# Gold · Cross-Asset
As of 2026-08-14 08:00 ET. Attributed views only. Mix is a count. Headge has no house view.

Mix: 7 Bull / 0 Neutral / 1 Bear. Mean sentiment +0.63.
By horizon: 1 Month 4 Bull / 1 Bear; 1 Year 5 Bull / 0 Bear.
Catch-Up: Gold’s near-term picture is contested: contained inflation and a recent pullback temper the traditional hedge case, even as the broader chart is described as constructive. The more positive views lean on improving momentum, a post-consolidation technical breakout, and potential policy pressure to restrain sovereign yields, with pullbacks seen as part of a resumed advance rather than a break in the longer-term thesis.

## Views
- Peter Schiff · Bull · 1 Year · +0.70 · Gold remains supported as future inflation is expected to run substantially above consumers’ already elevated 4.3% year-ahead inflation expectation.
  Source: https://x.com/PeterSchiff/status/2088266417980285147 · 2026-08-14
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Jurrien Timmer · Bull · 1 Year · +0.55 · Gold is emerging from a bottom and showing improving long-horizon momentum following a prior period of sustained weakness.
  Source: https://x.com/TimmerFidelity/status/2088264377321296119 · 2026-08-14
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- David Keller · Bear · 1 Month · -0.35 · Gold has pulled back as contained inflation reduces demand for its traditional inflation-hedge role, though the broader chart remains constructive.
  Source: https://www.youtube.com/watch?v=PqrjUXD8Dns&t=408 · 06:48 · 2026-08-14
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Jurrien Timmer · Bull · 1 Month · +0.55 · Gold is building momentum within diversified portfolios, supporting a constructive outlook for bullion as a defensive allocation alongside equities.
  Source: https://x.com/TimmerFidelity/status/2088098296028180923 · 2026-08-14
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Peter Reznicek · Bull · 1 Year · +0.85 · Gold has broken its trendline after a lengthy consolidation and is expected to resume higher following pullbacks toward 4,371 or 4,230.
  Source: https://www.youtube.com/watch?v=C5jQxil_6zA&t=67 · 01:07 · 2026-08-13
  Levels: support 4371.0; support 4230.0
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Michael Howell · Bull · 1 Year · +0.90 · Gold should continue attracting demand as China expands liquidity to manage domestic debt, with Chinese monetary conditions increasingly setting global gold pricing.
  Source: https://www.youtube.com/watch?v=FsPoAmywH3U&t=1026 · 17:06 · 2026-08-13
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Michael Howell · Bull · 1 Month · +0.95 · Gold prices in US dollar terms are set to skyrocket over the medium term as China expands liquidity and advanced economies monetize growing debt burdens.
  Source: https://www.youtube.com/watch?v=xn3Mkp6FCss&t=1674 · 27:54 · 2026-08-13
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Luke Gromen · Bull · 1 Year · +0.85 · Gold benefits from the expected shift toward more explicit yield curve control as policymakers prevent sovereign yields from reaching default-threatening levels.
  Source: https://www.youtube.com/watch?v=iY38M1wONbQ&t=158 · 02:38 · 2026-08-12
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Darius Dale · Bull · 1 Month · +0.75 · Gold has a favorable short-to-medium-term outlook within the reflation regime, supported by dollar-debasement concerns and competition for capital away from Treasury bonds.
  Source: https://www.youtube.com/watch?v=vvMTOKRR0SE&t=94 · 01:34 · 2026-08-12
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ
- Chris Ciovacco · Bull · 1 Month · +0.58 · Stale · Gold remains favored on a long-term basis despite its pullback, though incremental additions warrant patience until resistance near prior volume-weighted entry areas clears.
  Source: https://www.youtube.com/watch?v=vHoC4hiVwTI&t=838 · 13:58 · 2026-08-08
  Levels: DIRECTION ONLY
  Related (Headge mapping): $GDX, $SLV, $GDXJ

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.