The Gold Playbook
Why the smartest money on earth is buying gold.
Central banks have spent the last three years quietly buying gold at a pace not seen in half a century. Most people have no idea it is happening, and almost nobody has explained what it means for an ordinary portfolio.
This is the free guide I wrote to fix that. No hype, no doom, and nothing you cannot check yourself.
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What Is Inside
Who Is Actually Buying
Which central banks are adding gold, how fast, and how their reserves are split today. China holds 2,346 tonnes, yet gold is still only 8% of its reserves. America sits at 81%. That gap is the whole story.
What They Are Selling To Buy It
Gold does not get bought in a vacuum. Something gets sold to pay for it, and in China’s case that has been US government debt, now at its lowest level since 2008.
What It Means For You
How to think about gold as one part of a long-term portfolio rather than a bet, what it is genuinely useful for, and the honest case against holding too much of it.
Nick Bencino Finance provides educational content only. Nothing here constitutes investment advice, a recommendation, or an offer to buy or sell any security. All investing involves risk, including possible loss of principal. Consult a licensed financial adviser before making investment decisions. Past performance is not indicative of future results.
