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 slow-moving but powerful forces that tend to reprice gold over multi-year cycles.
My gold position has already turned profitable, but I'm not rushing to lock in gains. The recent pullback helped reset positioning and shake out weak hands. As real interest rates peak and global monetary policy gradually shifts toward easing, I believe gold has a realistic chance to retest — and potentially exceed — its previous highs by the end of the year, especially if geopolitical and macro uncertainties persist.
Between gold and silver, I'm tactically more bullish on silver in the near term due to its stronger momentum and dual role as both a monetary metal and an industrial input tied to energy transition and AI-related demand. That said, gold remains my core holding — my anchor for capital preservation — while silver is where I see higher beta upside during this phase of the cycle.
As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.
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