John Paulson Sees Gold in Early Stages of Long-Term Bull Run
Billionaire investor John Paulson is bullish on gold, citing central bank buying and rising private-sector demand as key drivers.
John Paulson isn't hedging. The billionaire who made a fortune betting against the housing market says gold is in the early innings of a long-term bull market — and that means the rally you've already seen may be just the warm-up act.
Paulson points to demand that's getting broader, not narrower. Central banks are the headline buyers, steadily stacking bullion in their reserves. But the private sector is catching up fast. When institutional money and retail interest start moving in the same direction as sovereign buyers, that's not a blip — that's a structural shift.
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The central bank angle is worth sitting with. These aren't momentum traders chasing a chart. They're making long-duration decisions about reserve diversification, dollar exposure, and geopolitical risk. When the world's biggest balance sheets are all moving the same direction, it tends to last.
For active traders, the Paulson call reframes the question. Instead of asking whether gold can hold its gains, you start asking how much runway is left. Pullbacks in a confirmed bull market are entry points, not exit signals. That mental shift matters when you're sizing positions.
Paulson has been a gold bull before, and he's been right in a big way. With central banks and private money both adding exposure, the demand story has legs. Continue reading at US Top News and Analysis.
