To The Moon

$招金礦業(01818)$  

Silver rise probably related to industrial demands, QE, supply issue, revert to mean in gold is to silver ratio of 1:20.

Time to buy gold? Or wait?

Silver soared past $66 an ounce this week, and gold is trading just 1.5% below its own record high. The current configuration strongly suggests that gold is approaching a regime-defining inflection point, with silver’s surge acting as a leading confirmation rather than a divergence. This is not simply a price event; it is a macro signal convergence that could define the next phase of the precious-metals cycle. In this article, I would like to share the structured assessment that we go through to see if Gold market is already at an inflection point as precious metals poised for a defining moment. Why This Moment Matters For Gold $Gold - main 2602(GCmain)$ trading within ~1.5% of its all-time high after silver has already broken out is historica

$Silver - main 2603(SImain)$   $Gold - main 2602(GCmain)$   $USD Index(USDindex.FOREX)$   Silver and gold still continues to rise for performance in chart and good for demand ratio for this years if we look in last price from 2022 -2024. Average price in line market position. Target gold 5000 next years and 100 for silver not enough to stand point for both in get more point next years after us dollar index could be downtrend momentum 2026 to 2027. From historical performance to get average point in line position and volatility index for cycle time frame still works and should be have cross in line for  death cr

Over the next 12 months, I see gold's primary driver as macro uncertainty rather than pure inflation. Slowing global growth, rising geopolitical risks, and the growing need for portfolio hedges are pushing central banks and long-term investors to hold more gold. Even if the Fed doesn't cut aggressively, the market is already pricing in a world where real rates struggle to stay restrictive for long, which remains supportive for gold. I view the recent strength in both silver and gold as fundamentally healthy, not speculative excess. Gold is acting as the anchor—benefiting from safe-haven demand and central bank buying—while silver is expressing a higher-beta version of the same thesis, amplified by industrial demand tied to energy transition and electronics. This combination suggests the mo

Be cautious: this week, both U.S. equities and the two most crowded assets—gold and silver—are sitting in a fragile equilibrium of “high prices + low volatility + high leverage.” On top of that, the headline calendar includes Quadruple witching day, a Bank of Japan rate hike, and the return of the previously paused U.S. nonfarm payrolls release—factors that make a meaningful volatility expansion highly likely. In such an environment, any one-way bet can easily be whipsawed as take-profit and stop-loss orders get triggered repeatedly.​In these conditions—especially before the Bank of Japan announces its policy decision—the priority should shift away from trying to be “right” on a single directional call. The focus should be on protecting earlier gains and controlling drawdowns, because the

Here is a structured view on the drivers of gold prices over the next 12 months, the recent strength in gold and silver, and whether silver might continue to outperform or gold could reach US$5,000 per ounce in 2026. Primary Drivers for Gold Prices 1. Safe-haven demand and global risk sentiment Gold remains sensitive to geopolitical tension, macroeconomic uncertainty, and stock market stress. Heightened risk aversion tends to shift capital into bullion. Central banks and institutions have been significant buyers, supporting prices.  2. Monetary policy expectations Expectations of Federal Reserve rate cuts and a weaker US dollar reduce the opportunity cost of holding gold. Softer yields on bonds make non-yielding assets such as gold more attractive, reinforcing its appeal as a hedge ag

What's the driver for gold prices over the next 12 months?: strong demand from central banks and investors, geopolitical risks & expectations for US Fed interest rate cuts should be the drivers in the next 12 months.  Do you view silver & gold's recent strength? Recent strong performance in both is driven by safe-haven demand and a weak US dollar. Silver may be expected  to beat gold in future due to its high industrial demand & supply deficits -  it may be much more volatile.  Will silver continue to outperform gold?: silver may be more volatile, but analysts predict it will continue to outperform gold in percentage terms, driven by both  industrial and investment demand. Gold-to-silver ratio remains high compared to historic levels, suggesting si

🚀 Silver Breaks All-Time Highs: Is $100 Next or Is the Top In? $64. It finally happened. Silver has officially smashed through historical resistance, breaking new all-time highs and doing something almost unthinkable: flipping the price of Oil. Everywhere you look—Twitter/X, headlines, Tiger—the buzz is deafening. But for every trader celebrating, there are ten others staring at the chart asking the most dangerous question in finance: “Did I miss the boat?” Let’s cut through the noise. Here is the real data on why Silver is moving, why this rally is structurally different from 2011 or 1980, and the massive risks you need to manage right now. 1️⃣ The "Dual Engine" Driving the Melt-Up Silver is often called “Gold’s volatile little brother,” but that view is outdated. Gold is a safe haven; Si

I view SLV for short-term trading and GLDM for longer term holding.

