Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
15 min sittenFund Change NAV Currency Date AuAg Silver Bullet A -3,00% 438.06 SEK 13/08/2026 AuAg Silver Bullet B -2,89% 42.69 EUR 13/08/2026
·2 t sittenBull-scenario for silver: can Iran be the next catalyst? The USA has announced that in the coming days it will introduce what it itself describes as historically comprehensive economic measures against Iran. At the same time, US authorities have made it clear that the naval blockade of the country can be maintained indefinitely, as vessels can be rotated in and out of the region for as long as necessary. This could prove to be very interesting for the silver market. Brent is now around 87 dollar a barrel and has risen around 4 to 5 prosent this week despite a decline on Thursday. At the same time, market expectations for a US interest rate hike in September have fallen sharply, to around 35 prosent, down from around 55 prosent a week ago. It is precisely this combination that can create a strong bull-scenario: higher oil price, lower interest rate expectations, geopolitical unrest and a weaker dollar simultaneously. The problem earlier in the conflict has been that higher oil prices have led to increased inflation fear and thus higher interest rate expectations, which has been negative for precious metals. The oil rally in July is a good example, as it contributed to increased expectations that interest rates would be kept high longer, which pushed the gold price down. But the situation now appears different. This week, weaker US inflation figures, both CPI and core-PPI, have dampened interest rate expectations even though the oil price has risen at the same time. If the USA further tightens its grip around Iran, the oil price moves towards 90 dollar and beyond, while the Fed is not forced to raise interest rates, we could see a strong macro shift in favor of silver. Silver is now trading around 64 dollar per ounce, after a rise of around 68 prosent over the last year, and is still well below its peak of over 121 dollar from January. The big question therefore is whether silver can get both a geopolitical premium and monetary policy tailwind at the same time. If the answer is yes, today's levels could quickly prove to be a stopover and not the peak. I am particularly following the level of 68 dollar, then 71 to 75 dollar. A solid break through this area could open for a significant new rally. For me, this appears to be an increasingly interesting bull-scenario: Iran is economically pressured, the oil price rises, geopolitical risk increases, the Fed holds back, the dollar weakens, and silver rises. It is a combination the silver market has historically liked very much. This is not investment advice, only my own analysis and assessment. Always do your own research before investing. Sources: https://www.dn.no/dn-ekspress/sor-korea/usa/teknologi-lofter-asia-usa-skal-isolere-iran-okonomisk-neste-uke/2-1-2029110https://www.reuters.com/world/middle-east/us-eyes-indefinite-iran-naval-blockade-oil-supply-shortfall-deepens-2026-08-13/https://www.reuters.com/business/energy/oil-steadies-after-us-threatens-blockade-iran-indefinitely-2026-08-14/https://tradingeconomics.com/commodity/silver
Last year at this time there was approx 195Moz available for delivery at Comex.Now it is 99Moz.Last year at this time the rise for silver started.Will the same happen this year too🤷I think so. Last year at this time we had a normal oil price,so I am a bit skeptical about focusing too much on oil and inflation,when it is the industry that is vacuuming the market for silver. I note that there is extreme delivery pressure at Comex. Potential delivery vs registered 317.3% Extreme delivery pressure 315.1M oz / 99.3M oz Days to first notice 11 days SEP 2026 contract If we look one year back in time,and see how much left the warehouses from August to March month,then the warehouse can be emptied of available silver,but then the withdrawal must be like last year. Oil price and silver: Higher oil price can lead to recession.That is not good for silver.If the oil price gets higher and the market manages,then inflation increases.It is a rule of thumb that inflation increases by 0.2-04% for every 10$ the oil rises by. CPI for July month was just a breather.Inflation will go up again. Interest rate hikes: FED will never voluntarily raise interest rates,but should the government bond market collapse,then interest rates can quickly rise "by themselves"FED has already saved the bond market from complete collapse. There will be interest rate hikes in Norway.The Central Bank blames high wages,but the fact is that it is inflation that has led to high wages,not the other way around.The Central Bank has once again made a mistake.Shut down the crap and let the market control interest rates. The biggest driver for silver is demand.The second driver is that silver is affected when investors secure purchasing power.The third driving force is that commodity funds must reweight to metals when the oil price rises. 199$
·16 t sittenThen it was the day for ÷20% again.
