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GDXGLDSILSLV #gold-crash#oil-200-scenario#war-ends-playbook
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Expert Apr 16
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Core Thesis

Central banks have been buying gold aggressively. Gold sold off from overheated highs, silver followed it down. With Trump and the USD weakening, gold will recover — but silver will follow to maintain the historic gold:silver ratio.

The kicker: silver has massive and growing industrial uses (military, hi-tech, data centers). This industrial demand is increasing exponentially, which should compress the gold:silver ratio further, making silver outperform gold on the recovery.

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Theo's Silver Thesis — Gold:Silver Ratio + Industrial Demand

The Gold Recovery — April 3, 2026 (Updated) Friday EOW update — recovery thesis dead, pivot to silver
SLVGLDGDXSIL #gold-crash#war-ends-playbook#oil-200-scenario
GDX $91.89 +28.8% 30d coming into play GLD $405.49 +10.1% 30d coming into play SIL $90.72 +26.5% 30d coming into play SLV $59.57 +17.3% 30d retreating