Hello there.

Another week in paradise. You’ve heard about the horrors of permafrost melting, right? Well, let’s talk about the silver lining.

Picks and shovels, boys. Here we go.

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Trump's Greenland saga sent precious metals to the moon this week, with silver crossing $100 for the first time ever and gold tickling $5,000. That's a 150% run for silver in 2025 and a 65% pop for gold. One analyst at Pepperstone said dropping the tariff threat should have killed the rally, but instead "gold increasingly looks like a hedge against” the “absolute unpredictability that comes with” Trump’s presidency.

The kicker? Trump's whole pitch for Greenland involves rare-earth minerals that are sitting under hundreds of feet of Arctic ice. Experts at The Arctic Institute basically said mining Greenland is science fiction and that you might as well mine on the moon. Mining costs are five to 10 times higher than anywhere else on the planet, the island lacks infrastructure, and 80% of it is frozen solid.

However, we feel like everyone knows the Greenland play is mainly for military purposes, which is a pretty smart play honestly. Trump’s likely to secure a few more military bases for the US in a critical location between us, China, and Russia.

Goldman Sachs just bumped their year-end gold forecast to $5,400 an ounce, up from $4,900. The bank says gold is no longer a short-term fear trade but actual insurance against long-term chaos, which tracks (and, for the record, that’s what gold and silver stackers have been saying all along). Central banks bought nearly 60 tons a month so far in 2026, and even Ray Dalio is telling people to park 5% to 15% of their portfolio in metal.

Markets had their worst day since October on Tuesday when Trump threatened tariffs on eight European nations that refused to back his Greenland annexation plan. The S&P 500 dropped 2.06%, the Nasdaq shed 2.39%, and the classic "sell America" trade lit up across every asset class.

Retail traders didn’t get the memo, though. Tuesday was the third biggest single day for dip buying in a year, with individual investors pouring $12.9 billion into stocks. JPMorgan said mom-and-pop traders are "conditioned to buy weakness," and some analysts are calling it the "TACO trade" (Trump Always Chickens Out). That bet paid off when Trump announced a “deal framework” with NATO on Wednesday, and the market bounced right back.

Big money institutions fled to safe havens and international equities while retail kept scooping up tech stocks like Nvidia and Intel, and fear gauges are up across the board. The whole thing feels like a stress test for how long foreign investors will keep financing US deficits while the President plays geopolitical poker with... basically the entire Western world.

Elected officials have had a tremendous amount of success in the market recently.

We want to keep you updated on what they’re trading and when so you can leverage that intel as you plan out your own portfolio.

Data provided by AltIndex.

Remember to always DYOR.

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake with Invested Inc.