This is quite the pickle: on the one hand, gold and silver have blasted to nosebleed levels, which makes me very uneasy about buying palladium. On the other hand, viewed utterly by itself, PALL looks like an amazingly good bullish setup.

USAR shares are now trading at roughly 5x their price in late March.

Although we may be lacking government-produced statistics, numerous other data reports have been released this week, and they're not looking great.

The S&P 500 generated at return of 7.8% in the quarter, fueled by strong corporate earnings despite tariff pressures and lower interest rates.

Silver is up more than 60% in 2025 and is now closing in on its 45-year resistance at $50 an ounce.

S&P 500’s CAPE ratio (P/E based on trailing 10-year earnings) is now 40x, officially back dot-com era levels (which peaked at 44x).

Gold punched higher, setting a new closing high.

Equity traders barely flinched at the U.S. government shutdown, shrugging off Washington’s theatre even as it blinded the usual BLS navigational stars.

When mega-cap tech starts pulling back harder, it's going to suck down every other sector with it. Those rotation attempts will fail. The market cap concentration is too extreme.

​​​​​​​Gold’s massive record-shattering bull run over these past couple years has been epic. Remarkably it has also been a single monster upleg suffering no correction-grade selloffs.

This article conveys the performance of 6 sub-portfolios, totaling 26 constituents, in our model AI Semiconductor Stocks Portfolio, the constituents in each, their price change catalyst(s), and a YTD chart of the sum total of their performances.