Silver is trading approximately 50% below its 1980 and 2011 peak prices of $50 per ounce, meaning it has significant catching-up to do relative to its historical highs.

The Commodity Discovery Fund is adding to silver positions massively in recent weeks because multiple indicators suggest silver could have a big run, particularly evidenced by very strong volume increases in silver ETFs (SLV, SJ) that exceed volume increases in gold mining ETFs (GDX).

The current conflict between the US-led Western alliance and BRICS nations represents a 'World War III' that is hybrid in nature and fundamentally different from previous world wars, centered on competing financial systems and trade frameworks rather than traditional military conflict.

Gold and silver will be integral components of the new monetary system that the BRICS nations are developing, suggesting their inclusion in a potential commodity or gold-backed currency.

Sultan Posa, a KY Swiss analyst, published analysis two years ago predicting we are witnessing the birth of a new monetary system coming from the East centered around commodities, providing analytical support for this shift.

The BRICS alliance is very early in its development and will take several years or possibly a decade before it becomes powerful enough that Western nations, including Europe, will need to cooperate with BRICS countries rather than treat them as adversaries.

The S&P 500 and NASDAQ can be analyzed through Elliott Wave theory as potentially completing a fifth wave that would mark the top of a bull market that began in 1942 when the Dow Jones traded at 100 during World War II.

A long and strong correction in the broader stock market could begin in the second half of the current year after the top is potentially already set, but the bottoming and topping process after such a long bull move will take many months, quarters, or longer to fully unfold.

Gold price movements follow the amount of liquidity in the financial system, the amount of money in circulation, and the amount of debt; based on this ratio, gold could be valued significantly higher than current levels.

The Commodity Discovery Fund minimizes marketing and advertising spend, but after the 2020 COVID crash and the arrival of inflation, investors actively approached the fund for allocations.

Gold mining majors have 'woken up' along with the rise in gold prices and still offer investment opportunities, though some recent pullbacks have occurred.

Newmont Mining could easily double in price over the next 12-18 months, and the same applies to Barrick Gold and other similar mining shares with substantial remaining upside.

The Commodity Discovery Fund concentrates on best discoveries that are tier-one or tier-two on a metal-agnostic basis, and for silver specifically only invests in very few discoveries with over 100 million ounces of silver in their first resource estimate.

The Commodity Discovery Fund also has a position in Abra Silver, which is a good discovery, though it is located in Argentina.

Despite official economic data looking good, many underlying economic problems are occurring—including weakness in commercial real estate, rising credit card debt, and rising car loan stress—suggesting the broader economy is not as strong as reported.

The Federal Reserve faces another huge problem: there are not enough willing buyers for US Treasury securities anymore, and the markets need to be supported in a massive way, requiring trillions of dollars in new monetary stimulus that will play out over the next 12-18 months.

In Europe, the ECB will feel pressured to lower rates in the next 12-18 months as the economy weakens, particularly because rising oil and copper prices will increase inflation pressure, creating a difficult policy environment.

There is significant money to be made in uranium because it is such a small space with very few quality names, suggesting outsized returns potential.

The Commodity Discovery Fund can accept quite a bit of investment risk because it spreads management over approximately 100 million euros of assets across almost 100 different investments, providing portfolio diversification that allows for acceptance of idiosyncratic risks.

The Commodity Discovery Fund avoids investing in Venezuela, Russia, China, Niger, and Mali due to perceived jurisdictional and political risk, but does invest in Western African countries like Guinea and Côte d'Ivoire where the fund feels comfortable.