L.Lim
02-03 22:28

The slide of silver may look huge (biggest wipeout of market value in human history!), but it mostly just took away the gains from the month of January. It might have been worrying if it took us back to the value of say... June 2025, that would have everyone questioning why and re-evaluating what we truly knew.

However wiping a month of gains is small matter, and easily explained by the market's overreaction to the new fed pick, Warsh.

I still cannot come to terms with this hilarious situation. Everyone was worried that the us president would pick someone who is like putty, easily pressed into doing his bidding. Now an inflation hawk is picked, and he is someone who supposedly would not allow infringement of the fed's independence, then everyone decides that safe haven assets is no longer of value?

The determining factor of why safe haven assets have been so hot is actually Trunp. He is the reason why the momentum of precious metals never waned and why a relatively minor slide could be historical. The rally will continue and this will be a blip when we look back in the future. 

Goldman Upside Alert: Could Gold Reclaim $5,400 This Year?
Goldman Sachs says its $5,400/oz gold target for December 2026 now carries meaningful upside risk, arguing January’s violent gold–silver swings were driven by Western capital flows, not Asian speculation. The bank highlights tight London liquidity in silver, structurally rising central-bank demand, and limited speculative positioning as signs this rally isn’t a bubble. With reserve diversification away from the dollar accelerating, Goldman is promoting an upgraded “stocks + gold” barbell, favoring precious metals over bonds as the primary hedge. Is gold being repriced for a post-dollar world?
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Comments

  • Karma111
    02-04 00:45
    Karma111
    Yea, we only need to evaluate the metal’s value and take profit when trump’s presidency is over.
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