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Miles Franklin Media

Silver: The Best Opportunity Right Now?

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Chapters5 segments · tap to seek
ticker lesson

Breakdown

0:00SILVER· ticker

Silver — down 50% off highs, macro shift to rate cuts

  • Silver down 50% off highs
  • Own silver names down
  • Silver miners as hecklas
  • Macro shift to rate cuts in 69 months
  • Solar growth in China boosts silver
1:49TLT· ticker

TLT — category 5 capitulation, buy duration

  • TLT in category 5 capitulation
  • Tradable bottom in TLT next 6 months
  • People buying duration
1:50INTUITIVE· ticker

Intuitive Surgical — AI-driven profitability

  • Intuitive Surgical benefits from AI
  • Baxter and Intuitive Surgical data
  • AI-driven profitability in 3-4 years
1:51SILVER· ticker

Silver — price target at 100, gold silver ratio at 60s

  • Silver hits 100 in 2 years
  • Gold silver ratio at 60s
  • Commodity bull market ratio at 30s-40s
1:52SILVER· ticker

Silver — cautious on 100% move, risk-reward vs S&P

  • Cautious on 100% move in silver
  • Silver could hit highs in 1 year
  • Risk-reward for silver vs S&P is strong

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