded the alarm about the coming monetary shift, gold was hovering around $3,200 and silver near $30. Institutional giants like Goldman Sachs and JPMorgan were cautiously forecasting gold might reach $3,000–$4,000 by 2025 — and silver could flirt with $50 under ideal conditions.

Fast forward to today, late 2025: Gold is over $4,300. Silver has passed $63. Our thesis didn’t just play out — it outpaced Wall Street.

📉 Institutional Forecasts: Too Cautious, Too Late

Goldman Sachs predicted gold could rise to $2,500–$3,000 by 2025.
JPMorgan offered a bullish scenario of $3,200.
Citi cautiously projected gold at $3,000 in a stagflation environment.
Silver was seen as capped near $50, if industrial demand surged.

These predictions were based on traditional models: inflation, rate cuts, and moderate de-dollarization. But they largely ignored a much deeper reset already underway.

🧭 Our Thesis: Repricing, Not a Rally

From the beginning, we emphasized that gold and silver weren’t just assets. They were monetary anchors in a failing fiat regime. Our forecast integrated:

BRICS-led de-dollarization
Central banks hoarding gold at record levels
Trust erosion in sovereign debt and Western fiscal policy
Political fragmentation and currency mismanagement

And critically, we highlighted what the institutions didn’t dare say: The system isn’t inflating — it’s breaking.

🌍 The Shift Beneath the Surface: France, Africa, and the End of Empire

While analysts focused on CPI and Fed dots, we tracked something deeper:

France’s global decline — losing its influence in West Africa, facing internal fiscal collapse, and becoming a welfare-dependent member of the EU.
Africa’s revolt against colonial monetary systems — ejecting French troops, rejecting the CFA franc, and reclaiming gold-backed sovereignty.
Resource nationalism — reducing gold flow to the West, tightening global supply as BRICS nations stockpile.

This wasn’t just a price story — it was a power story.

📈 The 2026 Outlook: What Comes Next?

Now that gold and silver have broken free of institutional ceilings, what’s next?

Asset	Conservative	Baseline	Strategic Repricing
Gold	$6,500	$8,000	$10,000+
Silver	$90	$130	$200+

This isn’t a market prediction. It’s a rebalancing of trust. Fiat is no longer king. Gold is no longer "barbaric." And silver is no longer an industrial footnote.