Asset Sentiment™ Report – January 2026

Introduction

Welcome to the January 2026 edition of the Asset Sentiment™ Report, a comprehensive report designed to provide investors with actionable insights from a distinguished panel of industry experts.

This report aggregates expert analyses across key asset classes; gold, silver, copper, uranium, oil, gold miners, silver miners, the S&P 500, Nasdaq, short-term treasuries, and long-term treasuries, over a 6- to 12-month investment horizon.

Each asset is scored on a 1–100 scale (100 = extreme buy, 1 = extreme sell), with sentiment scores calculated as averages of expert rankings, compared to November 2025 to highlight evolving trends.

Readers will gain a nuanced understanding of market dynamics amid a challenging macro environment marked by persistent inflation (forecasted at 2.5–3% by mid next year, with some expecting higher due to tariffs and currency debasement), unsustainable U.S. debt levels, geopolitical tensions, and a potential market correction driven by overvaluation and economic slowdown signals.

The report includes a robust inflation expectations section, quantifying forecasts and their implications for investment strategy, alongside portfolio allocation recommendations emphasizing precious metals, select commodities, and defensive fixed-income assets.

There is a “Key Takeaways” section at the end that distills the aggregate macro outlook, identify top-performing assets, and provides strategic guidance for optimizing portfolios in a high-risk environment, making this report an essential tool for investors seeking clarity and opportunity.

Expert Panel

• Alex Krainer: Founder of Krainer Analytics, specializing in geopolitics, finance, and investments. His work includes trend analysis and macro insights. Connect via trendcompass.substack.com, alexkrainer.substack.com, or on X at @NakedHedgie.

• Chris Vermeulen: Founder of Technical Traders Ltd., an expert in market cycles and asset rebalancing. Connect at thetechnicaltraders.com or assetrebalancing.com.

• Ferg Cullen: Market analyst and trader, known for objective insights on mass behavior in markets. Connect via traderferg.substack.com.

• Laks Ganapathi: CEO of Unicus Research, specializing in short-selling and credit market analysis. Connect at unicusresearch.com, contrarianunicus.substack.com, or on X at @UnicusResearch.

Asset Class Analysis: Gold

• January 2026 Sentiment Score: 86

• November 2025 Sentiment Score: 88

• Differential: -2 (Negative)

• Variance: Sentiment remains very high but with a slight decline.

• Expert Comments:

  • Alex Krainer (Score: 90): “Gold at 90… Central bank buying and debt issues make it a strong buy, with dips as opportunities.”

  • Chris Vermeulen (Score: 85): “Gold, 85… In a bullish cycle, with strong long-term gains expected despite consolidation.”

  • Ferg Cullen (Score: 90): “Gold, 90… Safe haven amid mass behavior shifts and economic uncertainty.”

  • Laks Ganapathi (Score: 80): “Gold, 80… A hedge against inflation and debt, but watch for corrections.”

• Conclusion: Sentiment for gold remains robustly bullish, with a slight decline (-2) from November, reflecting its enduring role as a safe-haven asset amid global debt accumulation, central bank buying, and geopolitical uncertainties. Krainer’s high score emphasizes gold’s strength in a debt-driven environment, viewing dips as buying opportunities due to ongoing BRICS de-dollarization and monetary debasement. Vermeulen’s 85 highlights gold’s position in a long-term bullish cycle, anticipating sustained gains despite potential short-term consolidations linked to broader market dynamics. Cullen’s 90 underscores gold’s appeal as a hedge against mass behavioral shifts in markets, where economic uncertainty amplifies its safe-haven status. Ganapathi’s 80 positions gold as a reliable inflation and debt hedge, though he advises vigilance for corrections amid rising rates. The negative differential signals a minor tempering of enthusiasm, likely due to short-term market volatility, but gold’s fundamentals support a stable 85–90 range, making it a cornerstone for portfolios facing systemic risks.

Asset Class Analysis: Silver

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Asset Sentiment™ Report – October 2025

Introduction

Welcome to the October 2025 edition of the Asset Sentiment™ Report, a comprehensive report designed to provide investors with actionable insights from a distinguished panel of experts navigating the volatile landscape of financial markets.

