The hard-asset trade is accelerating – And China just added a powerful new catalyst [Video]

A rare convergence of fiscal stress, dollar weakness, Central-Bank Gold buying, Chinese capital flows and a global scramble for strategic resources is strengthening the case for Gold, Silver and Commodities – and the window to position before the trade becomes consensus may be narrowing.

Aug 18, 2026 0 8

The hard-asset trade is accelerating – And China just added a powerful new catalyst [Video]

A rare convergence of fiscal stress, dollar weakness, Central-Bank Gold buying, Chinese capital flows and a global scramble for strategic resources is strengthening the case for Gold, Silver and Commodities – and the window to position before the trade becomes consensus may be narrowing.