The recent silver market

[Brett]

Well, no. Our residential rental real estate is our main generator of retirement income. Precious metals is our store of wealth, and is secondary. Most of our silver and gold was bought much earlier, at much lower prices, but we add to it from time to time. That silver purchase I referred to represented taking some of the excess out of our rental income account, and I wish I had taken at least 10K out at the time. I used it as an example, because it was our own YTD example.

One has to look at the dynamics of today's markets, not ancient history. Maybe you can tell me how much were paid in dividends on the S&P over the last two months? No, I did not think you could or would.

Yes, I don't look at two (2) month returns, it's more about years and decades and total returns

But silver is for chumps - platinum is the metal

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[Carolinian]

Yes, I don't look at two (2) month returns, it's more about years and decades and total returns

But silver is for chumps - platinum is the metal


View attachment 122641\

View attachment 122642

The fact is the financial world changed considerably when government debt reached a point that central banks started decreasing holdings of ALL major fiat currencies and started rotating to gold. Citing numbers prior to that time is just comparing apples to oranges. I look at what is happened NOW rather than a decade or more ago. Fiat currencies were much more stable then.

Platinum has had a good run lately. It is a precious metal but not a monetary metal. Central banks do not hold it in their reserves, and the only country I am aware of that issued circulating coinage struck in platinum was Czarist Russia for a brief period.

 

[Brett]

The fact is the financial world changed considerably when government debt reached a point that central banks started decreasing holdings of ALL major fiat currencies and started rotating to gold. Citing numbers prior to that time is just comparing apples to oranges. I look at what is happened NOW rather than a decade or more ago. Fiat currencies were much more stable then.

Platinum has had a good run lately. It is a precious metal but not a monetary metal. Central banks do not hold it in their reserves, and the only country I am aware of that issued circulating coinage struck in platinum was Czarist Russia for a brief period.

So platinum is last year, what about Palantir - it's a favorite of the 'big' guy and the War Dept

I look at the now (for the next couple of years)

 

[PigsDad]

So, how much "total return" did the S&P bring in YTD, i.e. in the last two months?

Wow! You still don't get it. Even after I spoon-fed it to you. Unbelievable!

Kurt

 

[emeryjre]

There really are some people who equate being lucky with being smart

 

[Ralph Sir Edward]

Kurt and emeryjre, I repeat my comment #282 from this thread. Unlike Brett's endlessly repeated chart, I start my chart with everything at the same starting point in price and time.

(He doesn't, he gives his total return stocks index a head start; see the gap at the start of his chart. If you started the total return stock line with the gold and non total return stock indexes line, you'd get the same result as I did. Let's look at the math.
The black line start at around 2,500 - take a small ruler and measure yourself. Note how the red and blue stock line start at the same point as the gold line. I'll be generous and give his black line 25,000 - it keep the math simple. 25,000 / 2,500 is 10 fold. 10 fold is 1000% - which basically matches the 800+% on my chart - different starting points. He also picks 2011, a silver peak to make silver look as bad as possible. Why not 2000 or 2016? People don't just buy at peaks, they buy in valleys as well.

The sad part is he really believes his chart - he can't use the long term chart to really understand the investment flows.)

BLUE is DOW JONES INDUSTRIAL
RED is S&P 500 index
BLACK is MSCI USA TOTAL RETURN index (including compounded dividends)
GOLD is Gold
SILVER is Silver

 

[Brett]

Kurt and emeryjre, I repeat my comment #282 from this thread. Unlike Brett's endlessly repeated chart, I start my chart with everything at the same starting point in price and time.

(He doesn't, he gives his total return stocks index a head start; see the gap at the start of his chart. If you started the total return stock line with the gold and non total return stock indexes line, you'd get the same result as I did. Let's look at the math.
The black line start at around 2,500 - take a small ruler and measure yourself. Note how the red and blue stock line start at the same point as the gold line. I'll be generous and give his black line 25,000 - it keep the math simple. 25,000 / 2,500 is 10 fold. 10 fold is 1000% - which basically matches the 800+% on my chart - different starting points. He also picks 2011, a silver peak to make silver look as bad as possible. Why not 2000 or 2016? People don't just buy at peaks, they buy in valleys as well.

The sad part is he really believes his chart - he can't use the long term chart to really understand the investment flows.)