This report aggregates expert analyses across key asset classes; gold, silver, copper, uranium, uranium miners, oil, gold miners, silver miners, the S&P 500, Nasdaq, short-term treasuries, and long-term treasuries, over a 6- to 12-month investment horizon.

Each asset is scored on a 1–100 scale (100 = extreme buy, 1 = extreme sell), with sentiment scores calculated as averages of expert rankings, compared to September 2025 to highlight evolving trends. investors will gain a nuanced understanding of market dynamics amid a challenging macro environment marked by persistent inflation (forecasted at 2–3% by year-end, with deflationary pressures emerging), unsustainable U.S. debt levels, geopolitical tensions, and a potential debt and AI-driven market bubble.

The report includes a robust inflation expectations section, quantifying forecasts and their implications for investment strategy, alongside portfolio allocation recommendations emphasizing precious metals, select commodities, and defensive fixed-income assets.

Key takeaways distill the macro outlook, identify top-performing assets, and provide strategic guidance for optimizing portfolios in a high-risk environment, making this report an essential tool for investors seeking clarity and opportunity.

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Introduction

Welcome to the September 2025 edition of the Asset Sentiment™ Report, a comprehensive guide designed to provide investors with actionable insights from a distinguished panel of experts navigating the volatile landscape of financial markets.

This report aggregates expert analyses across key asset classes; gold, silver, copper, uranium, uranium miners, oil, gold miners, silver miners, the S&P 500, Nasdaq, short-term treasuries, and long-term treasuries; over a 6- to 12-month investment horizon.

Each asset is scored on a 1–100 scale (100 = extreme buy, 1 = extreme sell), with sentiment scores calculated as averages of expert rankings, compared to August 2025 to highlight evolving trends.

Detailed conclusions synthesize expert perspectives, offering insights into each asset’s role in portfolios facing economic uncertainty, tariff-induced volatility, and shifting monetary policies.

The report includes a robust inflation expectations section, quantifying forecasts and their implications for investment strategy, alongside portfolio allocation recommendations emphasizing precious metals, select commodities, and defensive fixed-income assets.

Key takeaways distill the macro outlook, identify top-performing assets, and provide strategic guidance for optimizing portfolios in a high-risk environment, making this report an essential tool for investors seeking clarity and opportunity.

If you are not already subscribed, consider subscribing now to access this and other premium content. If you are already a subscriber, just scroll on down to access.

Expert Panel

• Chris Marcus: Founder and host of Arcadia Economics on YouTube and publisher of the Golden Silver Daily Substack. A former options trader, Marcus focuses on precious metals and broader market trends, offering insights into economic shifts and investor sentiment. Connect with him at goldsilverdaily.substack.com, via email at chris@arcadiaeconomics.com, or on X at @ArcadiaEconomic.

• Dave Collum: Professor of organic chemistry at Cornell University, a passionate libertarian, and a sharp observer of the Austrian business cycle. Collum provides critical market commentary, emphasizing systemic risks. Find him on X at @DavidBCollumor through his annual blog posts.

• Doomberg: A leading voice in financial and energy analysis, known for no-nonsense commentary on commodities, geopolitics, and energy markets. Doomberg’s energy-focused lens offers unique perspectives on market dynamics. Access their work at doomberg.com.

• Larry McDonald: Founder of the Bear Traps Report and New York Times bestselling author of When Markets Speak. McDonald specializes in decoding market signals, focusing on risk management and volatility. Connect at info@thebeartrapsreport.com (mailto:info@thebeartrapsreport.com), on X at @Convertbond, or via his book on Amazon.

• Mike McGlone: Senior Commodities Analyst at Bloomberg Intelligence, with extensive expertise in metals, energy, and agriculture markets. McGlone’s data-driven insights decode commodity price trends. Reach him on the Bloomberg terminal, on X at @MikeMcGlone11, or via LinkedIn as Mike McGlone, Senior Commodity Strategist.

