# Gold · Cross-Asset
As of 2026-09-28 08:00 ET. Attributed views only. Mix is a count. Headge has no house view.

Mix: 22 Bull / 1 Neutral / 7 Bear. Mean sentiment +0.46.
By horizon: 1 Week 9 Bull / 6 Bear; 1 Month 17 Bull / 1 Bear; 1 Year 13 Bull / 1 Bear.
Catch-Up: Gold’s near-term setup is under pressure from a stronger dollar, rising yields and technical damage in $GLD, with some expecting fresh contract lows if the breakdown extends. The longer-horizon case remains constructive, but it rests on a different macro outcome: fiscal and inflation stress, financial repression, easier policy and a weaker dollar. The key tension is whether the current bond-market selloff keeps forcing liquidation, or eventually becomes the catalyst for gold.

## Views
- Luke Gromen · Bull · 1 Year · +0.70 · Gold has risen despite long-term rates climbing from 1.2% to 5.5%, reaching $4,100 from $1,700 and challenging conventional rate-driven assumptions.
  Source: https://x.com/S_Mikhailovich/status/2104696711583084594 · 2026-09-28
  Levels: target 4100.0
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- David Keller · Bear · 1 Week · -0.85 · Gold broke key $GLD support at 388 to 390 after a sharp gap lower, opening downside toward the 363 to 365 range.
  Source: https://www.youtube.com/watch?v=SaQzuutrB_M&t=1498 · 24:58 · 2026-09-28
  Levels: support 388.0; support 390.0; support 363.0; support 365.0
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Peter Schiff · Bull · 1 Year · +0.80 · Gold’s selloff from rising bond yields is misguided because inflation will outpace interest rates, driving real rates lower.
  Source: https://x.com/PeterSchiff/status/2104664256985587859 · 2026-09-28
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Steve Hanke · Bull · 1 Year · +0.80 · Gold remains in a secular bull market expected to peak between $6,000 and $7,000 per ounce, a long-standing forecast rather than a fresh call.
  Source: https://x.com/steve_hanke/status/2104663686614778338 · 2026-09-28
  Levels: target 6000.0; target 7000.0
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Dan Nathan · Bear · 1 Week · -0.55 · Gold’s current setup is unfavorable, signaling near-term downside risk and a deteriorating technical backdrop rather than a constructive bullish one.
  Source: https://x.com/RiskReversal/status/2104607103872639460 · 2026-09-28
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Keith McCullough · Bear · 1 Week · -0.70 · Gold is declining as the Quad 2 setup combines dollar strength with higher rates and weaker precious metals pricing globally.
  Source: https://x.com/KeithMcCullough/status/2104601478820401438 · 2026-09-28
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Peter Brandt · Bear · 1 Week · -0.80 · Gold’s running wedge swing-trade sell signal overnight should push prices to new contract lows, extending the immediate downside move in the metal.
  Source: https://x.com/PeterLBrandt/status/2104499557728211107 · 2026-09-28
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Darius Dale · Bull · 1 Year · +0.65 · Gold remains a long-standing bullish position because it protects portfolios against financial repression rather than representing a fresh call.
  Source: https://www.youtube.com/watch?v=GMu7LxK59Hc&t=429 · 07:09 · 2026-09-25
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Julien Bittel · Bull · 1 Month · +0.75 · Gold should run as a bull steepener lowers the dollar and short rates, releasing liquidity once oil, rates, and currency hedging pressures ease.
  Source: https://x.com/BittelJulien/status/2103399846958727287 · 2026-09-25
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Lance Roberts · Bear · 1 Year · -0.80 · Gold would be liquidated for dollar exposure in a severe 8% 10-year yield scenario, leaving no asset class performing well.
  Source: https://www.youtube.com/shorts/a-HjyyEuLeg?t=66 · 01:06 · 2026-09-24
  Levels: target 8.0
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Darius Dale · Bull · 1 Month · +0.75 · Stale · Gold has a bullish short- to medium-term outlook as macro conditions signal a high probability of sustaining the current risk-on regime.
  Source: https://www.youtube.com/watch?v=p6thWiFSw54&t=122 · 02:02 · 2026-09-22
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Peter Boockvar · Bull · 1 Month · +0.72 · Stale · Gold could enter another strong rally with even modest Western buying, supported by record Chinese bullion imports amid geopolitical tensions and weak local asset returns.
  Source: https://x.com/htsfhickey/status/2102389829958811969 · 2026-09-22
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- David Woo · Bull · 1 Year · +0.65 · Stale · Gold would rise if the fragile China truce breaks down or an AI-enabled security failure triggers a broader risk shock.
