The 2% Brief

Silver has crashed. Gold has fallen.

Today’s video looks at what changed — and why this may be more than just a normal precious metals pullback.

When silver falls harder than gold, it can point to something wider: liquidity pressure, changing rate expectations, weaker risk appetite and a shift in market confidence.

You can watch today’s video here:

Gold Falls, Silver Crashes — What Changed?
https://youtu.be/F4WVb0HWqyA

Tomorrow at around 2pm GMT, I’ll be publishing the follow-up:

Silver Crashes, Gold Falls — Bitcoin Confirms the Warning

That video will look at whether Bitcoin’s weakness and extreme fear in crypto are confirming the same wider message now being seen in silver and gold.

Is this just a short-term shakeout — or are markets starting to reprice risk more broadly?

7 hours ago | [YT] | 0

The 2% Brief

Gold has fallen. Silver has been hit even harder.

Today’s video looks at what changed — and why this move matters beyond the headline price fall.

When silver crashes harder than gold, it can point to a shift in market confidence, rate-cut expectations, liquidity, and risk appetite.

I break it down in tonight’s video:

Gold Falls, Silver Crashes — What Changed?
https://youtu.be/F4WVb0HWqyA

Published now on The 2% Brief.

What do you think this is — a temporary shakeout, or the start of something bigger?

14 hours ago | [YT] | 1

The 2% Brief

Gold is rising. Silver is slipping. Oil has eased. Equities still look calm.

But the inflation numbers are not giving a clean all-clear, and the market signals are not all pointing in the same direction.

In today’s video, I look at why gold may be acting as the cleaner protection trade, why silver is not fully following, and why next week’s employment and PMI data could matter for both metals.

Watch here:
https://youtu.be/t-Z_9cFDaWk

Do you think silver follows gold higher in June, or does it start to lag behind?

6 days ago | [YT] | 3

The 2% Brief

Tonight at 7:00 pm UK time, I’m looking at a market contradiction that deserves more attention.

Gold is rising, silver is slipping, oil has eased, and equities still look calm. But the inflation numbers are not giving a clean all-clear.

The question is simple: are markets right to stay relaxed, or are gold and silver warning that something still does not add up?

New video live tonight at 7:00 pm UK / 2:00 pm EST / 11:00 am PST.

6 days ago | [YT] | 13

The 2% Brief

Gold has slipped again today.

Gold is now down around 2% over the past 24 hours to $4,394, while silver is also down around 2% to $73.49.

That makes last night’s video more relevant, not less.

Was Warren Buffett right to avoid gold because it produces no earnings, dividends or cashflow?

Or is gold doing a different job in this market — not as a business, but as financial insurance?

I covered that in last night’s video:

Gold Investors: Was Buffett Wrong About Gold?
https://youtu.be/oWOJ7oj8BQo

1 week ago | [YT] | 1

The 2% Brief

Warren Buffett has avoided gold for decades because it does not produce anything.

No dividend.
No earnings.
No compounding.

But gold is up 36% this year, and silver is up 128%.

So is Buffett wrong — or are investors using gold for something completely different from what he was criticising?

Today’s video looks at gold as financial insurance, why silver complicates the argument, and why the old Buffett view may be right but incomplete.

Watch here:
https://youtu.be/oWOJ7oj8BQo

Buffett wrong on gold — yes or no?

1 week ago | [YT] | 1

The 2% Brief

Then, if it starts reasonably, put out a YouTube Community post around 3:30–4:30pm saying:

Oil is falling, but silver and gold are rising — today’s short market update is live now.

1 week ago | [YT] | 2

The 2% Brief

Start here before tonight’s Inner Circle briefing.

Yesterday’s video looked at whether markets are misreading the warning from gold, silver, oil, consumer data and wider market stress.

👉 Gold $4,510, Silver Falls — Are Markets Misreading the Warning?
https://youtu.be/l412co3cs8M

Since recording that video, the reported US-Iran deal discussions and possible Strait of Hormuz reopening have become even more important.

At 7pm GMT tonight, Inner Circle members on Substack will receive the full weekly briefing, including the three oil scenarios I’m watching, the key gold and silver levels, and why relief is not the same as resolution.

Free subscribers will also receive a short audio update.

Substack:
the2percentbrief.substack.com/

1 week ago | [YT] | 2

The 2% Brief

New video just published

Gold has pulled back to around $4,510, silver has slipped, oil remains high, and consumer data is starting to flash a warning.

The question is simple: are markets correctly reading the signal — or are investors misreading why gold and silver have pulled back?

Watch here:
https://youtu.be/l412co3cs8M

Are gold and silver simply pausing, or is this a bigger warning?

2 weeks ago | [YT] | 1

The 2% Brief

Silver fell sharply while oil moved higher — and that combination matters because it changes how investors should read inflation, liquidity and safe-haven demand.

Yesterday’s full video looks at what may matter next for gold, silver and the wider market.

Watch here: https://youtu.be/vab844VK0yA

Then at 7pm UK time, Inner Circle members on Substack will receive a deeper look at the key figures for the coming week and what they may signal for markets.

Join The 2% Brief here: 👉 the2percentbrief.substack.com/

2 weeks ago | [YT] | 1