Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Sioux Nation -- Ignore unavailable to you. Want to Upgrade?

To: Cautious_Optimist who wrote (362551)	1/24/2026 10:46:39 AM
From: koan	Respond to of 362852

As I got older, one thing I learned was how to reason using intellectual equations, or as James Flynn said:" connecting the dots". The primary variable driving metals higher, is the fall in the US dollar, and I think this fall will continue for a long time as its role as the world's reserve currency falls, and inflation rises, and concern for the US as a safe and stable place to invest erodes. Most people will say the dollar is over valued, and it is over valued because of several variables that are working against it now e.g. the US being the world's reserve currency, being seen as a safe investment, and a stable country. But that is changing now with our large debt, Trump's insanity and profligate spending, the world boycotting us and selling out of revenge and concern, China and the BRICS nations replacing the dollar as the reserve currency, and specifically the collapse of the yen carry trade. I don't see any of these variables getting better. The world hates us and no longer trusts us to be fiscally prudent with our huge debt and lack of concern for doing something about it. And then there is the collapse of the yen which is causing Japan the largest holder of US debt to sell our bonds to get dollars to prop up the yen, and we saw it big time a day or so ago. As long as the dollar falls that puts a floor under the metals. IMO