The Path to $5,000: Why $4,000 Gold Is Just a Step Away

Gold is rewriting the rules of global markets.

State Street Investment Management’s Head of Gold Strategy, Aakash Doshi, has declared $4,000 per ounce “inevitable” in Q4 2025, with a 75% probability of breaking through this milestone. Meanwhile, Goldman Sachs has raised its bull case to $5,000.

Driving this surge are over $10B in September inflows into ETFs like GLD and GLDM, strong central bank buying led by China, and the resilience of gold even as the S&P 500 trades at record highs.

Amid U.S. political uncertainty in Washington DC, gold has gained an “uncertainty premium” that investors are no longer ignoring.

The message is clear: gold is no longer just a hedge, it’s a core strategy.

Exclusively Featured on Plaza

Are commodities back? 

Tight supply, AI-driven demand, and Trump’s tariffs signal a boom.

🔹 Vicki Hollub (Occidental Petroleum) warns of oil shortages by 2025.
🔹 Robert Friedland (Ivanhoe Mines) calls copper demand “infinite” for EVs and tech.
🔹 Satya Nadella (Microsoft) notes AI’s metal hunger.
🔹 Russell Hardy (Vitol) sees oil steady at $70-80/bbl.

Freeport-McMoRan, BHP Group, ExxonMobil, Wheaton Precious Metals, and U.S. Steel are poised to lead. Copper, uranium, rare earths, nickel, lithium, gold, supply risks mount.

Dennis da Silva’s Picks to Ride the Commodity Supercycle

Dennis da Silva’s Picks to Ride the Commodity Supercycle

In a resource market defined by record-breaking gold prices, copper supply shocks, and industry shakeups, Dennis da Silva, senior portfolio manager at Middlefield Limited, has spotlighted his top picks for October 2025:

🔹 Tamarack Valley Energy (TSX: TVE | OTC: TNEYF)
🔹 Sitka Gold (TSXV: SIG | OTC: SITKF)
🔹 White Gold (TSXV: WGO | OTC: WHGOF)

From Clearwater oil efficiency to Yukon gold exploration backed by major shareholders, these companies capture the pulse of today’s commodity supercycle.

Investors looking to balance stability with explosive upside should keep these names on their radar.

Netflix Stock Sinks as Musk Fuels Cancel Campaign

Netflix is facing its toughest critic yet: Elon Musk.

Shares of Netflix (NASDAQ: NFLX) have dropped for four straight sessions after Musk urged his 226M followers to cancel the service, calling out its “woke agenda.” His comments targeted the animated series Dead End: Paranormal Park, sparking a broader cultural debate and fueling investor unease.

This is more than a content dispute, it’s a collision between Wall Street, streaming strategy, and the social influence of one of the most powerful voices online.

Will Netflix weather the storm or is Musk’s cancel campaign just beginning?

Drilling Dreams in Paradise: Kalo’s Fiji Gold Hunt Advances

Kalo Gold Corp (TSXV: KALO | OTC: KLGDF) has officially completed Phase 1 drilling at its 367 km² Vatu Aurum Project in Fiji. This milestone marks more than just meters drilled, it signals the opening chapter of a potentially district-scale gold story.

With 2,400+ meters of drilling, 2,400+ meters of trenching, and over 14,500 soil samples, the project is building momentum toward a discovery that could reshape Fiji’s mining landscape.

Pending assays in October will provide the first real test of gold continuity across the Namalau, Loma, and Buca Trends, as well as the diatreme-rich Qiriyaga Complex. President & CEO Terry L. Tucker says the groundwork validates a large, vertically preserved system with multiple pathways to mineralization.

This is one to watch closely.

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