Gold, Silver and the Right to Fail | https://www.themorganreport.com
David Morgan (The Morgan Report) frames the current gold and silver surge as the market’s “acceleration phase,” where most of a bull move happens late and fast, driven by psychology and FOMO. He cites the 1979–1980 run as a model for how quickly metals can move near a peak, while stressing that today’s rally may be a precursor to an even more intense phase rather than the final blow-off.
On positioning, he says if someone has no exposure, they should buy some metals now, and he repeatedly anchors a prudent allocation at roughly 10% to 20% (with 20% as an upper guideline for most), arguing that a relatively small metals position can offset major drawdowns elsewhere during systemic repricing. He is not spooked by pullbacks and implies a multi-year horizon, with an “exit” at least 18 to 24 months out.
Morgan’s macro thesis is that fiat systems ultimately fail or are reset, and he expects a shift toward a more fully digitized monetary regime, potentially paired with greater state control mechanisms. As a catalyst and risk lens, he highlights weakening trust in U.S. debt markets, pointing to reduced foreign Treasury demand and central bank preference for gold as a signal. He also flags commercial real estate as a likely 2026 stress point when refinancing and rollovers become difficult, and views AI and parts of technology as notably overvalued.
On crypto, he is strongly skeptical of Bitcoin as “digital gold,” arguing it has become trackable, expensive to use, and more correlated with equities than gold. He does, however, see blockchain as useful infrastructure and raises the possibility of governments tokenizing or “re-collateralizing” assets to support debt restructuring narratives.
He closes by emphasizing classic “legacy” wealth categories: land, gold, and fine art, while still advocating a balanced portfolio that leaves room for innovation and entrepreneurship, with metals serving primarily as monetary insurance in a regime where capital has been misallocated and a broad repricing is increasingly likely.
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