Gold Prepares for New Record Highs

The latest reports from Bank of America (BofA) indicate that gold has begun gaining strong momentum at the start of 2026, with expectations that the ounce will reach $6,000 by spring.

Despite this rise, experts at Crescat (Crescat) believe that the size of the gold "bubble" remains very small compared to the legendary growth it experienced in the 1970s.

The key point here is that the gold-to-market capitalization ratio still remains at historically low levels, approaching 20%, far from the peaks of previous cycles, which means there is still room for significant upward movement.

Key data and forecasts for 2026:
• Bank of America analysts expect gold to reach $6,000 per ounce, driven by a historical pattern that saw increases of 300% in previous cycles.

• Investors still allocate a small percentage of their total assets to gold (around 2.8%) compared to stocks and bonds.

• Mine production is expected to decline by 2% in 2026, while central bank demand remains strong at approximately 800 tons annually.

• Continued inflationary pressures and expectations of a 75-100 basis point cut in US interest rates during the year.

Personally, I believe that the current calm before the upcoming price storm is the best time to reorganize the investment portfolio, especially with the increasing global debt.

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