Shumaila Naz 66

Gold and Silver Are Cheap (Even at All-Time Highs)
Gold and silver are cheap.
Yes. you read that correctly.
But how can something be “cheap” when everyday they're hitting a new all-time high? It's because cheap and expensive are relative terms. You can’t decide whether something is "cheap" or "expensive" without comparing it to something else.
Gold is expensive compared to where it was a year ago. But it’s cheap compared to where it’s going next.
Everyday I hear the same objections from people. “Isn’t it too late?”, “Aren’t we in a bubble?”, “What if everything crashes?"
These are fair questions. Especially when stocks, real estate, everything all feels inflated at the same time. It’s reasonable to wonder if gold and silver are just another piece of the “everything bubble.”
But gold and silver are fundamentally different from speculative assets. The forces driving them today are not retail hype or short-term fear. They're systemic.
Price vs. Value: The Mistake Most Investors Make
When people say gold is “expensive,” they usually mean one thing: The dollar price is high.
But price and value are not the same thing.
Price is what you pay, while value is what you’re actually getting. If you only look at gold through the lens of its spot price in dollars, you’re missing the bigger picture entirely.
The real question isn’t: “How much does gold cost?”
It’s: “What is gold worth in a world where currencies are being structurally devalued?”
Gold isn’t just another asset. It’s a monetary metal. It doesn’t represent someone else’s liability. It can’t be printed, diluted, or defaulted on.
Yes, paper markets like the LBMA and COMEX heavily influence short-term pricing through leverage and re-hypothecation. A process that silver is rapidly exposing (more on that in a minute). But it doesn’t change the underlying reality of physical supply, sovereign demand, and long-term monetary positioning.
Which brings us to what’s actually driving gold today.
Retail Isn’t Driving This Move (Yet)
A few years ago, most people believed gold was rising because of inflation, geopolitical risk, rate cuts, or retail demand. And while those factors absolutely matter, they’re not the dominant force anymore.
Most retail investors (the public) are still blissfully unaware of the currency reset we're living through. Thinking of gold as another investment, old fashioned, or "already too high."
Meaning the real buying is happening at the institutional level. Central banks, sovereigns, strategic reserves.
China alone has been absorbing enormous quantities of gold (both reported and unreported). This is not speculative buying. This is not hedging their bets. This is strategic positioning.
Nations are accumulating gold because they’re building a parallel monetary order.
The Great Gold Reset
We are living through what I call the Great Gold Reset.
Nations are:
Reducing exposure to dollar reserves
Building domestic gold infrastructure
Establishing bilateral trade settlement outside the dollar
Anchoring trust to tangible reserves instead of debt
Gold is being repositioned as a neutral monetary anchor in a multipolar world where trust in fiat systems continues to erode.
Ask yourself:
What happens to gold when paper markets lose credibility and physical demand dominates price discovery?
What happens when settlement systems increasingly move outside the dollar?
What happens when confidence in sovereign debt and currency stability keeps declining?
But What About Silver?
Most people treat it as “cheap gold” something that simply follows whatever gold does, only with more volatility. That framing misses what actually makes silver powerful in this environment.
Silver has a dual role in the monetary system.
On one side, it’s a monetary metal. For thousands of years, silver functioned as everyday money alongside gold. It carries many of the same properties that make gold valuable: scarcity, durability, divisibility, and independence from counterparty risk. Physical silver represents real purchasing power outside the financial system.
But silver is also an industrial metal. It’s essential for solar panels, electronics, medical equipment, batteries, and advanced manufacturing. That creates ongoing supply pressure that has nothing to do with investor sentiment.
This is where the physical versus paper price suppression becomes critical.
In paper markets, silver trades like a financial instrument. Leveraged, re-hypothecated, and often disconnected from real-world supply and demand. But in the physical world, inventories are tight, mine supply is constrained, and industrial demand continues to grow.
When physical demand overwhelms paper supply, price discovery eventually has to adjust.
That’s why silver isn’t simply a speculative trade or a cheaper alternative to gold. It’s a strategic metal positioned at the intersection of monetary instability and real-world supply constraints.
In a world where paper promises continue to multiply and physical resources become harder to secure, that combination matters.
Why “Expensive” Is the Wrong Framework
Every major move in gold history sounded expensive to the people watching it.
$2,000 sounded expensive in 2020.
$3,000 sounded expensive in January 2025.
$4,000 sounded expensive in September 2025.
And yet, in hindsight, each level became the new floor. Today $5,000 might sound expensive.
But the truth is, the underlying system continues to weaken faster than most people realize.
Currencies lose purchasing power gradually and then suddenly. Gold simply reflects that reality.
Gold and silver aren’t rising because the world is getting stronger. They’re rising because the system is getting weaker.
Real money always wins in the end.
#GOLD #Silver