Here’s my super-optimistic take at best. BTC is sketchy right here. It’s bumping on the bottom rail. I want to buy puts on MSTR when the time is right for the boom boom slam.

Why Institutional Money Has No Choice But to Flood Into the Precious Metals Mining Sector in 2026!

This past week, we witnessed a spectacle that perfectly encapsulates the profound disconnect between fundamentals and market sentiment in the precious metals sector. Gold and silver mining stocks, on a daily and even hourly basis, slavishly mirrored the most minute fluctuations in the spot price of their underlying metals.

Gold ticks up fifty cents, the GDXJ ETF inches higher. Silver dips a dime, and the SILJ basket follows suit. This is the behavior of a market dominated by day traders and algorithms, a market devoid of real long-term conviction, a market that has completely lost the plot. For now.

These intraday wiggles are utterly irrelevant to the current valuation or future profitability of any well-run mining company, that is do desperately needed in today’s environment. These stocks are not just cheap; they are ridiculously, historically cheap, for many reasons, even at gold and silver prices hundreds of dollars below current levels.

Yet, the market treats them like leveraged day-trading vehicles, not as what they are: deeply required, undervalued, under-owned, cash-gushing businesses on the cusp of a generational re-rating.

This absurdity is our opportunity. It is the flashing red light indicating that the institutional herd is not yet here. The market is treating these companies like speculative stocks when they are, in fact, robust, cash-generating enterprises, deeply required in today’s macro-environment, with decades of reserves in the ground.

The disconnect is a direct result of the sector being massively under-owned and misunderstood by the professional investing class. This creates a window for the astute investor to build a position before the inevitable re-rating. But that window is closing.

The current price action is a symptom of a market that has been abandoned by serious, long-term capital over the years. While a few on the margins understand and believe what is happening and are bought in, the majority of the only players left are the day-traders, the algorithms, and the hedge funds running short-term quantitative strategies.

These are not investors; they are renters of securities, and their time horizons are measured in minutes and hours, and maybe weeks and months, but certainly not years. They are picking up pennies in front of a steamroller, oblivious to or not yet believing in the fundamental transformation that is taking place. Well, the clock is ticking.

The absurdity of the present moment is a temporary anomaly, a fleeting moment of market inefficiency that will be looked back upon with bewilderment. The institutional herd is coming, not because they have suddenly developed a deep appreciation for the monetary properties of gold, or the incredible need for silver, but because they have no other choice.

Their careers depend on it. They always have to justify their positions and they do that by chasing yield. And they will chase the yield coming from the #1 asset class in 2025 (and once again in 2026).

This is not a matter of if, but when. And when the dam breaks, the flood of capital into this tiny sector will be unlike anything we have seen in generations. 2025 was the warm-up act. 2026 is going to be start of the fireworks show.

Let’s Dig Into The Following:

1. The absurdity of the current market behavior is a direct consequence of one of the most extreme valuation disconnects today. The precious metals mining sector is not just cheap; it is trading at levels that would imply a complete and utter collapse in the price of gold and silver. What we are talking about is gold would have to fall from the current ~$4,500 down to $3,200-$3,500 range and silver from the current ~$78-$80 down to the $50-$55 range. Those who are analyzing these companies for the big banks are doing so with a built in 25%+ cushion in price. What this means and why all the surprises will be to the upside!
2. The math behind the precious metals miners is not the profile of a sector on the brink of collapse or deserving of a 25%+ price cushion; it is the profile of a sector that only a few actually believe in and has been relatively left for dead by the investment community at large. The data shows the undervaluation is so extreme, so pervasive, that it represents a generational buying opportunity. Why the last time the market saw a similar setup, the mining sector embarked on a ten-year bull market that saw many stocks rise by 10, 20, or even 50-fold!
3. To understand why the biggest players in the financial world are so conspicuously absent from the mining sector, one must appreciate the powerful psychological force of recency bias. For the last 15+ years, the playbook for generating alpha has been straightforward: buy technology, buy crypto, and buy passive index funds. This strategy has worked spectacularly well. Just look at the move in the NASDAQ in that time. Why their greatest risk in a regime change is not being wrong; it is being right for too long about the old paradigm!
4. In 2025, the precious metals mining sector was the #1 performing asset class, yet most institutional investors missed it entirely. They can afford to miss it once. They cannot afford to miss it twice. The pressure on portfolio managers to generate alpha and justify their existence is immense. They are in a constant battle against the low-cost passive index funds that threaten to make their jobs obsolete. Why in 2026, as they scan the investment landscape for sources of yield, the one place they will no longer be able to resist looking is the precious metals miners!
5. As they do scan the field, the portfolio managers will see a sector that is still trading at a fraction of its historical valuation multiples. The math will become undeniable. A manager who delivers another year of mediocre returns while the mining sector posts triple-digit gains will have some very uncomfortable questions to answer. Why the career risk of not owning miners will soon outweigh the career risk of owning them!
6. And when the institutional money finally begins to flow into the mining sector, it will trigger a powerful flywheel effect. The initial wave of institutional buying will lift the entire sector, driving share prices higher. This will attract the attention of Western retail investors, who are notorious for chasing performance. As they see the mining stocks lighting up their screens, they will pile in, adding fuel to the fire and driving prices even higher. Why the flywheel effect in the precious metals mining sector will be on full display in 2026!

