This bull run in both gold and silver is justified. In fact, both are arguably underpriced given the fact that the economy is hopelessly addicted to inflation.
China has been a very willing player having invested heavily in Indonesia, building smelters and using their technology to produce battery-grade nickel cheaply, though at a horrendous cost to the environment.
Another wildcard to throw into the question of if and when the Fed cut rates, is the $13 trillion of government debt about to roll over at higher levels of interest.
When it rains, it pours; when it snows, it blows.
Two South American countries embrace sound money, while the US does not.
You can go broke waiting for a disaster to arrive, and then suffer like everyone else because you ran out of resources the week before the disaster hit.
Gold gets stronger under laser pulses. If the SLAC labs are accurate in their science, gold plating will be the most significant industrial use of gold to date.
Or, at least, the hopes of a soft landing are going down as prices rise.
You can effectively use a stick to keep people in line. But you might find yourself in trouble if they pick up a bigger stick.
Casey: "Your kids are your most important asset. You shouldn’t entrust them to government bureaucrats who will indoctrinate them with bad values and misinformation."