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Never been a huge fan of silver - its a relatively illiquid market, making it prone to sharp rallies and sharp falls. But the good thing about its rally this year is that it makes gold look reasonable value again. I would be a bigger fan of silver if I knew central banks were buying it instead of US treasuries - but I do not "know" that is the case.

Published Jan 22, 2026Updated Jan 22, 20262 min read
Never been a huge fan of silver - its a relatively illiquid market, making it prone to sharp rallies and sharp falls. But the good thing about its rally this year is that it makes gold look reasonable value again. I would be a bigger fan of silver if I knew central banks were buying it instead of US treasuries - but I do not "know" that is the case.