Why Silver Performs Best When Gold Gets Attention

2025-12-15

2025-12-05

2025-12-02

For years, the mainstream insisted that gold’s flaw was its lack of yield. But as 2025 ends, the financial environment that made that argument sound reasonable has vanished.

Government debt no longer looks safe. Central banks improvise policy in real time. Equity markets are driven by a narrow cluster of firms. Bonds no longer offer ballast. The once-celebrated 60/40 portfolio has lost the conditions that allowed it to function.

In this environment, the real cost is not the yield forgone by holding gold it’s the vulnerability incurred by avoiding it.

In this video, we break down:
• Why the “gold has no yield” argument is now obsolete
• How improvised fiscal policy has destabilized traditional portfolios
• Why equities look strong on the surface but fragile beneath it
• How bonds