This letter is Peter’s key contribution to the Gold Advisor world and it is a welcome one. Silver is a world unto itself, with its own equity metrics, macro forces, and dedicated investors. Silver also usually outperforms gold in a bull market. For all of those reasons, silver deserves its own newsletter – and until SSI no such newsletter existed! Peter covers the whole silver spectrum, from physical to major miners to junior explorers.
Inflation is still above 3%, which is 50% above the Fed’s stated 2% target. And there’s no clear path to 2%. What if inflation were to continue to rise, even slowly?