The other day, I was fascinated by the rise of gold and silver. I feel it marks an important shift in the movement from bits (SaaS, software, tech) to atoms (robotics, space, AI) and there were signs emerging that just made this make sense.

In a short period of time, the run in both gold and silver became something for the history books. However, as the saying often goes, just when you think the markets are invincible, like nothing can stop them, that’s just when they’re set to reverse.

As of this typing, Silver is undergoing its worse percentage and dollar drop in over 40 years. A drop like this has not happened since the great silver corner from the Hunt Brothers:

I’ll be watching this trade closely.

Some will say the trend is over.

But some will also say this is really just the start.

Let’s find out in the coming months.