Asset Class Analysis: Gold

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Asset Sentiment™ Report – August 2025

Introduction

Welcome to the August 2025 edition of the **Asset Sentiment™ Report**, a comprehensive resource designed to empower investors with actionable insights derived from a distinguished panel of industry experts. This report offers a detailed analysis of key asset classes over a 6- to 12-month investment horizon, providing a clear framework for navigating the complexities of today’s financial markets.

Each asset class—encompassing precious metals (gold, silver), base metals (copper), energy commodities (uranium, oil), mining equities (gold miners, silver miners, uranium miners), equity indices (S&P 500, Nasdaq), and fixed-income securities (short-term and long-term treasuries)—is evaluated on a 1–100 scale (100 = extreme buy, 1 = extreme sell), with sentiment scores calculated as averages of expert rankings.

These scores are compared to July 2025 to highlight emerging trends, offering readers a dynamic view of shifting market sentiment. The report dives into the macroeconomic environment, characterized by persistent inflation (projected at 2–3.5% by year-end, with unofficial estimates as high as 7–8%), unsustainable U.S. debt levels, and economic uncertainties, including potential slowdowns and tariff-driven price pressures.

A dedicated inflation expectations section quantifies the panel’s forecasts for the end of 2025, and they also share the implications for asset selection and portfolio construction.

As you will read, their portfolio allocation recommendations emphasize a defensive strategy, prioritizing precious metals, other hard assets, and short-term treasuries, with clear guidance on reallocating from riskier equities and long-term bonds to mitigate downside risks.

This August report concludes with the experts key takeaways that distill the macro outlook, identify top-performing assets, and outline strategic priorities, making it an indispensable tool for investors seeking to optimize their portfolios in a volatile and inflationary market environment.

Expert Panel

- Clive Thompson: Retired managing director of wealth management.

- Dana Samuelson: President of American Gold Exchange.

- Jesse Felder: Founder of the Felder Report and former hedge fund manager.

- Peter Boockvar: Chief Investment Officer of OnePoint BFG Wealth Partners.

- Peter Grandich: Renowned market commentator and former portfolio manager.

Asset Class Analysis: Gold

- August 2025 Sentiment Score: 82

- July 2025 Sentiment Score: 80

- Differential: +2 (Positive)

- Variance: Sentiment for gold is very high with a slight increase.

- Expert Comments:

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Asset Sentiment™ Tracker Report – July 2025

The Asset Sentiment™ Report series, exclusively for Metals and Miners Premium Subscribers, delivers a data-driven analysis of expert sentiment across key assets, including gold, silver, copper, uranium, and their respective mining sectors, as well as broader market indices like the Nasdaq and S&P 500 plus treasuries, inflation expectations, portfolio allocations and their key takeaways.

Each report aggregates insights from leading industry experts who rank assets on a scale of 1-100 (100 being an extreme buy, 1 an extreme sell) and provide their concise reasoning. The series calculates a "sentiment score" for each asset, summarizes expert commentary, and offers actionable conclusions to guide investment decisions. Designed for premium subscribers, this series provides unparalleled access to expert perspectives to navigate the evolving metals and mining markets.

Summary

The July 2025 Asset Sentiment™ Report, based on insights from Andy Schectman, Daniel Lacalle, Nomi Prins, John Feneck, Michael Howell, Rick Rule, Steph Pomboy, and Tavi Costa, highlights robust sentiment for precious metals and miners amid systemic risks.

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The Asset Sentiment™ report series, exclusively available to Metals and Miners Premium Subscribers, provides a comprehensive and data-driven analysis of expert sentiment across key assets, including gold, silver, copper, uranium, and their respective mining sectors, as well as broader market indices like the Nasdaq and S&P 500, short and long term treasuries, inflation and recession expectations and portfolio allocation recommendations. You can’t find this anywhere else.

Each report aggregates insights from leading industry experts, who rank assets on a scale of 1-100 (with 100 being an extreme buy and 1 an extreme sell) and provide concise reasoning for their positions. The series calculates a "sentiment score" for each asset, summarizes expert commentary, and delivers actionable conclusions to help subscribers navigate market trends and make informed investment decisions.

Designed for premium subscribers, this series offers unparalleled access to expert perspectives, helping you stay ahead in the ever-evolving metals and mining markets.

