You may be missing the biggest bull market right now. Today we share how you can make sure you're a part of it. We talk market trends as we hit September, which has historical weakness for stocks and the tendency for markets to defy consensus expectations. Equities and commodities like oil and natural gas have been lackluster, gold has quietly entered a strong bull market, driven largely by central bank buying rather than retail investors. Investor psychology, price action, and historical cycles shape opportunities in gold and silver markets. We also talk about cultural and global perspectives, noting that Americans tend to favor stocks and dollars over gold.
We discuss...
- September was noted as historically one of the weakest months for stocks, often followed by a rebound later in the year.
- Markets often defy consensus expectations, meaning heavy selling sentiment could set up a surprise rally.
- Gold has entered a strong bull market, driven by consistent central bank buying rather than retail investors.
- Silver has lagged behind gold but is positioned for a potential breakout as individual investors enter the market.
- Precious metals tend to move in cycles, with gold leading, then silver, followed by miners and junior miners.
- Mining stocks can outperform in bull markets but generally have poor business models and higher risks.
- Central banks' distrust of the financial system underpins their growing gold accumulation.
- Kirk emphasized that gold miners, though risky and often unprofitable, can deliver exponential upside in bull markets.
- Junior miners were described as the most volatile and speculative plays, offering high risk and high reward.
- Futures markets were highlighted as distorting bullion's true value and price signals.
- Central banks are steadily accumulating gold instead of treasuries, signaling waning trust in U.S. debt.
- U.S. bonds are losing their safe-haven status compared to previous cycles.
- Political uncertainty, including figures like Trump, adds to market unpredictability.
- Diversification was stressed as key, since risks are already embedded across today's financial markets.