Gold Market Analysis - Gold is on pace for its best year since the 1970s, reminiscent of the years after abandoning the gold standard [1] - Central banks are moving out of dollar assets and into gold, hedging against economic uncertainty, trade wars, and geopolitical tensions [2] - Investors are starting to catch up to the gold trade, with flows entering into physical gold [3] - Geopolitical uncertainty and potential interest rate declines are expected to persist through 2026, driving gold prices higher [5] - Western investors have recently started moving into physical gold, suggesting further potential for growth [6] Silver Market Analysis - Silver is viewed as a complement to gold, typically rallying after gold's initial move [7] - Silver is increasingly recognized as an industrial metal, with growing industrial applications [7][8] - Investors are starting to allocate to silver, potentially due to gold's strong performance [9] - Silver miners offer more leverage than holding the physical commodity, but also carry execution risk [9][10] - Many silver miners have all-in sustaining costs below $15 per ounce [11] - Silver is often mined as a byproduct, making pure-play silver miners an area of investor focus [12] Copper Market Analysis - Copper is up approximately 35-37% year-to-date [13] - The copper market is evolving beyond its traditional ties to global economic health [14] - The energy transition, with nearly $2 trillion of investment last year, is providing underlying support for copper demand [14] - Increased electrification, artificial intelligence, and data center buildout are adding to copper demand [15] - Constrained supply and disruptions in the copper industry are likely to push the market into a deficit this year and in the medium to long term [16]

First of all, I've got to ask, because we have seen all year long stocks rising in tandem with precious metals. This normally doesn't happen. Explain to us why that phenomenon is happening this year if you can.That's the harder question. Why it's a key thing is that gold is basically grabbing Alpha in a significant way. So it's up almost 70% on the year.S&P 500 is maybe 20%. So it's way over outperforming. I think part of it, the main thing is, was the May trigger was 2022, Russia's invasion of Ukraine and ...

Market Trends & Investment Opportunities - Precious metals are experiencing a surge due to the "debasement trade," where investors seek assets other than fiat currency [3][5] - Platinum is highlighted as a potentially strong investment due to the EU's revised stance on internal combustion engines, removing negative pressure and opening upside potential [4] - The gold-platinum ratio suggests significant upside for platinum [4] Dollar Debasement & De-dollarization - The "debasement trade" reflects a desire to own assets other than fiat currency, while "de-dollarization" involves avoiding US dollars to evade US sanctions [5] - Central banks are driving gold demand as they seek to diversify away from the dollar and protect assets from potential seizure [6] Gold vs Bitcoin - Gold's long history and substantial market size ($30 trillion) provide a level of security preferred by central banks and individual investors, compared to Bitcoin's smaller market size ($15 trillion) [8][9] - Gold's proven resilience over millennia contrasts with Bitcoin's relative infancy as a 16-year-old market [8]

Silver is ripping. 🔥⚖️ One $BTC now gets you only ~1,458 oz of silver, down from ~3,500 at the start of 2025.📈 The ratio has more than halved since August as #BTC dropped 27% and #silver jumped 53%!Have you started adding precious metals to your BitMart spot portfolio? https://t.co/gsrUw6jF0r ...

Tucker Carlson says central banks are a scam and the U.S. dollar is “doomed.” Now he has launched a precious-metals company. https://t.co/9XTajlV8C9 ...

Tucker Carlson says central banks are a scam and the U.S. dollar is “doomed.” Now he has launched a precious-metals company. https://t.co/2cT9lx6oxg ...

Tether Holdings is hiring two of the world’s most senior precious metals traders from HSBC, as the stablecoin giant deploys its deep pockets to build a vast gold reserve and challenge the established players of the bullion market https://t.co/SjFcb1bvL7 ...

Core Concept: Metal Collectibles - Metal collectibles exist on two levels: the inner layer of the metal itself (bullion) and the outer layer of its form (jewelry, coins, etc)[2] - Bullion is valued for its weight and substance, not craftsmanship [3] - Historically, the value of coins was determined by their precious metal content, not face value [4] Forms of Metal Collectibles - Metal collectibles include artistically skilled forms, coins, and utilitarian-looking pieces [1] - Coins are mass-produced pieces of metal with a trusted brand name indicating their alleged value [1] - Jewelry and other treasures represent wealth transfers [2]

Market Trends - Investors are increasingly worried about growing government debt [1] - Investors are flocking to alternative assets like precious metals and cryptocurrencies [1] Company Strategy - BlackRock's CEO Larry Fink commented on investor behavior [1]

🎧 As gold slides, what's driving volatility in precious metals? Bloomberg journalists answered questions today in a Live Q&A conversation https://t.co/5M5cQajMVa ...