In my opinion, the world economies are in dire trouble; all are devaluing their currencies, and currency printing is rampant. As a result, inflation is roaring while the economies are slowing to a snail’s pace. We do not see the decline easily because most currencies are falling together. We should
The “Silver Thesis” is a multi-layered investment narrative that combines fundamental supply-demand imbalances with a critical view of historical price dynamics. In the current market (2024–2026), this thesis has shifted from a speculative theory into a data-driven outlook. Below, we share the key pillars of the silver thesis and the
Below is a 25 year chart where we divide the silver price by the value of the SPX which shows us whichever asset is outperforming the other. I have (in orange), projected the silver price onto the chart. Even though the silver price has increased substantially, compared to the S&P500
I love when everyone wins! The question is: Who is actually the winner? I think President Trump wants you to think he has lost it, mentally. It makes him unpredictable. Both sides are claiming victory and as the saying goes wars are not really over when one side declares victory
The “Ancient” Math vs. Modern Reality For thousands of years, the relationship between gold and silver wasn’t just a market trend—it was a rule. Historically, the ratio was often fixed by governments or dictated by geology. In the U.S., the Coinage Act of 1792 officially set it at $15:1$. Think
We have a two-week ceasefire in the Middle East. Within minutes, the ceasefire was broken by Iran. Shortly thereafter, there was a reaction by Israel. I am afraid that my confidence in the longevity of this ceasefire is tenuous at best. The markets, however, have reacted positively, for the time
The Strait of Hormuz disruption has done something unusual: it pushed oil above $100, stoked inflation, and removed the “rate cut eventually” floor from metals. Gold can’t play its traditional dual role as both an inflation hedge and a rate-cut beneficiary when the Fed is forced to stay hawkish. That’s
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