100 Days In: Trump’s ‘Strategic Uncertainty’ on Tariffs Leaves Markets Guessing

Veteran commodity investor Jim Rogers has stated he prefers silver to gold in the current market environment, specifically highlighting silver’s more affordable price as his main rationale. This perspective comes as precious metals continue to attract attention from investors seeking safe havens amid global economic uncertainties. Beyond his metals strategy, Rogers disclosed that he’s maintaining positions in US dollars and agricultural commodities as part of his broader investment portfolio. He expressed considerable optimism about India’s economic trajectory under its current leadership, suggesting that investors should view market downturns as potential entry points into Indian markets. Throughout his comments, Rogers reinforced

Gold’s impressive performance continues with a 12% gain year-to-date, pushing prices near $3,000 per troy ounce following last year’s 25.3% surge that edged past the S&P 500’s total return. According to JP Morgan, central banks have emerged as the key players in the gold market, increasing their purchases by 11.5% each year since 2019 and now making up nearly a quarter of total demand. The report explains that central banks keep buying gold regardless of high prices because they’re focused on protecting against geopolitical risks and diversifying their reserves, especially after Russia’s assets were frozen in 2022. This behavior differs