🔥A remarkable rise in gold and silver prices

Despite overbought conditions, precious metals continue grinding higher

Author

Global Markets Investor
August 08, 2025

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Gold and silver prices have risen 75% and 60% over the last 2 years, significantly outperforming the S&P 500 increase of 40%.

Year-to-date, gold and silver are up 30% and 33% while the S&P 500 just 8%.

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Meanwhile, fears of a funding crisis are growing after the US unexpectedly imposed tariffs on Swiss gold bars, upending global bullion markets. The US Customs ruling, dated July 31, subjects 1-kilo and 100-ounce gold bars to new levies, a shock move since such bars were previously exempt as bullion.

Switzerland, which refines 90% of the world’s mined gold, faces major disruption, potentially driving up US gold prices. The decision could force a mass closeout of short positions in London’s funding markets and disrupt the triangular gold trade between London, Switzerland, and New York.

With Swiss refining dominance, supply chain adjustments will be difficult, raising concerns about broader market instability.

This is obviously bullish for gold, reflecting market fears of supply disruptions and higher costs.

🔥This is the year of precious metals

Gold, silver and platinum are crushing US stocks and other assets this year

globalmarketsinvestor.beehiiv.com/p/this-is-the-year-of-precious-metalsthe-us-labor-market-headline-numbers-are-useless-1

🚨 US stock market euphoria reaches Dot-Com Bubble levels

Do market sentiment and investor behavior signal a warning?

globalmarketsinvestor.beehiiv.com/p/us-stock-market-euphoria-reaches-dot-com-bubble-levels

⚠️Portfolio performance review as of July 2025

Assessment of my long-term investment portfolio as of July 2025

globalmarketsinvestor.beehiiv.com/p/portfolio-performance-review-as-of-july-2025

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