Introduction

Welcome to the June 2025 edition of the Asset Sentiment™ Report, featuring the perspectives of a distinguished group of industry experts:

• Doomberg: A widely followed financial commentary platform known for its incisive analysis of energy, commodities, and macro trends, connect via doomberg.substack.com or follow on X.

• Matthew Piepenburg: Partner at Von Greyerz Gold Switzerland, specializing in precious metals and macro investing, follow at vongreyerz.com.

• Michael Oliver: Founder of Momentum Structural Analysis, renowned for his technical analysis of markets and commodities, connect via olivermsa.com or X.

• Vince Lanci: Veteran trader and market analyst with expertise in precious metals and commodities, follow on X or through his contributions at goldfix.substack.com.
  

These experts provide raw, unfiltered takes on assets ranging from precious metals to equities, offering insights to navigate today’s volatile markets. This month, we’ve included portfolio allocation recommendations and key takeaways to provide deeper strategic insights, along with comparisons to May 2025 sentiment to highlight trends. Dive in to see how these perspectives can inform your investment!

Gold

• Sentiment Score: 80.8

• Previous Month Sentiment Score: 81.9

• Differential: -1.1

• Variance: -1.3%

• Expert Comments (Descending Order):

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Asset Sentiment Tracker Report – May 2025

The Asset Sentiment Tracker Report series, exclusively available to Metals and Miners Premium Subscribers, provides a comprehensive and data-driven analysis of expert sentiment across key assets, including gold, silver, copper, uranium, and their respective mining sectors, as well as broader market indices like the Nasdaq and S&P 500, short-term and long-term treasuries, inflation expectations, portfolio allocations, and some key takeaways.

Each report aggregates insights from leading industry experts, who rank assets on a scale of 1-100 (with 100 being an extreme buy and 1 an extreme sell) and provide concise reasoning for their positions. The series calculates a "sentiment score" for each asset, summarizes expert commentary, and delivers actionable conclusions to help subscribers navigate market trends and make informed investment decisions.

This series offers unparalleled access to expert perspectives, helping you stay ahead in the ever-evolving metals and mining markets. Dive in to learn about this month’s participating experts and their asset rankings, inflation expectations, portfolio allocations and more.

Introduction

Welcome to the May 2025 edition of the Asset Sentiment Tracker Report, focusing exclusively on the perspectives of a select group of industry experts:

• Ben Finegold: Investor and analyst with a focus on macroeconomic trends, connect via LinkedIn or X.

• Bob Coleman: Founder of Profits Plus Capital Management and Idaho Armored Vaults, specializing in precious metals, follow on X or profitspluscapital.com.

• Julian Brigden: Macro strategist with expertise in global markets, connect via LinkedIn or X.

• Louis-Vincent Gave: Co-founder of Gavekal Research, focusing on global economic trends, visit gavekal.com or follow on X.

• Marc Faber: Renowned investor and editor of the Gloom, Boom & Doom Report, follow at gloomboomdoom.com or on X.

• Rick Rule: Veteran resource investor and CEO of Rule Investment Media, connect via ruleinvestmentmedia.com or X.

• Rob Kientz: Precious metals expert and founder of Gold Silver Pros, follow on goldsilverpros.com or X.

• Todd "Bubba" Horwitz: Founder of Bubba Trading, with over 40 years in financial markets, visit bubba-trading.com or follow on X.

These experts provide raw, unfiltered takes on assets ranging from precious metals to equities and treasuries, offering insights to navigate today’s volatile markets. This month, we’ve included portfolio allocation recommendations from these select experts to provide deeper strategic insights, along with comparisons to April 2025 sentiment to highlight evolving trends. Dive in to see how these perspectives can inform your investment approach!

Gold

Sentiment Score: 81.9
Previous Month Sentiment Score: 84.4
Differential: -2.5
Variance: -3.0%

Expert Comments (Descending Order):

• Ben Finegold (90): "Purely a risk mechanism against the turmoil caused by President Trump."