Gold breaking to fresh highs is not something I take lightly. A move above $4,300+ confirms that this rally is not just a short-term squeeze, but a structural trend driven by liquidity, geopolitics, and declining real yields. When gold makes new highs, it's usually a sign that risk hedging demand is rising beneath the surface—even if equities are still holding up. From my perspective, the first question is time horizon, not price. For long-term core holdings, I don't rush to take full profit just because gold prints a new high. Breakouts to all-time highs tend to attract trend-following capital, and historically gold often extends further than expected once price discovery begins. Trimming everything too early risks missing the strongest part of the move. That said, I do believe in partial

Take some profit. The rest keep

@KevinChenNYC Kevin Chen holds a PhD from the University of Lausanne, Switzerland, and launched his Wall Street career at Morgan Stanley, where he absorbed the analytical rigor of macroeconomic legends Byron Wien and Steven Roach. He maintains strong academic ties as a graduate-level instructor at New York University and marks 2026 as his tenth annual installment of top-10 global economic predictions. His 2025 forecast track record stands at 85% accuracy.2025 Forecast Track Record: 8 of 10 predictions correct (85% hit rate).Chen‘s standout call was forecasting a Q2 US stock correction—markets entered a bear market in April-May, with the $NASDAQ(.IXIC)$ plunging over 30%. Other accurate foreca

The year 2025, which is drawing to a close, saw many unexpected changes in the global financial markets. For example, $Gold - main 2602(GCmain)$ surged, European stock markets outperformed US stocks, and cryptocurrencies like $Bitcoin(BTC.USD.CC)$ experienced significant declines.2025 was also the year I spent the most time investing and researching in global markets. My travels included the UAE, Iraq, and India, and I conducted numerous investment sharing events in Canada and Italy. Within the US, I had the opportunity to attend training at Elon Musk's Starbase and the NASA Space Academy at the Marshall Space Center in Alabama.Many of the companies we've partnered with are listed on the New Yor

Gold, silver as I had shared time and again in the posts, are crowded trades. As posted yesterday, that's not the reason to sell.  I have also introduced a couple of precious metals group miners during those posts. In this article, I will reintroduce one that continues to fly under the radar, $Sibanye(SBSW)$ . Sibanye Stillwater is a mining company focusing on precious metals. Its main mining products are platinum group metals and gold. Platinum group metals include palladium and platinum obviously. There are others less known ones like rhodium and iridium. The main ones are still platinum and palladium, so the prices movement of both platinum and palladium will greatly influence the overall profitability of Sibanye. As this is simply an intr

Yes buy now and keep long term

Yes for sure! Safe heaven as it is more stable than Crypto.

Wow.. topic interestingly 

Eventually will go up, just depends on time..

Silver soared past $66 an ounce this week, and gold is trading just 1.5% below its own record high. The current configuration strongly suggests that gold is approaching a regime-defining inflection point, with silver’s surge acting as a leading confirmation rather than a divergence. This is not simply a price event; it is a macro signal convergence that could define the next phase of the precious-metals cycle. In this article, I would like to share the structured assessment that we go through to see if Gold market is already at an inflection point as precious metals poised for a defining moment. Why This Moment Matters For Gold $Gold - main 2602(GCmain)$ trading within ~1.5% of its all-time high after silver has already broken out is historica

$招金礦業(01818)$  

Be cautious: this week, both U.S. equities and the two most crowded assets—gold and silver—are sitting in a fragile equilibrium of “high prices + low volatility + high leverage.” On top of that, the headline calendar includes Quadruple witching day, a Bank of Japan rate hike, and the return of the previously paused U.S. nonfarm payrolls release—factors that make a meaningful volatility expansion highly likely. In such an environment, any one-way bet can easily be whipsawed as take-profit and stop-loss orders get triggered repeatedly.​In these conditions—especially before the Bank of Japan announces its policy decision—the priority should shift away from trying to be “right” on a single directional call. The focus should be on protecting earlier gains and controlling drawdowns, because the

