The Market Rewards Rebels
Consensus is a lagging indicator. Originality is the edge.
Beth and I watched Detachment for the first time last night, and one scene hit harder than I expected.
There’s a moment where Adrien Brody’s character talks about doublethink—the ability to hold two opposing beliefs and accept them both. That idea caused me to stop and think about this concept the first time I read the book 1984.
Because once you see it, you realize it's everywhere.
We tell kids to think for themselves… but punish them when they step out of line. We push self expression… but only if it’s socially approved. We claim to value truth… but only when it fits the narrative we already believe.
That’s doublethink, and most people live in it without realizing it.
What stuck with me even more was the phrase ubiquitous assimilation—how most people don’t have to be forced into submission. They volunteer. They absorb what’s around them until they forget what they thought in the first place.
This isn’t just cultural, it’s structural and it shows up in markets, too.
The best trades—the real ones—never come from consensus. They come from the margins. From people willing to think clearly when everyone else is running on autopilot.
Originality looks reckless until it works.
Then everyone calls it vision.
The world doesn’t need more obedient thinkers. It needs more people willing to question the script.
And if you want to lead—whether in life, art, or the market—you’ll need to get comfortable with being the only one not nodding along.
We’ve been long silver for years—even when it was unpopular.
While most dismissed it as dead money or too volatile, we saw the setup forming. Same macro tailwinds as gold. Same structural base. Just delayed. That’s how silver trades—it sleeps, then it sprints.
This is where doublethink hurts most. The crowd praises gold but ignores silver, even though the drivers are the same besides the extra monetary premium in gold.
That disconnect is where the edge lives.
Even as we hit 13 year highs today…
I am sure I will get a message from someone telling me that silver is dead.
We don’t wait for consensus—We trade what’s real.
And when the tape confirms the thesis, we press. Not reactively—strategically.
Silver’s pressing resistance now. Capital is waking up. We were already there.