This is the largest percent Silver has been under the bottom bollinger band since the COVID crash. These moves are not sustainable and are followed by sharp corrections.
The Great Property Tax Revolt of 2026 is here.
From Florida to Texas to Indiana, Americans are pushing back as property taxes rise faster than incomes and inflation.
The message from voters is simple: homes should not be taxed out of reach. @davetrabert
The reason other countries can afford socialized medicine and long vacations is because we pay for their defense and subsidize their economies with our consumer market and military umbrella.
They’re not more enlightened, they’re freeloaders on American power.
President Trump understood something the GOP consultant class never did: Americans do not want timid caretakers of decline.
They want fighters. More than that, they want winners.
Americans do not want leaders who confuse caution with wisdom and surrender with strategy. 🧵
The greatest 6-month stint for Silver is coming up.
History and macro environment both tell you this, not me. The holy grail set up for metals.
For the past half a decade, global macros have found a way to ease 10y yields anytime numbers started to creep towards 4.60 - 4.70%
In this case, WTI Crude played a significant role in creeping yields to 4.7%. Now with WTI Crude heading back to sub $80, as expected and shared my views many times over the past recent weeks, this creates the perfect opportunity for 10y Yields to plateau at that 4.60 - 4.70% mark and fear of hikes are not as strong any longer.
Every cycle from 4.70% down towards 4.00% has ignited a stronger Silver rally each time for a span of 6 months on average.
The idea that metals become a safe haven when inflation is rising is very misinformed. Metals become the safe haven in THIS environment, when Yields, Dollar, and Crude no longer become the safe bets and we enter a "sticky/uncertain" period of inflation.
My view in Feroce Research is that there will be a strong rotation towards Silver, even money leaking from Semis may find its way into Silver.
The fundamental view of supply/demand deficit continues to exist, as well as the technical resistance since 2023 turning into a support for the first time this year.
If silver were to replicate the move that happened last year, which we also had caught, we can expect $180 by the end of this year. My conservative target sits at $130 for now, until later upgraded.
This is one of the few moments where fundamentals, technicals, quantitative positioning, and macros all align for an industry.