6 posts
Gold or silver — which one actually belongs in your stack? We go back to basics: what makes these two metals completely different animals, who each one is built for, and how to think about how much you should own.
Every time you use ChatGPT, a chain reaction starts. Servers spin up. Electricity gets consumed. Solar farms generate that power. And silver goes into every one of those panels.
Silver is at $81. Here's where I think it goes — one year and five years out — based on the supply deficit, industrial demand, the macro picture, and what the major institutions are actually saying. A reasoned case, not a guarantee.
Ray Dalio recommends 5–15% in gold. Morgan Stanley's CIO recently recommended moving to a 60/20/20 model — 60% stocks, 20% bonds, 20% precious metals. These aren't fringe voices. Here's the actual argument.
Silver jumped 10.7% in a single week — from $73.66 to $81.57 — on the back of a hot CPI print and US-Iran ceasefire news. Two completely different catalysts, both pushing in the same direction. Here's what it means.
Everyone asking 'is it too late?' is focused on the monetary metal story — inflation, the dollar, safe haven demand. That's real. But there's a second story running underneath it that most people aren't thinking about at all.