WSJ MarketWatch: Gold's Rise Above $5,000 Shows Why It Should Be In Every Investor's Portfolio Gold is the hedge against economic and geopolitical risks that can't be diversified any other way. Markets see that trade and alliance arrangements have become less airtight and more political.. Jan. 26, 2026. Gold is absorbing risk that markets are no longer confident can be diversified away.. Gold has topped $5,000 an ounce. Now what? Because at $5,000, the story stops being about a higher gold price and starts being about what markets are hedging against.. I wrote in mid-November that gold prices above $4,000 will open the door to $5,000. But with gold now at that milestone, investors need to consider a different issue: not the price at which gold trades — but the price at which it's being held. The reason for this shift is not simply data on inflation, nor is it data on inflation expectations. It is a shift in how markets view policy risks.. Investors realized their portfolios were underhedged against sudden policy shocks — and that those shocks can arrive faster than positioning can adjust.. European leaders didn't only make declarations; they also delayed trade engagements and signaled resistance. This matters, as it increases the likelihood that policy conflict will be structural, not episodic. ** Information contained within this email should not be construed as Legal, Accounting, Tax or Investment advice. Patriot Gold Group is a Gold & Silver Dealer, representatives are NOT Licensed Financial Planners and do NOT give investing or tax advice. | 
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