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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 17 of 17

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 17 of 17

Boom and bust of the recent silver and gold rush: the role of leveraged retail investors | BIS

> BIS: After a strong rally in 2025 and early 2026, gold and silver prices reversed abruptly in late January and February 2026. Retail-driven exuberance set the stage for outsize moves. Leveraged ETF rebalancing and margin calls amplified the swings. [https://bit.ly/4sdeNsd](https://t.co/5cjUwb1V1G)

Mar 18, 2026·Commodities
Boom and bust of the recent silver and gold rush: the role of leveraged retail investors | BIS

https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.html

*The Rise in Silver ETF Demand Has Reduced Available Inventory in London, Contributing to High and Volatile Prices*

Feb 19, 2026·Silver
https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.html

https://x.com/baldguymoney/status/2020652973626671551?s=20

*#Silver #Sprott*

Feb 9, 2026·Silver
https://x.com/baldguymoney/status/2020652973626671551?s=20

https://www.ft.com/content/8c6966f0-689c-454b-96bb-d406e6857ad6?segmentID=0bb4f69a-72d2-5619-4945-365b9d6d2888

*7-up or 7-down? #Gold #Silver*

Feb 6, 2026·Gold
https://www.ft.com/content/8c6966f0-689c-454b-96bb-d406e6857ad6?segmentID=0bb4f69a-72d2-5619-4945-365b9d6d2888

https://x.com/charliebilello/status/2016509370566078616?s=20

*#Commodities #1YrReturns*

Jan 29, 2026·Commodities
https://x.com/charliebilello/status/2016509370566078616?s=20

https://x.com/Schuldensuehner/status/2013547614201921612?s=20

Gold is now the most “crowded trade”, acc to BofA’s monthly Global Fund Manager Survey | [🔗 Holger Zschaepitz](https://x.com/Schuldensuehner/status/2013547614201921612?s=20) | #BofA #Gold

Jan 20, 2026·Investing
https://x.com/Schuldensuehner/status/2013547614201921612?s=20

https://x.com/KatusaResearch/status/2012941474070225179?s=20

Jan 20, 2026·Silver
https://x.com/KatusaResearch/status/2012941474070225179?s=20

infinite amount of cash

*Fed: Run it hot :P* - [🔗@calvinfroedge](https://x.com/calvinfroedge/status/2011474255028834769?s=20)

Jan 20, 2026·Macros
infinite amount of cash

https://x.com/MiningVisuals/status/2003045280741282263/photo/1

Jan 16, 2026·Silver
https://x.com/MiningVisuals/status/2003045280741282263/photo/1

https://www.mining.com/web/graphic-record-start-to-2026-brings-prospect-of-5000-gold-price-into-view/

“Should current geopolitical risks persist and US rate-cutting expectations remain intact, gold may attempt a more sustained breach of $4,600 in the coming weeks"

Jan 13, 2026·Gold
https://www.mining.com/web/graphic-record-start-to-2026-brings-prospect-of-5000-gold-price-into-view/

https://www.visualcapitalist.com/all-of-the-worlds-silver-reserves-by-country-in-one-visualization/

#Silver

Jan 7, 2026·Commodities
https://www.visualcapitalist.com/all-of-the-worlds-silver-reserves-by-country-in-one-visualization/

Untitled cb231a

[🔗2025 Commodity Performance - Peak Trading Research](https://x.com/PeakTrading/status/2006629530018942988?s=20)

Jan 3, 2026·Commodities
Untitled cb231a

Untitled a0c441

[🔗How to value Gold & Silver? - DSP Netra](https://x.com/SahilKapoor/status/1975040964751155253?s=20)

Dec 30, 2025·Commodities
Untitled a0c441

Untitled 6a420f

[Link](https://x.com/LukeGromen/status/2004621146587890014?s=20)

Dec 28, 2025·Commodities
Untitled 6a420f

Untitled 6a41e9

Link - [10 Silver Days of Christmas @abcampbell](https://x.com/abcampbell/status/2005124506130477500?s=20)

Dec 28, 2025·Commodities
Untitled 6a41e9

Untitled a9ee71

#Ag

Dec 27, 2025·Commodities
Untitled a9ee71

Gold & Silver at Record Highs: Which Is the Better Bet? | Commodity Champions

- **Vibe:** 🟢 **Ultra-Bullish (Silver)** - **Critical Takeaways:** - **AI Transformation:** Silver is pivoting from a "precious metal" to a **s...

