The silver rally has been truly historic. Weekly market recap, trading week 52/2025

Summary of the trading week using the most popular posts from the X platform

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Global Markets Investor
December 28, 2025

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🔥🔥 GLOBAL MARKETS INVESTOR PORTFOLIO — UP 64% SINCE JANUARY 2024 DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:

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globalmarketsinvestor.beehiiv.com/c/investment-portfolio

In this series, you can find financial markets posts with the highest number of interactions from my X platform feed over the most recent week. I am aware that not everybody uses X regularly, so I thought it could provide some value to your analysis, and investment process. These posts are surrounded by extra charts, commentary and explanations of complicated topics.

US stocks finished higher with the S&P 500 posting the best week in a month.

Treasuries are set for a monthly decline, but on pace for their best year since 2020.

Meanwhile, silver spiked +18%, the biggest weekly jump in 27 years.

In case you missed it, other posts from this week are listed below.

Top 20 charts of 2025

These were the most followed themes this year by investors and market watchers worldwide

globalmarketsinvestor.beehiiv.com/p/top-20-charts-of-2025

⚠️CHART OF THE WEEK: The level of leverage in the ETF market is at extreme levels

Traders are piling into long-leveraged ETFs at a record pace

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-the-level-of-leverage-in-the-etf-market-is-at-extreme-levels

The quality of US economic data has rarely been this bad

The accuracy and trust in the data are unfortunately fading

globalmarketsinvestor.beehiiv.com/p/the-quality-of-us-economic-data-has-rarely-been-this-bad

Wall Street fund managers are having one of the worst years in a decade

The majority of large-cap mutual funds are underperforming the market

globalmarketsinvestor.beehiiv.com/p/wall-street-fund-managers-are-having-one-of-the-worst-years-in-a-decade

China continues to sell US Treasuries

China is diversifying away from the US Dollar

globalmarketsinvestor.beehiiv.com/p/china-continues-to-sell-us-treasuries

The US stock market has never been this expensive

Valuations have even exceeded the 2000 Dot-Com Bubble levels

globalmarketsinvestor.beehiiv.com/p/the-us-stock-market-has-never-been-this-expensive

1) Weekly performance. In the first post attached, you can see last week’s performance of the major US indexes, the VIX volatility index, 10-year Treasury yield, the US Dollar, gold, silver, WTI Crude oil and Bitcoin.

- S&P 500 +1.4%
- Nasdaq +1.2%
- Dow Jones +1.2%
- Russell 2000 (small caps) +0.2%
- US 10-year Treasury yield -2 bps
- VIX -9%, front month VIX futures -4%
- US Dollar index -0.5%
- Gold +4.0%
- Silver +18%
- WTI Crude Oil +0.7%

Gold and silver are making history

What's next for the most in-demand precious metals?

globalmarketsinvestor.beehiiv.com/p/gold-and-silver-are-making-history

⚠️CHART OF THE WEEK: Will the gold outperformance of the S&P 500 continue for years?

Food for thought regarding gold and the S&P 500 relative performance

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-will-the-gold-outperformance-of-the-s-p-500-continue-for-years

- Bitcoin -1.0%

Is Bitcoin going to $1,000,000?

What to expect from the world's largest cryptocurrency in the coming months and years

globalmarketsinvestor.beehiiv.com/p/is-bitcoin-going-to-1000000

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For the trading week ending January 2, key events are:

- FOMC Minutes on Tuesday

- US S&P Global Manufacturing PMI Final Reading for December on Friday

Markets face another low-volume week before 2026 begins, with plenty of US labor market and economic data arriving in the first week.

2) Precious metals are facing a supply squeeze, especially in the silver and platinum markets.

3) Institutional investors demand for US equities is falling.

4) China is driving the global money supply surge.

5) Some additional posts that include interesting data.

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