For a while now, experts have said that gold and silver prices may experience significant corrections before moving higher. But it seems as though the precious metals did not get the memo. Both precious metals have hit historic highs in the past couple of trading days. On Friday, silver prices crossed the $100 per ounce mark for the first time ever on the back of increasing safe-haven demand. Meanwhile, gold prices on COMEX breached the coveted $5,000 per ounce level on Monday. Experts believe that the rall ...

Core Viewpoint - Marko Papic predicts significant trends for 2026, including a boom in U.S. housing, a rise in European equities, a weaker dollar, and an increase in industrial commodities [1] Group 1: U.S. Housing Market - A boom in the U.S. housing market is anticipated, suggesting strong growth and investment opportunities in this sector [1] Group 2: European Equities - European equities are expected to perform well, indicating potential for increased returns in this market [1] Group 3: Currency Trends - A weaker dollar is forecasted, which may impact international trade and investment strategies [1] Group 4: Industrial Commodities - A surge in industrial commodities is predicted, highlighting potential growth in sectors reliant on these materials [1]

Market Trends - Silver prices reached a record high of $67 per ounce [1] - Gold prices are around $4,300, up 65% this year [1] - Commodities are a good investment when the dollar weakens [3][6] - Investors are using commodities as a hedge against potential inflation and a weaker dollar [5][6] Company Specific - Freeport is highlighted as a potentially good play due to copper demand [2][3][4] - Freeport is considered a good steward of capital [4] Macroeconomic Factors - A weaker dollar and potential interest rate cuts next year are contributing to the rise in metal prices [5] - Inflation is a factor driving investment in commodities [5][6] - There is a global shortage of copper [3] - No new copper mines have been built in 10 years [4]

Economic Impact - A weaker dollar could benefit the global economy [1] Geopolitical Implications - A weaker dollar might challenge the perception of American exceptionalism [1]

Group 1 - International dividend stocks have shown strong performance in 2025, benefiting from a global bull market that is nearing three years in duration [1] - The rally has broadened, indicating a wider participation across various sectors and asset classes [1] - A weaker dollar since December has contributed positively to the performance of international dividend stocks [1]

Market Dynamics - Weaker dollar, resulting from tariffs, has decreased the price of American maize for importers [1] - Increased affordability has led to higher sales of American maize [1]

Currency Impact - A weaker dollar is expected to negatively impact European earnings [1]