  Source: https://www.youtube.com/watch?v=5wOjrt9hThE&t=1239 · 20:39 · 2026-09-20
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Jurrien Timmer · Bull · 1 Month · +0.80 · Stale · Gold has rebounded from $4,000 support, with global liquidity and rising demand potentially driving prices to $5,000 or higher in coming months.
  Source: https://x.com/TimmerFidelity/status/2101002030995091906 · 2026-09-18
  Levels: support 4000.0; target 5000.0
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Peter Schiff · Bull · 1 Week · +0.85 · Stale · Gold’s rise of more than $100 reflects investor preference for bullion over 10-year Treasuries yielding 5%, amid expected inflation-driven purchasing-power losses.
  Source: https://x.com/PeterSchiff/status/2100569490127822894 · 2026-09-17
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Danielle DiMartino Booth · Bull · 1 Month · +0.80 · Stale · Precious metals offer the only reliable refuge as private-credit defaults, bankruptcies, and broader credit-market stress intensify under high interest rates.
  Source: https://www.youtube.com/watch?v=jZYHb58DtRc&t=1005 · 16:45 · 2026-09-17
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- David Keller · Bear · 1 Month · -0.55 · Stale · Gold faces materially further downside toward 3,950 to 3,975 on a valid close and follow-through below the 4,280 to 4,320 support zone.
  Source: https://www.youtube.com/watch?v=RJbMOsE1kLU&t=1251 · 20:51 · 2026-09-14
  Levels: support 4280.0; support 4320.0; target 3950.0; target 3975.0
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Jim Bianco · Bull · 1 Year · +0.65 · Stale · Gold should stay supported by deglobalization, central-bank buying, tariff pressure, and persistent concerns that monetary policy could become excessively easy.
  Source: https://www.youtube.com/watch?v=Qua0e_MPg_0&t=1825 · 30:25 · 2026-09-11
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Luke Gromen · Bull · 1 Month · +0.65 · Stale · Gold demand from China remains strong despite sharply higher prices and assumptions that oil-driven stress would force nations to sell bullion.
  Source: https://x.com/LukeGromen/status/2098441381777731807 · 2026-09-11
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Jason Shapiro · Bear · 1 Week · -0.65 · Stale · Gold is still trading as though higher rates are negative, with the current tone remaining lower gold until price action signals a change.
  Source: https://www.youtube.com/watch?v=OkRujl60wv8&t=701 · 11:41 · 2026-09-10
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Brian Shannon · Neutral · 1 Week · +0.00 · Stale · Gold volatility is expected to diminish as price trades around volume-weighted average price anchors after pronounced reactions at those technical levels.
  Source: https://www.youtube.com/watch?v=hHgOt7ADoQc&t=402 · 06:42 · 2026-09-05
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- JC Parets · Bull · 1 Year · +0.80 · Stale · Gold’s long-term Fibonacci extensions, measured from the 1979 and 2011 peaks, indicate an upside path toward prices above $7,000.
  Source: https://x.com/JC_ParetsX/status/2096205888012824816 · 2026-09-05
  Levels: target 7000.0
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- David Woo · Bull · 1 Month · +0.70 · Stale · Gold has upside support regardless of the outcome through a Bessent put, even as its correlation with oil weakens.
  Source: https://x.com/Davidwoounbound/status/2095972710207664540 · 2026-09-04
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Bob Elliott · Bull · 1 Month · +0.65 · Stale · Gold benefits as policymakers risk allowing inflationary pressures to pervade the economy rather than delivering sufficient monetary tightening.
  Source: https://www.youtube.com/watch?v=FHgbhKfFVF4&t=455 · 07:35 · 2026-09-04
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Peter Reznicek · Bull · 1 Week · +0.40 · Stale · Gold has recovered on dollar weakness as softer economic data reduced rate-hike odds, though futures have not yet broken their downtrend.
  Source: https://x.com/PeterReznicek/status/2095599772875083783 · 2026-09-03
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Jeffrey Snider · Bull · 1 Month · +0.78 · Stale · Diesel prices are set to remain exceptionally expensive if disrupted Middle Eastern flows, restricted Russian exports, and weak Chinese exports persist into seasonal demand.
  Source: https://www.youtube.com/watch?v=D4BN2Y9fG64&t=1320 · 22:00 · 2026-09-02
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Peter Reznicek · Bull · 1 Month · +0.75 · Stale · Gold remains in a potentially large bullish run, with the current decline viewed as a pullback unless prices break through consolidation and print below 4300.
