Silver Is Becoming A Systemic Risk
The price move in silver is beyond macro fundamentals. In fact, it appears silver might be “breaking” the financial system to a degree.
When AI Stops Being “Tech” And Starts Being The Economy - Investment Themes For 2026
The big takeaway is that AI isn’t just a tech story anymore. It’s a macro force that’s driving a capex cycle across the economy - and it’s already reshaping what wins and what struggles.
