Jurrien Timmer(@TimmerFidelity):No matter how farfetched the idea might be of the Treasury Department repricing its gold to create cashflows out of thin air, even a remote possibility that desperate governments will do desperate things is a reminder to always have real assets in the portfolio. On that note, I continue to be impressed by Bitcoin’s resilience. I think it will be eating gold’s lunch for a while, although I remain bullish on both.

Jurrien Timmer

@TimmerFidelity

Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine.

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Jurrien Timmer@TimmerFidelity

2026.10.24 00:24

No matter how farfetched the idea might be of the Treasury Department repricing its gold to create cashflows out of thin air, even a remote possibility that desperate governments will do desperate things is a reminder to always have real assets in the portfolio. On that note, I continue to be impressed by Bitcoin’s resilience. I think it will be eating gold’s lunch for a while, although I remain bullish on both.