Gold $5,000. Silver $100. The Only Question Now Is How Quickly We Get There

What began as a conviction call has already turned into market reality.

With the U.S midterms now coming into view and the Trump administration detonating a barrage of policies that rip up decades of economic orthodoxy, traders are witnessing the exact landscape The Gold & Silver Club predicted when we officially coined the phrase 2026: The Year of Hard Assets.

The Most Explosive Start to a Year in Modern Market History

Gold and Silver have wasted no time announcing the new regime.

Gold has exploded through $4,600 an ounce, smashing one record after another and registering a year-to-date surge that rivals the early stages of the 1970s Gold Supercycle.

Silver has staged one of the most extraordinary vertical moves in modern market history – skyrocketing beyond $93 an ounce – climbing more than 30% in 2026 alone and soaring 233% in just 13 months.

Silver’s market capitalization has officially crossed $5 Trillion, overtaking the entire U.S bond market and even eclipsing Germany’s stock market valuation.

This rally is not solitary.

Copper, Nickel, Zinc, Aluminium, Platinum, Palladium and Tin have all surged to new multi-year, decade-high or all-time record levels – the broadest synchronised breakout since 2009’s post-crisis Commodity renaissance and in several cases stronger.

Across 47 listed Commodities, 38 are positive year-to-date and more than two dozen are within striking distance of new all-time record highs.

The Gold & Silver Club Saw the Policy Shock Coming

Since early 2025, The Gold & Silver Club has warned that relentless fiscal spending, weaponized tariffs and political incentives would collide with tightening supply to ignite an explosive repricing in physical assets. Now, the proof is visible.

In weeks, the White House has capped credit card interest rates at 10%, announced $2,000 tariff-funded cheques into households, ordered $200 billion of mortgage-bond purchases, publicly pushed the Federal Reserve toward a 1% benchmark interest rate and explicitly framed Gasoline at $2 per gallon as policy mandate rather than market aspiration. Institutional landlords are being shut out of the housing market – strangling traditional capital flows and forcing investors into alternative stores of value.

Each decision fractures another plank of monetary convention. Collectively, they validate the thesis The Gold & Silver Club has hammered home: the era of backed-by-faith financial assets is making way for the era of backed-by-scarcity wealth. This is precisely why we declared a year ahead of Wall Street that 2026 would be The Year of Hard Assets – and why that proclamation is now echoing across global markets.

Demand Is Accelerating Into a Supply Wall

The fundamentals that under write this move are strengthening, not fading.

AI infrastructure is multiplying Copper demand at six-times legacy rates. Solar, batteries and semiconductors are devouring industrial Silver. EV output has doubled since 2023. China has shifted decisively back into expansion mode. Central banks continue to accumulate Gold at the fastest pace since the 1960s. Meanwhile ore grades are falling, permitting delays stretch years and mining output is failing to keep pace even with aggressive capital expenditure.

This is the classical Supercycle setup The Gold & Silver Club specializes in identifying and the very reason we positioned our clients ahead of the crowd.

2026: The Year of Hard Assets. Not a Slogan, but a Reality

Lars Hansen, Head of Research at The Gold & Silver Club, summarizes the moment:

“We declared 2026: The Year of Hard Assets because the macro architecture was already in motion. Liquidity is soaring, purchasing power is being diluted and markets are being forced to reprice what value means. Under these conditions, Gold at $5,000 and Silver at $100 within Q1 2026 – aren’t stretch targets – they are checkpoints on a longer road.”

This is no longer about hoping the thesis manifests. It has arrived and it is compounding by the week.

Hesitation Carries the Highest Price Tag

The lesson from 2025 was that the trend was undeniable. The lesson from 2026 may be that the trend becomes unstoppable.

Traders who continue to wait for comfort may find comfort only arrives when the move is already over.

As Hansen stresses: “Markets reward accumulation, not hesitation. Underweight allocation to metals may be the most expensive strategic error of the next decade.”

The Year of Hard Assets is not a slogan.

It is the new macro regime traders must operate within and those sitting on the sidelines now risk watching one of the greatest generational wealth transfer of our lifetime unfold without them.