BofA calls Gold and Silver "Bule"?

[Igor Pereira]

Traders, when one of the biggest banks in the fiduciary system shouts "Bule!" to the only assets that protect you from the inflation of that same system, it is time to pay attention — and do the opposite.

By Igor Pereira Financial Market Analyst

The Bank of America (BofA) has just added Gold, Silver and Materials to its asset list in "Bake Risk", while calling the Big Techs "stable".

That is, in my analysis, Institutional Gaslighting. They are trying to scare off retail so they sell their cheap real assets (Hard Assets), just before the real Super-Cycle starts. Below is the dissection of this report.

Their new indicator (BRI) says Gold and Silver went up too fast. Let's go to the facts they ignore:

• The Reality: How can there be a bubble in an asset (Gold) that had ZERO geological discoveries in 2 years and where the central banks (China) have been buying for 15 months in a row?

• The ExpertFX Diagnosis: That's not a bubble; it's a Restoring Shortness. The price is rising because there is no physical material. Calling it a bubble is trying to deny the law of supply and demand.

The most dangerous part of the report is the statement that "high-capitalization technology actions remain relatively stable".

• Contradiction: We saw yesterday that Insiders are selling mass technology shares. Goldman Sachs recorded a record Shorts in stock.

• The Move: The BofA is telling you to stay on the sinking boat (Tech inflated by AI) and leave the Lifeboat (Commodities). They need output liquidity for their Tech positions, and you're the target.

They launched the Bubble Risk Indicator to highlight areas of instability.

• Reading: Banks create indicators to justify their portfolio rotations. If they're "warning" about materials, their trading tables are likely to be accumulating these materials in each fall caused by these reports.

• Aironia: They quote that "IA can feed unstable markets", but they say that Tech's actions (the IA epicenter) are stable. The narrative doesn't hold.

They want you to be afraid of profit.

My Vision: A "bubble alert" at the beginning of a commodity cycle is the strongest buying sign there is. It means the Worry Wall is still standing.

1. Ignore Label: If Gold and Silver were a bubble, the central banks would be selling, not buying records.

2. The True Bubble: It is in the blind confidence that technology can grow infinitely in a world with scarcity of physical resources and energy.

3. Action: Keep your positions on Materials and Metals. Let BofA keep the bits and bytes; we'll take the atoms.

---

Premium access: The Anti-BRI.

We developed our own indicator, the "Scarcity Alpha", which ignores the paper price and focuses on global physical stocks. He says exactly the opposite of BofA: Gold and Silver are historically cheap in relation to monetary mass.

Ensure your place in the elite market: "> CLICK HERE TO ACCESS THE PICTURE