GoldFix

GoldFix

BMO on SILVER and Gold

VBL's avatar
VBL
Jan 30, 2026
∙ Paid

Exploring a Bull Case for Gold and Silver as Old Rules Break Down

Recent geopolitical and policy developments have prompted BMO Global Commodities Research to examine a bull case scenario for gold and precious metals that departs materially from its December base case. The report frames this exercise as a response to a changing global environment, where traditional assumptions around governance, monetary stability, and fiat currency resilience appear increasingly strained.

User's avatar

Continue reading this post for free, courtesy of VBL.

Or purchase a paid subscription.
© 2026 VBL · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture