In today’s episode, the Endgame Investor argues that gold and silver should be treated less like speculative trades and more like a balance sheet exit, a way to step out of the credit system when confidence starts to wobble.
His macro trigger is Japan: rising government bond yields and a weakening yen moving in tandem, in his view, signals a tightening corridor for policymakers. If Japan, the largest foreign holder of US Treasuries, is forced to defend its currency, he suggests the pressure could spill across markets as capital shifts and liquidity gets tested.
Against that backdrop, he frames the metals story as a relative value trade against equities. Using long run ratios of gold and silver versus the S&P 500, he claims stocks remain historically expensive in “real” terms, and that the decisive move comes when mainstream investors notice their portfolios are no longer outrunning the erosion of purchasing power.
Silver, he notes, has shown more early momentum than gold, while reported declines in Shanghai exchange inventories add a scarcity narrative that could amplify price moves if demand accelerates. His bottom line is simple: the rush into gold and silver, if it arrives, will look less like a rally and more like a migration out of credit and into collateral.
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