  Source: https://www.youtube.com/watch?v=WjjWSdRL0fg&t=679 · 11:19 · 2026-08-29
  Levels: support 4500.0; support 4300.0
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Cem Karsan · Bear · 1 Week · -0.80 · Stale · Gold is expected to decline over the near term, with long bonds and US stocks also projected to weaken materially.
  Source: https://x.com/jam_croissant/status/2093494194786431341 · 2026-08-29
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Peter Schiff · Bull · 1 Month · +0.65 · Stale · Gold faces temporary pressure from expectations of a September rate hike that the Fed likely has no intention of delivering, supporting a rebound once the premise fades.
  Source: https://x.com/PeterSchiff/status/2093367349642436747 · 2026-08-28
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Jurrien Timmer · Bull · 1 Year · +0.80 · Stale · Gold is worth at least $5,000 based on global liquidity growth and could rise further if the global money supply reaccelerates.
  Source: https://x.com/TimmerFidelity/status/2093156616933703733 · 2026-08-28
  Levels: target 5000.0
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Liz Ann Sonders · Bull · 1 Month · +0.65 · Stale · Gold has reached a three-month high as the debasement trade returns alongside expanded long-dated Treasury buybacks, reviving fiscal-policy and dollar-credibility concerns.
  Source: https://x.com/LizAnnSonders/status/2091926964760187272 · 2026-08-24
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Tom Lee · Bull · 1 Year · +0.65 · Stale · Gold is positive as a long-duration asset, with investor value extending beyond seven years supporting a structural constructive outlook.
  Source: https://x.com/fundstrat/status/2091895628003528804 · 2026-08-24
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Brent Kochuba · Bull · 1 Week · +0.45 · Stale · $GLD call buying has surged over the last few weeks as gold approaches January highs reached when it broke $5,000.
  Source: https://x.com/spotgamma/status/2091151079211700516 · 2026-08-22
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- JC Parets · Bull · 1 Month · +0.55 · Stale · Gold appears undervalued at current levels, despite only 16% of fund managers considering it undervalued at these prices.
  Source: https://x.com/JC_ParetsX/status/2091142106534342889 · 2026-08-22
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Mohamed El-Erian · Bull · 1 Week · +0.55 · Stale · Gold has continued its rebound in morning trading, topping $4,600 per ounce amid notable market price moves across the session.
  Source: https://x.com/elerianm/status/2090740316894646584 · 2026-08-21
  Levels: target 4600.0
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Darius Dale · Bull · 1 Week · +0.70 · Stale · Gold remains bullish on its volatility-adjusted momentum signal, supporting the portfolio’s fixed 30% allocation despite recent concern about a potential meaningful top.
  Source: https://www.youtube.com/watch?v=BlLq8jwUjBo&t=333 · 05:33 · 2026-08-20
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Joseph Wang · Bull · 1 Week · +0.55 · Stale · Gold has broken above its 200-day moving average, reinforcing a near-term bullish technical setup amid the administration's “Golden Age” messaging.
  Source: https://x.com/josephwang/status/2090233793529421938 · 2026-08-20
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Jeffrey Snider · Bull · 1 Week · +0.65 · Stale · Gold’s 3.6% jump extends a sharp rebound since early August, with Treasury-buyback headlines acting only as a short-run catalyst for momentum chasing.
  Source: https://www.youtube.com/watch?v=fDNBPn7jmUw&t=1524 · 25:24 · 2026-08-19
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Bob Elliott · Bull · 1 Week · +0.65 · Stale · Gold rose 4% amid Bessent buyback efforts, reflecting market concern that policy errors are supporting demand for precious metals.
  Source: https://x.com/BobEUnlimited/status/2090127909071511878 · 2026-08-19
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Bob Elliott · Bull · 1 Year · +0.65 · Stale · Gold remains underowned in portfolios as the Treasury increases the sizes of long-end buybacks, reinforcing a long-standing allocation thesis rather than a fresh call.
  Source: https://x.com/BobEUnlimited/status/2090069349654487475 · 2026-08-19
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ

8 more current views not listed.

A view is one talking head's stated claim on one topic and horizon. If it cannot be placed, the outcome is No View — say so; do not fill it. Mix and aggregate sentiment are counts and a mean, not Headge's call. Do not write consensus, house view, buy, or sell. Related instruments are Headge's mapping, never the analyst's recommendation. Cite the source URL (and YouTube timestamp) when quoting a view. Stale after five days is a flag, not deletion. Catch-up prose on an analyst or topic is an attributed desk note. Do not invent a Front-wide generated summary.