Why Gold’s Rally Is Reshaping the Way Investors Think About Risk

Why Gold’s Rally Is Reshaping the Way Investors Think About Risk

The 60/40 Portfolio Is Over, Here’s Who’s Leading the 60/20/20 Revolution

As gold breaks records above $4,300, the traditional 60/40 portfolio is officially on notice. Analysts like Todd Rosenbluth from VettaFi and Steve Schoffstall from Sprott are championing the rise of a 60/20/20 strategy, where alternatives like gold, bitcoin, and silver replace half of the bond allocation.

According to the World Gold Council, gold ETFs like SPDR Gold Shares (GLD) and iShares Gold Trust (IAU) saw record inflows of $11 billion in September alone, with Sprott estimating total investor movement into gold funds topping $38 billion this year.

Meanwhile, the iShares Bitcoin Trust (IBIT) has taken in billions, proving crypto is here to stay in diversified portfolios. Even as First Brands’ bankruptcy rattled private credit markets, hard assets like gold and silver continue to prove their resilience.

The new investing era has arrived, anchored not by bonds, but by bullion, bitcoin, and belief in real value.

“They Can’t Be Trusted with the Global Supply Chain,” Says Bessent

“They Can’t Be Trusted with the Global Supply Chain.” – U.S. Treasury Secretary Scott Bessent

In a press conference that reverberated through Washington and beyond, Scott Bessent, joined by U.S. Trade Representative Jamieson Greer, condemned China’s sweeping new export controls on rare earth minerals, materials essential to producing AI semiconductors, electric vehicles, and advanced defense systems.

Bessent called the move “economic coercion,” warning that it gives Beijing control over the backbone of the global economy. “This is China versus the world,” he said.

President Donald Trump has reiterated that the U.S. “wants to help China, not hurt it,” while President Xi Jinping’s government insists the measures protect national security. But markets tell another story, rising rare earth prices, supply chain uncertainty, and a renewed push by the U.S., Canada, Australia, and Japan to secure alternative supplies.

As the balance of global power shifts beneath our feet, the question is no longer if the world will decouple from China’s mineral dominance, but how fast it can.

Plaza Feature: China Tightens the Screws: The New Front in the Rare Earth Trade War

The U.S.–China trade war just entered its rarest phase yet.

Beijing’s expanded export restrictions on rare earths and antimony are shaking global markets, and rewriting the geopolitics of critical minerals.

China controls roughly 70% of rare earth mining and 90% of processing, while Washington retaliates with 100% tariffs on Chinese imports.

Stocks like MP Materials (NYSE: MP), Critical Metals Corp (NASDAQ: CRML), and USA Rare Earth Inc (NASDAQ: USAR) have surged as the West scrambles for independent supply.

While, Military Metals Corp (CSE: MILI; OTCQB: MILIF) is emerging as a strategic North American player after strong antimony results from its West Gore project in Nova Scotia.

As gold hits records, antimony prices surge 192%, and JPMorgan commits $10 billion to U.S. industrial resilience, it’s clear this isn’t just a trade dispute. It’s a full-blown resource reset.

Kalo Gold’s Bonanza Breakthrough: Fiji’s New Gold Frontier?

Kalo Gold Corp. (TSXV: KALO) has just made one of Fiji’s most significant gold discoveries in years.

From the heart of the Pacific, Kalo’s latest drill hole VA25-DH11 returned 22.12 metres grading 12.80 g/t Au, including 10.05 metres at 25.10 g/t and 1.00 metre at 83.30 g/t at the Qiriyaga Complex within the Vatu Aurum Project.

President & CEO Terry L. Tucker, P.Geo., called the result “a significant step forward” validating Kalo’s diatreme-margin targeting model and confirming a high-temperature epithermal system.

With sixteen additional targets identified across the Aurum Epithermal Field, this breakthrough could mark the start of a district-scale discovery in one of the Pacific’s most underexplored gold frontiers.

The Latte Learns You: Starbucks’ AI Barista Is Always One Sip Ahead

Starbucks isn’t just brewing coffee anymore, it’s brewing the future.

In a revealing conversation with Yahoo Finance’s Brian Sozzi, Starbucks CEO Brian Niccol shared how the company’s new AI barista assistant, “Green Dot,” is reshaping operations and anticipating customer orders before they’re even made.

From predictive ordering to smart store tech and revamped cafés, Niccol’s Starbucks is evolving into a seamless blend of craft, community, and code.

Under his leadership, Starbucks isn’t just serving coffee, it’s redefining what customer experience means in an AI-powered world.

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