So trading the first year of the Trump presidency tends to boil down to this: Do you think Trump can perform the miracle he's promising...? If so, then invest away! If not, then you might have another year or two left before the chickens that were hatched by the Fed in 2008 start coming home to roost.
Do you think you get an opinion on this? Do you think I'm here to solicit your suggestions? Oh, that's rich, sir. No, I'm here to let you know some of the options we're considering.
Given gold's role as a safe haven in times of economic and geopolitical stability, and given its inverse relation to the dollar, things are looking up for the yellow metal.