Tag

#central-banks

May 1, 2026

9 Wins, 1 Loss, And A New Story: Precious Metals 5-Week Recheck

Five weeks after the bottom call: 9 of 10 stocks up +7% avg, FNV the only loser as predicted. The new story isn't gold price — it's the capital-return supercycle (NEM's $6B buyback, AEM's A- credit). Plus: silver's hidden demand crack and the trade for the next leg.