- 1 päivä sittenFund Change NAV Currency Date AuAg Silver Bullet A +1,07% 451.61 SEK 12/08/2026 AuAg Silver Bullet B +0,57% 43.96 EUR 12/08/2026
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 15 min sittenFund Change NAV Currency Date AuAg Silver Bullet A -3,00% 438.06 SEK 13/08/2026 AuAg Silver Bullet B -2,89% 42.69 EUR 13/08/2026
- ·2 t sittenBull-scenario for silver: can Iran be the next catalyst? The USA has announced that in the coming days it will introduce what it itself describes as historically comprehensive economic measures against Iran. At the same time, US authorities have made it clear that the naval blockade of the country can be maintained indefinitely, as vessels can be rotated in and out of the region for as long as necessary. This could prove to be very interesting for the silver market. Brent is now around 87 dollar a barrel and has risen around 4 to 5 prosent this week despite a decline on Thursday. At the same time, market expectations for a US interest rate hike in September have fallen sharply, to around 35 prosent, down from around 55 prosent a week ago. It is precisely this combination that can create a strong bull-scenario: higher oil price, lower interest rate expectations, geopolitical unrest and a weaker dollar simultaneously. The problem earlier in the conflict has been that higher oil prices have led to increased inflation fear and thus higher interest rate expectations, which has been negative for precious metals. The oil rally in July is a good example, as it contributed to increased expectations that interest rates would be kept high longer, which pushed the gold price down. But the situation now appears different. This week, weaker US inflation figures, both CPI and core-PPI, have dampened interest rate expectations even though the oil price has risen at the same time. If the USA further tightens its grip around Iran, the oil price moves towards 90 dollar and beyond, while the Fed is not forced to raise interest rates, we could see a strong macro shift in favor of silver. Silver is now trading around 64 dollar per ounce, after a rise of around 68 prosent over the last year, and is still well below its peak of over 121 dollar from January. The big question therefore is whether silver can get both a geopolitical premium and monetary policy tailwind at the same time. If the answer is yes, today's levels could quickly prove to be a stopover and not the peak. I am particularly following the level of 68 dollar, then 71 to 75 dollar. A solid break through this area could open for a significant new rally. For me, this appears to be an increasingly interesting bull-scenario: Iran is economically pressured, the oil price rises, geopolitical risk increases, the Fed holds back, the dollar weakens, and silver rises. It is a combination the silver market has historically liked very much. This is not investment advice, only my own analysis and assessment. Always do your own research before investing. Sources: https://www.dn.no/dn-ekspress/sor-korea/usa/teknologi-lofter-asia-usa-skal-isolere-iran-okonomisk-neste-uke/2-1-2029110https://www.reuters.com/world/middle-east/us-eyes-indefinite-iran-naval-blockade-oil-supply-shortfall-deepens-2026-08-13/https://www.reuters.com/business/energy/oil-steadies-after-us-threatens-blockade-iran-indefinitely-2026-08-14/https://tradingeconomics.com/commodity/silverLast year at this time there was approx 195Moz available for delivery at Comex.Now it is 99Moz.Last year at this time the rise for silver started.Will the same happen this year too🤷I think so. Last year at this time we had a normal oil price,so I am a bit skeptical about focusing too much on oil and inflation,when it is the industry that is vacuuming the market for silver. I note that there is extreme delivery pressure at Comex. Potential delivery vs registered 317.3% Extreme delivery pressure 315.1M oz / 99.3M oz Days to first notice 11 days SEP 2026 contract If we look one year back in time,and see how much left the warehouses from August to March month,then the warehouse can be emptied of available silver,but then the withdrawal must be like last year. Oil price and silver: Higher oil price can lead to recession.That is not good for silver.If the oil price gets higher and the market manages,then inflation increases.It is a rule of thumb that inflation increases by 0.2-04% for every 10$ the oil rises by. CPI for July month was just a breather.Inflation will go up again. Interest rate hikes: FED will never voluntarily raise interest rates,but should the government bond market collapse,then interest rates can quickly rise "by themselves"FED has already saved the bond market from complete collapse. There will be interest rate hikes in Norway.The Central Bank blames high wages,but the fact is that it is inflation that has led to high wages,not the other way around.The Central Bank has once again made a mistake.Shut down the crap and let the market control interest rates. The biggest driver for silver is demand.The second driver is that silver is affected when investors secure purchasing power.The third driving force is that commodity funds must reweight to metals when the oil price rises. 199$
- ·16 t sittenThen it was the day for ÷20% again.