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PREMIUM

Dear Metals and Miners Subscribers,

The April 2025 Asset Sentiment Tracker Report is here, and it is delivering critical insights from top industry experts to sharpen your investment strategy. This isn’t static data—it’s a dynamic snapshot of the experts sentiment towards gold, silver, copper, uranium, miners, the NASDAQ, S&P 500, treasuries, inflation expectations, and even portfolio allocation recommendations distilled from expert voices like John Ciampaglia, Martin Armstrong, Adrian Day, Jim Iuorio and others.

The markets are shifting fast and so is the experts sentiment towards them and this report cuts through the noise to reveal where the experts see opportunities and risks lurking. The experts answer the following questions and more…

• Is gold still a buy?

• Should I park cash in short-term treasuries?

• Is now the time to get back into uranium?

• Do you expect inflation to rise once again?

• Is a rotation out of tech stocks and the NASDAQ happening?

• Do you have portfolio recommendations beyond the traditional 60/40?

For investors seeking an advantage, this is another tool in your tool-belt. It’s not just numbers; it’s the experts research and analysis leading to their benchmark, its often their portfolio allocations and its always what assets they like and dislike, and their key takeaways to guide your next move. The most important factor is they are sharing what they know about the asset RIGHT NOW!

The report also shows you how this month’s sentiment data compares to last month’s. Is it up or down and by how much. Those sentiment moves can tell you just as much about the asset class as their actual sentiment. Getting in or out of an asset early can make a huge difference in the outcome and if you knew what the experts knew, this tool might just help you make that important decision.

Premium subscribers, scroll down to dive in now—your ready to access.

Free subscribers, unlock this report and our full archive of premium content, including in-depth analyses beyond this Asset Tracker, for $0.80/day, $30/month or a discounted $300/year (giving you 2 free months). There is so much value and utility here.

Know how the experts feel about each asset class rather than assuming. Read their own words. Why settle for guesswork when you can invest with clarity?

Upgrade HERE if you are not a premium subscriber and join the Metals and Miners community that is staying ahead of the curve. The markets don’t wait—neither should you.

Best regards,
Gary Bohm, Founder
Metals and Miners

Asset Sentiment Tracker Report – April 2025

The Asset Sentiment Tracker Report series, exclusively available to Metals and Miners Premium Subscribers, provides a comprehensive and data-driven analysis of expert sentiment across key assets, including gold, silver, copper, uranium, and their respective mining sectors, as well as broader market indices like the Nasdaq and S&P 500, short-term and long-term treasuries, inflation expectations, portfolio allocations, and some key takeaways from the experts.

Each report aggregates insights from leading industry experts, who rank assets on a scale of 1-100 (with 100 being an extreme buy and 1 an extreme sell) and provide concise reasoning for their positions. This series offers unparalleled access to expert perspectives on the various asset classes, helping you stay ahead in the ever-evolving markets.

INTRODUCTION

Welcome to the April 2025 edition of the Asset Sentiment Tracker Report, your

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"Gold’s on a rollercoaster”

“oil’s tanking hard”

“Volatility is high.”

“It’s in a breakout move, but caution is advised against chasing the price.”

“In a secular bull market, but in a cyclical bear, cautious until the bear ends.”

…and you won’t believe what the experts are saying about silver miners, uranium & inflation-——DON’T MISS THIS!

Listen up, fellow investors—February’s Asset Sentiment Tracker™ report is here, and it’s packed with explosive insights that could shake up your portfolio. Our incredible team of industry heavyweights and experts, from Dr. Nomi Prins to Michael Pento to former President Ronald Reagan economic advisor Professor Steve Hanke, have laid bare their no-holds-barred takes on gold, silver, copper, uranium, the miners, oil, the Nasdaq/S&P 500 and where inflation is headed in 2025. But let me warn you: the numbers don’t lie, and some of these shifts are jaw-dropping.

Gold’s sentiment has plummeted 16% since January—why are the bulls suddenly cautious? And oil’s freefall to a measly 31.7 score? That’s a 29.6% nosedive, fueled by Trump’s “drill, baby, drill” obsession and market headwinds. You’ll find surprises like silver miners surging 12.6% in optimism, proving the real action might be underground. But here’s the kicker—there’s more hidden in these pages, and you’ll want to dig into the full report to see where the real value lies.