BLUE is DOW JONES INDUSTRIAL
RED is S&P 500 index
BLACK is MSCI USA TOTAL RETURN index (including compounded dividends)
GOLD is Gold
SILVER is Silver

Sad ....... so sad

March 2, 2026

https://www.wsj.com/finance/stocks/warren-buffett-and-the-giant-gold-cube-07eb4366?gaa_at=eafs&gaa_n=AWEtsqe6LLJzWQYMXsLsi23C6BDIHuGJtaEU4rtZkhgBmcAVYUQxNux_gQ7H&gaa_ts=69a59e9e&gaa_sig=_F6zVpB-gtuOcra67awSs9RLc9mTvLn5QParcl0ZT3C83ecTUbqiPLsrckad_SXR4O_a3h-ug51FkuSVg5EWMQ==

.

.

 

[emeryjre]

Kurt and emeryjre, I repeat my comment #282 from this thread. Unlike Brett's endlessly repeated chart, I start my chart with everything at the same starting point in price and time.

(He doesn't, he gives his total return stocks index a head start; see the gap at the start of his chart. If you started the total return stock line with the gold and non total return stock indexes line, you'd get the same result as I did. Let's look at the math.
The black line start at around 2,500 - take a small ruler and measure yourself. Note how the red and blue stock line start at the same point as the gold line. I'll be generous and give his black line 25,000 - it keep the math simple. 25,000 / 2,500 is 10 fold. 10 fold is 1000% - which basically matches the 800+% on my chart - different starting points. He also picks 2011, a silver peak to make silver look as bad as possible. Why not 2000 or 2016? People don't just buy at peaks, they buy in valleys as well.

The sad part is he really believes his chart - he can't use the long term chart to really understand the investment flows.)


View attachment 122663
BLUE is DOW JONES INDUSTRIAL
RED is S&P 500 index
BLACK is MSCI USA TOTAL RETURN index (including compounded dividends)
GOLD is Gold
SILVER is Silver

I would like to reiterate that none of my statements are intended as personal attacks
I TRULY have no interest in Gold or Silver as an investment
I TRULY have never purchased any physical Gold or Silver
I have no interest in the rate of return on Gold or Silver vs any other index
Over any time frame
There is an entire world of revolving around Gold and Silver
I have never been interested in that world

I will sit with my roll of Silver Kennedy Half Dollars and continue to show no interest

There are plenty of other worlds that are far more interesting
The latest is the world of Artificial Intelligence
I am scrambling every day to keep up with the changes in that world

 

[Carolinian]

Wow! You still don't get it. Even after I spoon-fed it to you. Unbelievable!

Kurt

You still don't get it !!! YTD is ONLY TWO MONTHS. How many dividends would impact stock return in TWO MONTHS????? No wonder you refuse to answer that question.

 

[Ralph Sir Edward]

I would like to reiterate that none of my statements are intended as personal attacks
I TRULY have no interest in Gold or Silver as an investment
I TRULY have never purchased any physical Gold or Silver
I have no interest in the rate of return on Gold or Silver vs any other index
Over any time frame
There is an entire world of revolving around Gold and Silver
I have never been interested in that world

I will sit with my roll of Silver Kennedy Half Dollars and continue to show no interest

There are plenty of other worlds that are far more interesting
The latest is the world of Artificial Intelligence
I am scrambling every day to keep up with the changes in that world

I follow and study investing, in all its facets. I don't just limit myself to just one subset. There are times when asset x is preferable to asset y, and times when it is just the opposite. JP Morgan Sr. advice on investing its still as accurate today as it was in the late 19th century. "Buy a sound investment that is out of favor." Today, virtually nothing is out of favor, not metals, not stocks, not bonds. Real estate, maybe, but only somewhat. Collectibles have too much bid/ask spreads. Interest rates are low. Yesterday's returns mean nothing about tomorrows's returns.

My other worlds are studying peer-reviewed research papers of various parts of anti aging. (and a half a dozen other things.)

 

[Carolinian]

 

[Carolinian]

 

[Brett]

March 2, 2026

https://www.wsj.com/finance/stocks/warren-buffett-and-the-giant-gold-cube-07eb4366?mod=finance_more_article_pos2

.

 

[Carolinian]

Today's central bankers think a lot more like J.P. Morgan than they do Warren Buffett