https://quoththeraven.substack.com/p/gold-is-plunging-for-all-the-wrong
. . . When I put together my 26 Stocks To Watch For 2026, I didn’t include many gold and silver names like I did in 2025. That wasn’t because I had turned bearish on the long-term case for hard assets. It was because the sector had already had a monster run in 2025, and I didn’t love chasing miners and precious-metals names after everybody had suddenly rediscovered inflation, currency debasement and safe havens all at once.
Gold had already gone vertical. Silver had already had a face-ripping move. A lot of the easy money had already been made. But six months later, today, I like the setup much better.
Why? Because the market is now selling gold and silver miners on what I believe are the wrong assumptions. The new narrative is that the Fed has rediscovered religion, quantitative easing is off the table, and the central bank is not only willing but able to keep policy tight long enough to let the economy “ride it out.”
Kevin Warsh can posture all he wants. The Fed can talk tough all it wants. It can even try to squeeze in another hike or two if it wants to cosplay as Paul Volcker for a quarter. But I think the market is making the same mistake it always makes when it takes central-bank theater at face value: it assumes the Fed has both the stomach and the room to stay hawkish when the real stress finally hits. I don’t think it does.
My view hasn’t changed: the endgame here is still intervention. Maybe we fake it for a while. Maybe the dollar keeps squeezing higher. Maybe gold and silver continue getting pushed around as traders price in one more round of hawkishness and tell themselves the Fed is going to normalize the system without anything breaking. But I don’t buy the idea that this ends with a clean landing, no QE, no emergency liquidity, and a disciplined central bank that simply holds the line while debt-laden markets calmly adjust. That’s fantasy and it defies what few tenets of basic math and economics we still have to cling to.
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Sitting on my metal, no plans to sell right now
That sounds like the best approach to me also. Well, that plus buying more as you can while prices are low.
Grabbed another kilo of the silver today!
Why would you even think of seeling it now? It's tat he lowest price I have ever seen it since I started looking. (silver)
My metals won’t be selling at any price until I need the money. A good time to buy, but I have no fiat to spare…
HODL!
u/#pepedetective
Rumor has it that going forward, you may be able to use your stack as collateral for a mortgage loan etc...
A very important fact regarding silver remains: Demand for industrial silver remains high and the world has been running at a deficit for several years now. They're using more than we mine every year. At some point those big bricks are going to be worth much more, simply due to scarcity.
Stacking PM is a LONG game. It's not an investment. It's a hedge against fiat currency inflation. Get rick quick hotshots get burned in many cases trying to flip PM too quickly.
Inflation: Case in point: Circa 2011, gold was $1050 or so...now just 15 years later, it's approximately 4 times that amount, somewhere around $4000. Essentially, every dollar you banked in 2011 and kept under the mattress until now 2026, has lost an incredible amount of buying power. $1.00 in 2011 = $0.25 in 2026...If you "locked it in" via stacking PM, you wouldn't have made money, you would have preserved the purchasing power of it - against the invisible tax - inflation.
THIS is why we stack...
Great comment; more truth (and more USEFUL truth) than a typical semester of Economics, I expect.
The plunge of gold and silver indicates artificial suppression because there is a flight toward it and they do not want people to realize what is really happening.
I'm really close to selling my silver mining stocks.
I will hold for a little while longer,se if we get an upturn.