Premium Subscribers: Scroll down and dive right into the data. You’ve got the keys to the vault—use them!

Free Subscribers: Hold up—don’t settle for crumbs when you can feast on the full banquet. For just $30 per month (or receive discounts with an annual upgrade), you unlock every report, every month, including this one, with zero barriers. Why gamble with half the story when you can have the whole truth?

President Trump’s new team and policies is causing wild market volatility—fueled by his tariff threats, DOGE’s deregulation and abuse catching frenzy, a Mag7 growth slowdown, and looming economic jitters—is shaking markets to their core. Don’t let this chaotic policy whirlwind blindside your investments!

Upgrade now, and get the unfiltered, hard-hitting analysis you need to stay ahead of the curve. Trust me, this report’s gold mine of insights is worth the premium subscription alone. Click here to go premium before the next surprise hits.

Subscribe now

Let’s pull apart the wreckage of February’s market chaos together—don’t miss out!

Dive into the Asset Sentiment Tracker now…

THE ASSET SENTIMENT TRACKER™ REPORT – MARCH 2025

This report aggregates insights from our industry experts, providing a comprehensive overview of their views on gold, silver, copper, uranium, oil, and major indices like the Nasdaq and S&P 500, plus inflation expectations and some discussions on bonds! Each asset is assigned a sentiment score based on expert rankings (1-100, where 100 is an extreme buy and 1 is an extreme sell).

Additionally, we include some expert comments and a summary conclusion for each asset. This month, we introduce a comparative analysis, showing March’s sentiment score alongside February’s, along with the differential and variance from one month to the next, allowing you to visually track asset sentiment trends!

MEET THIS MONTH’S EXPERTS

This month’s insights are provided by a diverse group of industry experts, each bringing unique perspectives and expertise:

• Peter Spina: Founder of GoldSeek.com and SilverSeek.com, a leading authority on precious metals and commodities. Follow his work at Goldseek.com or on X.

• Bruce Lane: Uranium CEO specializing in Australian markets and commodities, with a focus on uranium and gold. Connect via LinkedIn or follow on X.

• Dr. Nomi Prins: Former Wall Street executive and author, expert in global finance, metals, and energy. Follow on X or visit nomiprins.com.

• Andy Schectman: President of Miles Franklin Precious Metals, specializing in gold, silver, and market trends. Follow on X or visit milesfranklin.com.

• Simon Ree: Technical trader and market analyst, focusing on commodities and indices. Follow on X or visit his website for insights.

• Gary Savage: Technical analyst and founder of The Smart Money Tracker, expert in market cycles and commodities. Follow on X.

• Professor Steve Hanke: Former President Ronald Reagen economic advisor, Professor of Applied Economics at Johns Hopkins University, and renowned for monetary policy and asset analysis. Follow on X.

• Michael Pento: Founder of Pento Portfolio Strategies, focusing on macroeconomics, bonds, and commodities. Follow on X or visit pentoport.com.

• Tony Greer: Founder of TG Macro, macro strategist specializing in indices, commodities, and energy. Follow on X or visit tgmacro.com.

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Introduction

Welcome to the inaugural edition of THE ASSET SENTIMENT TRACKER™, a monthly report capturing expert sentiment on key assets across various sectors. The information contained in this report goes beyond what is covered in our publicly available YouTube videos, offering in-depth analysis, proprietary data, and expert perspectives reserved only for our premium subscribers.

By accessing this content, you gain a competitive edge with detailed market trends asset performance metrics, and strategic recommendations that are not shared elsewhere. I am committed to delivering premium-quality insights to help you make more informed decisions and stay ahead in today’s dynamic financial landscape. Thank you for being a part of our premium Substack community!

THE ASSET SENTIMENT TRACKER™ report aggregates insights from industry experts, providing a comprehensive overview of their views on gold, silver, copper, uranium, oil, and major indices like the Nasdaq and S&P 500. Each asset is assigned a sentiment score based on expert rankings (1-100, where 100 is an extreme buy and 1 is an extreme sell).

