February Brief – All That Glitters

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While US equity markets have been treading water more than rallying this year, one area of the market that continues to be strong is precious metals. Even with the Silver & Gold meltdown a few weeks ago, which saw Silver prices plummet -30% in a day and Gold -17% dragging down most precious metals, both commodities are still strongly positive on the year and outperforming stocks, bonds, real estate, agricultural commodities and energy commodities. We feel precious metals could continue to be an asset to own in 2026 and march to much higher highs due to 3 main factors.

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January 2026 Brief – Maximum Pressure

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Tariff War 2.0, or Territory War 1.0 if you prefer, is in full swing and has potential to cause significant near-term market disruptions. While we typically preach that politics matters less to the markets than to us personally, that was before politics was wielding such a heavy hand regarding regulations, taxation, tariffs, and the global world order. 2026 has started with rapid-fire policy-by-tweet, of which we are left attempting to decipher what is inflated hyperbole and what may be a real priority to be implemented. One of our themes for 2026 is “don’t fight the admin,” like the adage “don’t fight the Fed,” it means if policy is going to change market dynamics – don’t fight the direction that policy is flowing.

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Special Update – What Happened In Venezuela?

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At approximately 2am Friday Evening 1/2/26, US forces launched a large scale “air, land and sea” military attack on Venezuela involving at least 150 aircraft and capturing current President Nicolas Maduro and his wife, who are currently on route to New York to be held and charged on drug crimes. The Justice Department is charging them, and 5 others with roles in the drug-trafficking network called Cartel de los Soles and helping move large shipments of cocaine to the USA. This is one of the first US led regime changes in the last 30 years and does follow the script of “Operation Just Cause” in Jan 1990 to remove Manuel Noriega from Panama. And in a twist of fate, the arrest occurred 36 years to the day of the arrest of Manuel Noriega.

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