Consensus Now At Three Rate Cuts This Year, Money Moving Into Silver - iShares Silver Trust (ARCA:SLV), Meta Platforms (NASDAQ:META)

Core Insights - There is a significant increase in money flowing into silver, with the iShares Silver Trust (SLV) showing a breakout above its support zone and on track for its fifth consecutive positive month [14] - The gold to silver ratio is currently at 86, indicating that silver is undervalued relative to gold, which is historically significant given the Fed's easing policies [14] - Expectations of interest rate cuts by the Federal Reserve are driving investment into precious metals, with a consensus anticipating a 25 basis point cut soon [14] Money Flow Analysis - Positive money flows are observed in major tech stocks such as Amazon, Alphabet, Meta, and Tesla [6] - Neutral money flows are noted in Apple and Microsoft, while NVIDIA is experiencing negative flows [8] Economic Indicators - Recent retail sales data exceeded expectations, with headline retail sales at 0.6% compared to a 0.3% consensus, and retail sales excluding autos at 0.7% versus a 0.3% consensus [14] Investment Strategy - The strategy includes trading around positions in gold, silver, and precious metal miners during pullbacks, as money flows into these assets are expected to continue [14] - Investors are advised to maintain cash levels to capitalize on new opportunities while adjusting hedge levels accordingly [15]