Additionally, we include expert comments and a summary conclusion for each asset. Starting next month, we will introduce a comparative analysis, showing the previous month's sentiment score alongside the current score, along with a differential and variation analysis so you can visually see the asset’s sentiment trend.

Meet this month’s Experts

This month’s insights are provided by a diverse group of industry experts, each bringing unique perspectives and expertise:

1. Chris Whalen – A seasoned financial analyst and Chairman of Whalen Global Advisors, Chris specializes in banking, finance, and macroeconomic trends. Connect with him on LinkedIn or follow his work at Whalen Global Advisors.

2. John Feneck – A portfolio manager and mining expert, John focuses on precious metals and commodities. He shares his insights on X and through his newsletter at Feneck Consulting.

3. Keith Weiner – Founder of Monetary Metals, Keith is a leading authority on gold, silver, and monetary economics. Learn more at Monetary Metals or follow him on X.

4. Lynette Zhang – A financial strategist with expertise in currency and bond markets, Lynette provides insights on macroeconomic trends. Connect with her on LinkedIn.

5. Melody Wright – A tech and energy sector analyst, Melody focuses on uranium, AI, and quantum computing. Follow her on X.

6. Lobo Tiggre – Founder of IndependentSpeculator.com, Lobo specializes in resource investing and precious metals. Follow his work at Independent Speculator or on X.

7. Florian Grummes – A financial markets analyst and precious metals expert, Florian shares his insights at Midas Touch Consulting and on X.

8. Craig Shapiro – A macro strategist and commodities expert, Craig focuses on structural economic trends. Connect with him on X.

9. Kevin Wadsworth – A technical analyst and founder of North Star Bad Charts, Kevin specializes in charting and market trends. Follow him on X.

10. Eric Yeung – A financial analyst with expertise in metals and energy, Eric provides insights on global markets. Connect with him on X.

11. Alasdair Mcleod – former Head of Research at GoldMoney, Alasdair is a leading expert on gold, silver, and monetary systems. Follow his work on X.

12. Mike Green – Chief Strategist at Simplify Asset Management, Mike focuses on macroeconomics, passive investing, and market structure. Connect with him on X or through Simplify.

Each month, we focus on the following assets: gold, gold miners, silver, silver miners, copper, uranium, uranium miners, oil, Nasdaq, and the S&P 500.

Note: Each expert did not provide a score for every asset class.

Let’s dive into the sentiment details…

Gold

Sentiment Score: 85.6
Previous Month Sentiment Score: N/A
Differential: N/A

Expert Comments (Descending Order):

1. Keith Weiner (100): "If you don’t have any gold, it is a 100. Gold is the only financial asset that is not someone else's liability. We are in a bull market for all the macro reasons we discussed."

2. Lynette Zhang (100): "It’s 100% because of the uncertainty in what’s happening in the currency and bond markets."

3. Melody Wright (100): "Absolutely should have gold in your portfolio. Don’t put all your eggs in one basket, but it’s a buy."

4. Alasdair Mcleod (100): "For the simple reason you get the hell out of credit."

5. John Feneck (90): "A lot of uncertainty in the world in 2025 and a great 2024 technically that it is building off of."

6. Lobo Tiggre (85): "I'm extremely bullish on gold. If there's a fluctuation, I think it is temporary."

7. Mike Green (85): "Faith in central bankers is not yet calibrated for some of the shenanigans we'll ultimately have to play through."

8. Craig Shapiro (87): "It’s a structural must-own. Only reason it’s not 100 is it’s had a strong move higher."

9. Kevin Wadsworth (80): "Long-term, over the next year or two, it's a 100. We are in a long-term gold bull market."

10. Eric Yeung (80): "Definitely a buy because I believe the US and China are about to revalue gold to a higher USD price."

11. Florian Grummes (70): "It’s already had a very nice rally over the last year. It’s not cheap anymore."

12. Chris Whalen (70): "People are worried about paper more than they have in many years. Global buyers of gold aren’t stopping."

Conclusion:

Gold remains a consensus buy among experts, with an average sentiment score of 85.6. Experts highlight its role as a hedge against currency and bond market uncertainty, central bank policies, and macroeconomic instability. While some note its recent rally, the long-term bullish outlook remains intact.

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