. What People Expect: When geopolitical tensions escalate, most market participants expect immediate, pronounced moves in assets correlated to that macro backdrop. Risk off. Capital rotates. Gold rises. Silver follows. Defense stocks bid. The event becomes the starting line. What Actually Happens: . Markets move on anticipation, not [...]
Gold is rising The message is not Bullish Gold does not rally because the future is bright. It rallies when confidence begins to erode in policy, currency stability, and in the durability of the cycle itself. Unlike equities, gold is not pricing innovation or growth. It is pricing fragility. It is [...]