Are there any new positive narratives emerging for Silver? At the moment, I'm seeing these topics:
BRICSSolar panelsBatteriesDemand outstripping supplyGold price at all time highHistorical Gold/Silver ratioMacro economic backdrop (inflation, jobs, recession, interest rates)It certainly seems primed. If one new story breaks into public awareness, Silver could run hard with all these topics feeding on one another.
There's some good reasoning there, BUT are there fundamental reasons why the G/S ratio has changed since 1850? Has the demand for gold relatively increased in real terms? Silver? Has it become relatively more expensive per unit to produce than gold?
If there isn't then if we hit the highs of 2020 again then I want a 100% silver portfolio!
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