The year 2025, which is drawing to a close, saw many unexpected changes in the global financial markets. For example, $Gold - main 2602(GCmain)$ surged, European stock markets outperformed US stocks, and cryptocurrencies like $Bitcoin(BTC.USD.CC)$ experienced significant declines.2025 was also the year I spent the most time investing and researching in global markets. My travels included the UAE, Iraq, and India, and I conducted numerous investment sharing events in Canada and Italy. Within the US, I had the opportunity to attend training at Elon Musk's Starbase and the NASA Space Academy at the Marshall Space Center in Alabama.Many of the companies we've partnered with are listed on the New Yor

Here is a structured view on the drivers of gold prices over the next 12 months, the recent strength in gold and silver, and whether silver might continue to outperform or gold could reach US$5,000 per ounce in 2026. Primary Drivers for Gold Prices 1. Safe-haven demand and global risk sentiment Gold remains sensitive to geopolitical tension, macroeconomic uncertainty, and stock market stress. Heightened risk aversion tends to shift capital into bullion. Central banks and institutions have been significant buyers, supporting prices.  2. Monetary policy expectations Expectations of Federal Reserve rate cuts and a weaker US dollar reduce the opportunity cost of holding gold. Softer yields on bonds make non-yielding assets such as gold more attractive, reinforcing its appeal as a hedge ag

🚀 Silver Breaks All-Time Highs: Is $100 Next or Is the Top In? $64. It finally happened. Silver has officially smashed through historical resistance, breaking new all-time highs and doing something almost unthinkable: flipping the price of Oil. Everywhere you look—Twitter/X, headlines, Tiger—the buzz is deafening. But for every trader celebrating, there are ten others staring at the chart asking the most dangerous question in finance: “Did I miss the boat?” Let’s cut through the noise. Here is the real data on why Silver is moving, why this rally is structurally different from 2011 or 1980, and the massive risks you need to manage right now. 1️⃣ The "Dual Engine" Driving the Melt-Up Silver is often called “Gold’s volatile little brother,” but that view is outdated. Gold is a safe haven; Si

Silver rise probably related to industrial demands, QE, supply issue, revert to mean in gold is to silver ratio of 1:20.

@KevinChenNYC Kevin Chen holds a PhD from the University of Lausanne, Switzerland, and launched his Wall Street career at Morgan Stanley, where he absorbed the analytical rigor of macroeconomic legends Byron Wien and Steven Roach. He maintains strong academic ties as a graduate-level instructor at New York University and marks 2026 as his tenth annual installment of top-10 global economic predictions. His 2025 forecast track record stands at 85% accuracy.2025 Forecast Track Record: 8 of 10 predictions correct (85% hit rate).Chen‘s standout call was forecasting a Q2 US stock correction—markets entered a bear market in April-May, with the $NASDAQ(.IXIC)$ plunging over 30%. Other accurate foreca

Time to buy gold? Or wait?

Gold, silver as I had shared time and again in the posts, are crowded trades. As posted yesterday, that's not the reason to sell.  I have also introduced a couple of precious metals group miners during those posts. In this article, I will reintroduce one that continues to fly under the radar, $Sibanye(SBSW)$ . Sibanye Stillwater is a mining company focusing on precious metals. Its main mining products are platinum group metals and gold. Platinum group metals include palladium and platinum obviously. There are others less known ones like rhodium and iridium. The main ones are still platinum and palladium, so the prices movement of both platinum and palladium will greatly influence the overall profitability of Sibanye. As this is simply an intr

Over the next 12 months, I see gold's primary driver as macro uncertainty rather than pure inflation. Slowing global growth, rising geopolitical risks, and the growing need for portfolio hedges are pushing central banks and long-term investors to hold more gold. Even if the Fed doesn't cut aggressively, the market is already pricing in a world where real rates struggle to stay restrictive for long, which remains supportive for gold. I view the recent strength in both silver and gold as fundamentally healthy, not speculative excess. Gold is acting as the anchor—benefiting from safe-haven demand and central bank buying—while silver is expressing a higher-beta version of the same thesis, amplified by industrial demand tied to energy transition and electronics. This combination suggests the mo

