The End of Gold | How the Safest Asset on Earth Broke in the Middle of a War
Think SchoolAugust 13, 202600:11:40

The End of Gold | How the Safest Asset on Earth Broke in the Middle of a War

If you are a copyright owner and believe your work has been used improperly, please contact us at writers@thethinkschool.com for prompt removal or credit.

VIDEO INTRODUCTION:
Ladies and gentlemen, something SHOCKING just happened in the world's biggest financial market. Some of the biggest banks on Wall Street JP MORGAN, HSBC, GOLDMAN SACHS are all predicting that GOLD is about to rise 30 to 40 percent to hit $6,000 per ounce by the end of 2026. And on the surface, this makes NO SENSE at all. Because just look at what happened in the last 6 months. In January 2026, gold hit an ALL-TIME HIGH of $5,602. Then it started CRASHING. By June, gold had FALLEN by 30% to $3,942. And here's the CRAZY part this crash happened DURING a WAR. Normally, every time a war breaks out, gold prices SHOOT UP because gold is the world's safest asset. This has been the case for 50 YEARS. But this time, when the IRAN-US conflict escalated, when the Strait of Hormuz was BLOCKED, when the world PANICKED GOLD CRASHED.
So the SAFEST asset on Earth just CRASHED in the MIDDLE of a WAR. And now the biggest banks on Wall Street are saying it's about to SKYROCKET again. This is one of the biggest FINANCIAL PARADOXES of 2026 and understanding it will change how you think about money forever.
So I went down a rabbit hole. I read the WALL STREET JOURNAL, the FINANCIAL TIMES, JP Morgan's research notes, and the WORLD GOLD COUNCIL's data to understand what is REALLY happening. And what I found will SHOCK you. On July 9th, 2026, the US government held a 30-year Treasury bond auction that touched a yield of 5.058% the HIGHEST since 2007. This means the US government is now paying investors 5.058% GUARANTEED every year for 30 YEARS just to hold their bonds. So when investors had a choice between GOLD (which pays NOTHING) or a US TREASURY BOND (which pays 5.058% guaranteed), they DUMPED gold. In JUNE alone, $8.9 BILLION was pulled out of gold ETFs worldwide gold's WORST quarter since 2013. But here's the CRAZY twist. Every seller needs a BUYER. So who was buying all this gold that investors were dumping? The CENTRAL BANKS of the world. POLAND bought 51 tonnes. CHINA bought 33. Uzbekistan 16. Kazakhstan 15. Altogether, central banks bought 288.9 TONNES between April and June 62% MORE than the same quarter last year. And when the World Gold Council asked them WHY, 74% of them said the SAME thing that FIVE YEARS from now, the US DOLLAR will hold a SMALLER share of the world's reserves than it does today. Think about how STRANGE that is. Investors are SELLING gold because it earns NOTHING. Central banks are BUYING gold because it OWES nothing to anyone. Two of the smartest groups in the world are taking OPPOSITE bets. And only ONE of them can be right.
So in this case study, I want to answer three questions that will change how you think about MONEY, GOLD, and the future of the world's financial system. Why did GOLD crash 30% in the middle of a WAR when history says it should have skyrocketed? Why are the CENTRAL BANKS of Poland, China, Uzbekistan, and Kazakhstan secretly BUYING gold at record levels while retail investors are DUMPING it? And most importantly as an INDIAN investor, should YOU BUY or SELL gold today? Because the answer to that question could decide the fate of your family's wealth for the next decade.


Our Best Indian Business Case Studies:
1. Dhirubhai
https://youtu.be/bSx6hDjALkQ?si=wE6PGMgiv7PpHdla
2. Milky mist
https://youtu.be/-98fnc4VAo8?si=NtKHTWjvtr_9V8ne
3. Old Monk
https://youtu.be/GQPymbqa08A?si=BXhcZhDPXt9wTxO4
4. Waaree
https://youtu.be/T1PLEPTbXc4?si=3VbRKyBnd-3Trfqt
5. Blinkit
https://youtu.be/OGs2YsqvWDg?si=bZ_AqkdGEsl2X3xW


✅Study Materials:
https://www.lbma.org.uk/prices-and-data/lbma-precious-metal-prices

https://www.whitehouse.gov/omb/information-resources/budget/historical-tables/

https://www.gold.org/goldhub/research/gold-demand-trends/gold-demand-trends-q2-2026/central-banks#from-login=1&login-type=google

https://www.gold.org/news-and-events/press-releases/central-banks-set-step-gold-buying-over-next-year#:~:text=74%25%20of%20respondents%20expecting%20the%20dollar%27s%20share%20of%20global%20reserves%20to%20be%20lower%20in%20five%20years.

https://www.jpmorgan.com/insights/global-research/commodities/gold-prices#:~:text=J.P.%C2%A0Morgan%20Global%20Research%20forecasts%20prices%20per%20ounce%20to%20average%20%246%2C000/oz


Think School is a Digital School that we all deserved, but never had
►►Check out Think School's Online courses: https://www.thethinkschool.com



#thinkschool #businesscasestudy #geopolitics

Credits: CNN-News 18, WION, NBC News, Money control pro, Business standard, TV18,Business Today, ABC news, CNBC, ET now ,Bloomberg originals, Financial Times, DW documentary, AL Jazeera English, BBC news, Firstpost.