Searching for 10-30x Moves in a Weak Dollar World
The Next Big Trade Is Here: Precious Metals and Silver’s Explosive Play
The next big trade is already on the horizon—and everyone’s completely overlooking it.
You know, whenever someone tells me something isn’t going to happen, or that I’ve got a bad idea—or even better, when they say it’s downright impossible—it lights a fire under me.
It reminds me of Don Quixote, charging at windmills when everyone else called it madness. That’s the kind of energy that makes me want to dig in and see if there’s really something there.
Think about it:
2020: The idea that inflation could make a comeback sounded absolutely bonkers.
2020: Naysayers said bonds were never going to drop—it all seemed crazy.
2021: People laughed at the notion that energy stocks could outperform and they did for two years.
2023: The idea that semiconductors would lead the next bull market was met with disbelief.
The things that sound outrageous at first are often the very moves that end up defining the market. And once the dust settles, everyone suddenly claims they knew it all along.
Right now, that trade is in the precious metals market. Look at this chart: Gold leads the way for a year or two, and then silver explodes higher.
I’ve been bullish on silver for about six months now, and while it wasn’t a massive out performer by any means, it’s been a solid winner.
Most of the time, this is exactly how it goes:
Silver starts as a massive underperformer.
Then it performs similarly to gold.
And finally, silver explodes!
Now, here’s an area I haven’t gotten very bullish on yet…