The world is being repriced in real time.
We're not just experiencing a market rally; it's a structural shift at the base of the global economy.
Gold, silver, and copper are exploding simultaneously.
If you don't own real assets, you're falling behind!
2️⃣ Gold and Silver: Crypto Volatility
Yesterday, gold was already rising sharply, but the highlight was its atypical behavior: in just 20 minutes, the metal fluctuated between $120 up and $100 down.
We are seeing the main global security asset exhibit volatility typical of cryptocurrency.
A variation of $1.5 trillion in market value!
Today, the movement continues vertically: Gold breaking through $5,587 and Silver at $118.
3️⃣ Trump's Blessing of a Weak Dollar
Why is the dollar falling while everything else is rising? Because the White House wants it to.
Trump called the dollar a "yo-yo" and described the current decline as "great."
The strategy: A weaker dollar favors exports, reduces the burden of public debt, and boosts the nominal price of assets.
4️⃣ S&P 500 at 7,000 points: Asset inflation
While Amazon announces 16,000 job cuts due to AI, the S&P 500 breaks through 7,000 points for the first time.
Has the market become detached from the real economy? No.
This is nominal repricing: it's not that companies are worth "more," it's that the Dollar is buying "less" and less.
5️⃣ The Silver Short-Squeeze
Silver at $118 reflects a historic squeeze in physical supply. That's a 763% increase in 2026 alone!
Stocks on COMEX have fallen 22% since the peak.
Short sellers are having difficulty finding physical metal to deliver and are willing to pay any price to close positions.
The physical market has dried up.
6️⃣ Commodities in "Parabolic" Mode
Look at today's movements:
⛏️ Copper: Soared to US$6.32 (+5.50%).
🔥 Natural Gas: +4.01%.
🛢️ Oil: +1.65%.
When metals and energy rise as a group with this kind of force (+4% to +5% in a day), the signal is that the market is seeking protection against the accelerated devaluation of fiat currency.
7️⃣ The Return of "Smart Money"
Institutional investors anticipated the move.
In 2025, hedge funds raised US$115.8 billion (the largest inflow since 2007) and delivered a 12.5% return.
With industry assets exceeding US$5 trillion, the "big money" is already positioned on the buying side of real assets and volatility.
8️⃣ Have assets or be left behind
Summary of the scenario:
- The American government wants a weak dollar to stimulate nominal GDP, control debt, and inflate assets.
- Physical scarcity of metals generates violent price distortions.
- Those who hold only cash (Dollar/Real) see their purchasing power melt away.