Commodity prices are at all-time highs, fueling a generational wealth transfer. Major Wall Street banks call this the 'golden age of trading.' Commodity prices are making explosive gains.

The Gold and Silver Club coined '2026: Year of Hard Assets,' which is now the defining macro theme. Liquidity is rotating from overvalued equities and soft currencies into tangible stores of wealth.

Industrial and precious metals are exploding higher. Copper is above $13,000/ton (record high), up >50% in 2025 on structural deficit fears. Nickel had >10% single-day gains. Aluminium is back above 2022 levels. The LMEX index is at its highest since early 2020s.

Gold surged above $4,600/oz (record high), with 93 separate all-time highs in 27 months. Silver jumped above $85/oz (record high), up from ~$20 two years ago, and was the #1 commodity in 2025 with a 165% return.

Gold and silver prices are heading 'a lot higher.' The catalyst is years of underinvestment colliding with tightening supply, accelerating industrial demand, and rotation from frothy equities/soft currencies.

The Gold and Silver Club states: 'We are living through a once in a generational opportunity... The year of hard assets is only just warming up.' This is a global reflation trade with surging futures open interest.

Gold and silver are supported by geopolitical uncertainty and expectations of easing real interest rates, positioned for breakout runs.

The Gold and Silver Club's proprietary models project gold at $5,000/oz and silver at $100/oz within Q1 2026, calling these forecasts 'conservative.'

Goldman Sachs, UBS, and Bank of America have upgraded 2026 targets to $5,500-$5,700 for gold and $110-$125 for silver under peak demand.

The thread is a retreat from fiat paper wealth into real physical stores of value. The Club claims a record of spotting regime shifts years early.

'2026 will be remembered as the year of hard assets.' The macroeconomic backdrop for commodities has never looked stronger. Momentum is building, capital is rotating.

We are in the 'accumulation phase' where smart money positions before momentum fully unfolds. 2026 has potential to be a record-breaking year driven by macroeconomic shifts already underway.