But still interesting

https://www.youtube.com/watch?v=MB1khPFk9lw

After watching this one, click on “SHORTS” at the bottom, and enjoy your weekend.

New England colors
https://www.railpictures.net/photo/891921/

I’m not sure what Asian guy is up to now as Im following Hunters pre melt up with a open mind. I decided to pick up some maples I never bought them before for myself but at this point it’s just getting a little more cash out of dollars on hand. I usually get it automatic  certified from this dealer in 3 days. So they must be swamped because that was 9 days ago and when I called this morning the person said in about another week it should be shipped. So demand is still there, they’re swamped.

He mentions oil starting about 13 minutes. Is oil about to go on a run where it catches the silver price?

Silver more expensive than oil is quite unusual I guess.

“sng, wrong. So wrong. Your wealth is in trusted friends, strong family and God. You, you don’t own any ounces. Haggai 2:8.”

That might be the truest statement ever written on these pages.

Isn’t it funny how we say in this life “I did this” or “I have that”

Well then, I sure won’t sell what is NOT mine too sell and I’m holding for HIM when He comes…and then there’s Haggai 2:9

All the best from SNG!

and should close there. Hard to believe that last January the HUI was at 300. Gold was around $2500 and silver was around $30 or so.

There’s been some 3 and 4 baggers among my list of shares but that hasn’t been the norm. Seems most are tracking 1-1, even with the move in the metals. I’m hoping that changes this year as earnings come in and we start to see buyouts and takeovers.

It’s funny because we talk about a lack of belief in the move in the metals among investors. I think we also see it among a lot of the CEO’s of the mining companies. They’re not hiking dividends or looking for acquisitions just yet either. I think they are in as much disbelief about the metals sustainability as well. A couple of decades of conditioning and everyone is waiting for the next shoe to drop and a massive correction to come. We’re all so used to the big multi month pullbacks.

AG guy guy. Sometimes people now AI can be like a flame. Suddenly burns bright then burns out. Seems to be heading that way.

That post sounds like you don’t like Trump. But thankfully he got elected because the USA could not go on any much longer without many huge changes needed. What would happen in the USA if Camilla Harris won? My guess? Things getting worse. More immigrants more continued fraud etc etc.

… looks like silver is forming a cup and handle on the mid-hourly charts measuring from $70 to 82 in round numbers … so a break above $82 measures to the mid 90’s nominally obviously (interestingly the uuge cup and handle off the $50 breakout measures to this target as well nominally) … but of course a log extension would be greater … figure it out for yourself … see you Sunday night … BTW how is all that index fund rebalancing going boys? … why are prices going up? … do you plan to tamp that down? … might lose your house Sunday night.

Oh and all the silver stock faders going into the close … thank you … thank you … thank you … your generosity is incredible … thank you … no … really … good luck Monday morning.

Chuckle

Seems we have people in politics so long I can only wonder if they have things on each other. Like some of the remarks by Hillary she’ll take everyone down with her is a possibly reason why we’re not seeing them prosecuting and why we need term limits.  Unlikely fear of civil unrest, there is already plenty of that and lawlessness. We also have poorly trained people.

I’ve taken my share of chances on lottery tickets, and have some cash in one of my investment accounts. Given your knowledge of Peloton, and its price history, and its potential (besides crashing), what $ range would you be comfortable jumping in? Under .20? Up to…? I’m going to keep my eye on it…

Also, what price did you originally pay, and do you know what made the price jump just recently? Word of lithium?

goldie, less and less with each video 🙂

eeos, same here.

sng, wrong. So wrong. Your wealth is in trusted friends, strong family and God. You, you don’t own any ounces. Haggai 2:8.

drb2/deer79, you just never know with someting like Peloton, a ‘nearology’ play. We had some share options (not a derivative, the company issued type) in a nickel nearology play in WA in 1999. Re-invented itself as an on-line gambling platform in those ol’ dotcom days and the oppies shot up for a 55 bagger. Was bust within six months.

Allegedly GS revaluated silver.

Re Graddy and Oil…tks for that…his targets are not wrong….but how we get there could be pretty hairy !!!!

My horde of gold and silver was paid for by trading stocks! Don’t be silly.

Sounds like a deal to me!

… will be conducting ‘land strikes’ in Mexico …  because he wants the people of Mexico to hate the cartels … and help dismantle them … so the Zionists can take over Mexico (and the US, Canada, etc.) and become one big happy family in slavery to them here in North America (and South America, Middle East, all of it)

Lobo Tiggre on X: “Politically, Canadian miners may be safe from blowback if Trump starts bombing Mexico. But drug activity and mineral exploration and exploitation happen in a lot of the same places in Mexico…” / X

Nothing is as it appears.

They might bomb a few mine sites too, I guess.

Will they be precision strikes?

Is this BS?

Who knows

At least the cartels don’t force the drugs on you.

It’s your choice if you want to be an idiot.

The Zionists don’t leave you any choice.

Do or die

You’ll find you sleep soundly at night, even when/if the lights go out and don’t/won’t come back on. All the best from SNG!

It’s hard to understand! Let’s hope ongoing investigations yield some trials and prison. Tim Walz is in some deep doodoo. Maybe he’ll be first …