Dec 24, 2025·Commodities
Gold & Silver at Record Highs: Which Is the Better Bet? | Commodity Champions
Source
CommoditiesGoldGold & Silver
+44 more tags
Macro / EconomicsMarkets & InvestmentsReport, Blogs & InsightsSilver

Boom and bust of the recent silver and gold rush: the role of leveraged retail investors | BIS

BIS: After a strong rally in 2025 and early 2026, gold and silver prices reversed abruptly in late January and February 2026. Retail-driven exuberance set the stage for outsize moves. Leveraged ETF rebalancing and margin calls amplified the swings. https://bit.ly/4sdeNsd

View Full Article
UJ
Mar 18, 2026
Source
SilverCommoditiesMacro / Economics
Source
SilverCommoditiesMacro / Economics
+33 more tags
Source
GoldSilverCommodities
Source
CommoditiesGoldSilver
+55 more tags
Source
InvestingGoldSilver
+88 more tags
Source
SilverCommoditiesReport, Blogs & Insights
+33 more tags
Source
MacrosInflationCredit
+99 more tags
Gold
Source
SilverCommoditiesKnowledge Bytes
+33 more tags
Source
GoldSilverCommodities
+44 more tags
Source
CommoditiesSilverKnowledge Bytes
CommoditiesGoldSilver
+44 more tags
CommoditiesGoldSilver
+44 more tags
CommoditiesSilverReport, Blogs & Insights
+33 more tags
CommoditiesSilverReport, Blogs & Insights
+33 more tags
CommoditiesSilverReport, Blogs & Insights
+33 more tags
CommoditiesGold
+5
5 more tags
FinanceGoldReport, Blogs & InsightsMarkets & InvestmentsGold & Silver

https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.html

The Rise in Silver ETF Demand Has Reduced Available Inventory in London, Contributing to High and Volatile Prices

View Full Article
UJ
Feb 19, 2026
Report, Blogs & InsightsMarkets & InvestmentsGold & Silver

https://x.com/baldguymoney/status/2020652973626671551?s=20

#Silver #Sprott

View Full Article
UJ
Feb 9, 2026
+5
5 more tags
Macro / EconomicsFinanceReport, Blogs & InsightsMarkets & InvestmentsGold & Silver

https://www.ft.com/content/8c6966f0-689c-454b-96bb-d406e6857ad6?segmentID=0bb4f69a-72d2-5619-4945-365b9d6d2888

7-up or 7-down? #Gold #Silver

View Full Article
UJ
Feb 6, 2026
Macro / EconomicsFinanceReport, Blogs & InsightsMarkets & InvestmentsGold & Silver

https://x.com/charliebilello/status/2016509370566078616?s=20

#Commodities #1YrReturns

View Full Article
UJ
Jan 29, 2026
CommoditiesBofAFinanceReport, Blogs & InsightsMacro / EconomicsMarkets & InvestmentsGold & SilverEquity

https://x.com/Schuldensuehner/status/2013547614201921612?s=20

Gold is now the most “crowded trade”, acc to BofA’s monthly Global Fund Manager Survey | 🔗 Holger Zschaepitz | #BofA #Gold

View Full Article
UJ
Jan 20, 2026
Macro / EconomicsMarkets & InvestmentsGold & Silver

https://x.com/KatusaResearch/status/2012941474070225179?s=20

View Full Article
UJ
Jan 20, 2026
Silver
Commodities
Meme
Podcast
Macro / Economics
Markets & Investments
Monetary Policy
Gold & Silver

infinite amount of cash

Fed: Run it hot :P - 🔗@calvinfroedge

View Full Article
UJ
Jan 20, 2026
Macro / EconomicsMarkets & InvestmentsGold & Silver

https://x.com/MiningVisuals/status/2003045280741282263/photo/1

View Full Article
UJ
Jan 16, 2026
Report, Blogs & InsightsMacro / EconomicsMarkets & InvestmentsGold & Silver

https://www.mining.com/web/graphic-record-start-to-2026-brings-prospect-of-5000-gold-price-into-view/

“Should current geopolitical risks persist and US rate-cutting expectations remain intact, gold may attempt a more sustained breach of $4,600 in the coming weeks"

View Full Article
UJ
Jan 13, 2026
+3
3 more tags
Macro / EconomicsMarkets & InvestmentsGold & Silver

https://www.visualcapitalist.com/all-of-the-worlds-silver-reserves-by-country-in-one-visualization/

#Silver

View Full Article
UJ
Jan 7, 2026
Report, Blogs & InsightsMarkets & InvestmentsMacro / EconomicsGold & Silver

Untitled cb231a

🔗2025 Commodity Performance - Peak Trading Research

View Full Article
UJ
Jan 3, 2026
Report, Blogs & InsightsMarkets & InvestmentsMacro / EconomicsGold & Silver

Untitled a0c441

🔗How to value Gold & Silver? - DSP Netra

View Full Article
UJ
Dec 30, 2025
Markets & InvestmentsMacro / EconomicsGold & Silver

Untitled 6a420f

Link

View Full Article
UJ
Dec 28, 2025
Markets & InvestmentsMacro / EconomicsGold & Silver

Untitled 6a41e9

Link - 10 Silver Days of Christmas @abcampbell

View Full Article
UJ
Dec 28, 2025
Markets & InvestmentsMacro / EconomicsGold & Silver

Untitled a9ee71

#Ag

View Full Article
UJ
Dec 27, 2025
Silver
+44 more tags
PodcastMarkets & InvestmentsMacro / EconomicsGold & Silver

Gold & Silver at Record Highs: Which Is the Better Bet? | Commodity Champions

  • Vibe: 🟢 Ultra-Bullish (Silver)
  • Critical Takeaways:
  • AI Transformation: Silver is pivoting from a "precious metal" to a **s...
View Full Article
UJ
Dec 24, 2025