gold – Anne Z

Day 474 of 1000: A Return to Tangibles in Investing

Have we left the U.S. tech multi-year investment theme and now moving into a commodities supercycle? One investment manager’s theory.

September 26, 2026

Day 300 of 1000: Portfolio Planning During Geopolitical Conflict

Last week’s chart action in the S&P 500 might make people think we’re back to bull market programming. Not so fast.

April 5, 2026

Day 271 of 1000: Financial Shenanigans in Oil and Silver

A lengthy discussion of paper vs physical futures markets, short-selling, and the supply deficit in silver.

March 7, 2026

Day 267 of 1000: Pondering Portfolio Moves After a Weekend of War

A Monday morning musing about financial markets after the U.S./Israel attack on Iran over the weekend. I’m expecting things to take some time to play out, so no immediate action is necessary.

March 2, 2026

Day 238 of 1000: Hello February

On deck this week, learning about commodity exchanges (and watching precious metal prices on them) + a new metallic painting series.

February 1, 2026

Day 237 of 1000: Lessons in Liquidity | the Silver Market Crash of 2026

Analyzing yesterday’s precious metals market crash. Where will the silver market go next?

January 31, 2026

Day 236 of 1000: Precious Metals Under Pressure

Gold, silver, and other precious metals are under heavy selling pressure today. Possible reasons, and implications for investors.

January 30, 2026

Day 235 of 1000: The Physical Delivery of Silver

I share a video and theory from Andy Schectman, a precious metals dealer, about why the silver price is surging, and the risks of the supply-demand imbalance that exists in the silver market.

January 29, 2026