Gold breaking to fresh highs is not something I take lightly. A move above $4,300+ confirms that this rally is not just a short-term squeeze, but a structural trend driven by liquidity, geopolitics, and declining real yields. When gold makes new highs, it's usually a sign that risk hedging demand is rising beneath the surface—even if equities are still holding up. From my perspective, the first question is time horizon, not price. For long-term core holdings, I don't rush to take full profit just because gold prints a new high. Breakouts to all-time highs tend to attract trend-following capital, and historically gold often extends further than expected once price discovery begins. Trimming everything too early risks missing the strongest part of the move. That said, I do believe in partial

$Silver - main 2603(SImain)$   $Gold - main 2602(GCmain)$   $USD Index(USDindex.FOREX)$   Silver and gold still continues to rise for performance in chart and good for demand ratio for this years if we look in last price from 2022 -2024. Average price in line market position. Target gold 5000 next years and 100 for silver not enough to stand point for both in get more point next years after us dollar index could be downtrend momentum 2026 to 2027. From historical performance to get average point in line position and volatility index for cycle time frame still works and should be have cross in line for  death cr

What's the driver for gold prices over the next 12 months?: strong demand from central banks and investors, geopolitical risks & expectations for US Fed interest rate cuts should be the drivers in the next 12 months.  Do you view silver & gold's recent strength? Recent strong performance in both is driven by safe-haven demand and a weak US dollar. Silver may be expected  to beat gold in future due to its high industrial demand & supply deficits -  it may be much more volatile.  Will silver continue to outperform gold?: silver may be more volatile, but analysts predict it will continue to outperform gold in percentage terms, driven by both  industrial and investment demand. Gold-to-silver ratio remains high compared to historic levels, suggesting si

$Silver - main 2603(SImain)$ $Gold - main 2602(GCmain)$ $1-Ounce Gold - main 2602(1OZmain)$ 🧠📈 When structure, liquidity, and institutional flow align, markets do not whisper. They move! I'm looking at the precious metals complex the same way I always do, 🔍 price first, 📐 structure second, 💰 positioning always. Gold and silver are not rallying on narrative. They are responding to incentives, liquidity and time. 🟡 Gold futures continue to hold around the $4,330 region, forming what is effectively a structural fortress on the weekly chart. Price remains above rising trend support, with every pullback absorbed rather than rejected. That is not exhaustio

I view SLV for short-term trading and GLDM for longer term holding.

Silver has just surged to a fresh all-time high, clearly outperforming gold and confirming a strong risk-on move within the precious metals complex. This divergence matters — silver typically leads during expansionary phases, signaling rising investor confidence and renewed appetite for inflation hedges. Gold, meanwhile, has entered rebound mode after a healthy consolidation, suggesting the broader uptrend remains intact rather than broken. What strengthens my conviction is the growing institutional narrative. Major institutions upgrading long-term gold price targets to $5,000 by 2026 reflects more than optimism — it points to structural drivers such as sustained central bank buying, de-dollarization trends, rising sovereign debt levels, and a longer-for-higher inflation regime. These are

Take some profit. The rest keep

I support Jiangxi Copper’s pursuit of SolGold—even at a higher acquisition price. Copper faces a profound structural imbalance between supply and demand over the next decade. We are entering an era defined by AI, electrification, and the green energy transition—all of which are incredibly copper-intensive. Think data centers, power grids, electric vehicles, and renewable energy infrastructure. According to open-source projections, global copper demand over the next 10 years could surpass the total amount of copper humanity has ever mined in history. On the supply side, however, investment in new copper mining capacity has significantly lagged over the past decade, largely due to prolonged bearish market conditions. Developing a new mine is a capital-intensive, time-consuming process—often

For: Gold Target $5000? New Highs Coming? Title: Gold $5,000? The Macro Setup Says It's Plausible, But Silver is the High-Beta Play. The institutional $5,000 gold target for 2026 isn't fantasy—it's a direct function of the debasement trade and central bank policy divergence. Why $5,000 is in the realm of possibility: 1. Monetary Fatigue: Global central banks, led by the Fed, are pivoting to rate cuts despite elevated inflation. This is a recipe for negative real yields—rocket fuel for gold. 2. Geopolitical & Election Hedging: Persistent global conflicts and a major U.S. election year in 2026 will drive safe-haven demand. 3. Central Bank Buying: The relentless, non-profit-driven accumulation by BRICS+ nations creates a permanent bid under the market. Gold vs. Silver: I'm more bullish on