For my METALS stackers in OP-Gold vs Silver: Who Ran, Who’s Lagging?

1. Which One Has Run Higher Proportionally?

Silver has clearly run harder.

Recent moves:

• Silver has surged much more aggressively on a percentage basis
• Gold has risen, but in a more controlled, steady trend

That’s normal behavior:

• Silver = high beta metal
• Gold = capital preservation…

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Dissecting the Macro: Why Stocks & Commodities May Be Lining Up for a Run

Let’s strip this down to facts, not headlines — because when these forces align, markets tend to move fast.

1. Trump’s Longstanding Complaint: Currency Manipulation

This isn’t new.

Donald Trump has consistently argued that foreign nations:

• Suppress their currencies
• Gain…

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The core problem: a structurally weak yen

The yen isn’t just “having a bad year.” It’s been in a multi-year depreciation cycle driven by policy divergence.

• Bank of Japan stayed ultra-easy for years (near-zero rates, yield-curve control).
• Federal Reserve hiked aggressively to fight inflation.
• Result: capital flowed out of Japan, into…

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