High Balance

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🚨 LA TEMPESTA DEL MERCATO GLOBALE DEL 2026 È INIZIATA!

Nuovi dati macro sono appena emersi ed è molto peggio di quanto mi aspettassi.

Il 99% delle persone perderà tutto quest'anno.

Dai un'occhiata da vicino a questo grafico.

Tutto inizia con i titoli di stato sovrani, specialmente i Treasury degli Stati Uniti.

La volatilità dei titoli sta svegliandosi.

L'indice MOVE sta aumentando, e ciò non accade mai senza stress sottostante.

I titoli non si muovono in base alle storie, si muovono quando il finanziamento si restringe.

1⃣ Tesoreria degli Stati Uniti

Nel 2026, gli Stati Uniti devono rifinanziare un debito enorme mentre registrano enormi deficit.

Not stocks.
Not bonds.
Not crypto.

Physical metals.
Copper.
Silver.

People who are actually paying attention to metals right now will become millionaires.

Here’s why I’m buying physical copper and silver:

Copper demand isn’t exploding because of cars.

It’s exploding because AI needs power, cooling, and miles of wiring.

Data center capacity is projected to multiply by 2040, and you can’t just plug AI into the old grid.

AI servers consume massive power and rely on liquid cooling systems filled with copper plates and piping.

Upgrading the grid to handle this load requires millions of miles of new copper transmission lines.

At the same time, AI, semiconductors, 5G networks, solar panels, and medical devices all require silver.

These sectors have zero price sensitivity.

They don’t care what silver costs.
They will buy at ANY price.

Even without AI, the electrification numbers are insane.

An EV uses roughly 3x more copper than a gas car.

Wind and solar farms are massive copper sinks.
Silver gets consumed in solar panels and electronics and is rarely recovered.

We’re trying to rebuild the entire global energy system in about 25 years using metals we haven’t mined yet.

This is where the Bitcoin comparison becomes literal.

There are no new copper mines coming online in time.
It takes 20 years to permit and build a major mine.

Even if a massive deposit were discovered today, it wouldn’t produce metal until the 2040s.

Ore grades are falling.
The easy copper is gone.

Silver is already in a multi-year supply deficit.

Mining production has peaked.
Recycling can’t fill the gap.
Above-ground inventories are being depleted while demand keeps accelerating.

Silver isn’t stored like gold.

Gold sits in vaults.
Silver disappears into the economy.

Solar panels get installed and that silver is gone.
Electronics get thrown away and recycling rates are low.

At the same time, countries are starting to restrict exports of critical materials.

When trade barriers go up, spot markets break. Premiums explode.
Physical becomes hard to source at any price.

That’s why I’m not buying paper claims.

In a world of unlimited fiat and unlimited code, the only real wealth is physical scarcity.

I don’t want exposure.
I want inventory.

When shortages hit, manufacturers won’t argue about price.
They’ll pay whatever it takes to keep factories running.
Production lines don’t shut down over a few dollars of copper or silver per unit.

That industrial demand puts a hard floor under prices.

This isn’t a trade.

It’s positioning ahead of a structural shortage that’s already unfolding in slow motion.

The prices today are still very cheap.

I’ve called market tops and bottoms for over 10 years.

And I’ll do it again.

Follow me to know when it’s time to sell.
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