But this time, not the real fog — it’s the Gold and Silver fog that everyone seems to be caught in. π«️π°
When Nobody Cared
Let’s rewind a bit.
A year ago, when we were discussing Gold and Silver, hardly anyone was interested. Investors were waiting for a correction or chasing other asset classes that looked more exciting.
At that time, only a few were quietly accumulating — when sentiment was dull, headlines were absent, and emotions were calm.
When Everyone Starts Talking
Fast forward to today.
Everywhere you look — left, right, up, or down — everyone’s talking about Gold and Silver. They’ve suddenly become the “hot topic” of every portfolio discussion.
But that’s exactly how markets play with human psychology.
When the crowd gets excited, risk quietly increases.
After such a strong, one-sided rally, the risk–reward balance is no longer in your favor. The rally can continue — momentum often does — but if you’re planning fresh allocations, it’s time to think twice.
The Reality of Risk and Reward
Yes, there might still be some upside left in Gold and Silver.
But from these elevated levels, a 10–20% correction is quite possible — and that’s the part most investors tend to ignore when euphoria takes over.
So, if you are willing and emotionally prepared to handle short-term volatility, gradual accumulation can still make sense — but with a long-term horizon (3–4 years) in mind.
Over that period, Gold and Silver continue to hold strong potential for steady and consistent returns, supported by macro factors like:
Persistent inflation pressures
Central bank gold purchases
Global liquidity and currency uncertainty
However, after this kind of massive rally, predicting the next 2–3 months is almost impossible. Short-term moves may not reflect fundamentals — only momentum and sentiment.
The Bottom Line
If you missed the rally, don’t chase it now.
If you already hold, review your exposure and manage your risk.
And if you’re looking for long-term value, be patient — good entries come when excitement fades, not when everyone’s talking about it.
Because in investing, one rule never changes:
π Opportunities are born in silence — not in noise.
Akshay Tiwari
Next Portfolio
π www.nextportfolioindia.com
No comments:
Post a Comment