- 1 päivä sittenFund Change NAV Currency Date AuAg Silver Bullet A +1,07% 451.61 SEK 12/08/2026 AuAg Silver Bullet B +0,57% 43.96 EUR 12/08/2026
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 15 min sittenFund Change NAV Currency Date AuAg Silver Bullet A -3,00% 438.06 SEK 13/08/2026 AuAg Silver Bullet B -2,89% 42.69 EUR 13/08/2026
- ·2 t sittenBull-scenario for silver: can Iran be the next catalyst? The USA has announced that in the coming days it will introduce what it itself describes as historically comprehensive economic measures against Iran. At the same time, US authorities have made it clear that the naval blockade of the country can be maintained indefinitely, as vessels can be rotated in and out of the region for as long as necessary. This could prove to be very interesting for the silver market. Brent is now around 87 dollar a barrel and has risen around 4 to 5 prosent this week despite a decline on Thursday. At the same time, market expectations for a US interest rate hike in September have fallen sharply, to around 35 prosent, down from around 55 prosent a week ago. It is precisely this combination that can create a strong bull-scenario: higher oil price, lower interest rate expectations, geopolitical unrest and a weaker dollar simultaneously. The problem earlier in the conflict has been that higher oil prices have led to increased inflation fear and thus higher interest rate expectations, which has been negative for precious metals. The oil rally in July is a good example, as it contributed to increased expectations that interest rates would be kept high longer, which pushed the gold price down. But the situation now appears different. This week, weaker US inflation figures, both CPI and core-PPI, have dampened interest rate expectations even though the oil price has risen at the same time. If the USA further tightens its grip around Iran, the oil price moves towards 90 dollar and beyond, while the Fed is not forced to raise interest rates, we could see a strong macro shift in favor of silver. Silver is now trading around 64 dollar per ounce, after a rise of around 68 prosent over the last year, and is still well below its peak of over 121 dollar from January. The big question therefore is whether silver can get both a geopolitical premium and monetary policy tailwind at the same time. If the answer is yes, today's levels could quickly prove to be a stopover and not the peak. I am particularly following the level of 68 dollar, then 71 to 75 dollar. A solid break through this area could open for a significant new rally. For me, this appears to be an increasingly interesting bull-scenario: Iran is economically pressured, the oil price rises, geopolitical risk increases, the Fed holds back, the dollar weakens, and silver rises. It is a combination the silver market has historically liked very much. This is not investment advice, only my own analysis and assessment. Always do your own research before investing. Sources: https://www.dn.no/dn-ekspress/sor-korea/usa/teknologi-lofter-asia-usa-skal-isolere-iran-okonomisk-neste-uke/2-1-2029110https://www.reuters.com/world/middle-east/us-eyes-indefinite-iran-naval-blockade-oil-supply-shortfall-deepens-2026-08-13/https://www.reuters.com/business/energy/oil-steadies-after-us-threatens-blockade-iran-indefinitely-2026-08-14/https://tradingeconomics.com/commodity/silverLast year at this time there was approx 195Moz available for delivery at Comex.Now it is 99Moz.Last year at this time the rise for silver started.Will the same happen this year too🤷I think so. Last year at this time we had a normal oil price,so I am a bit skeptical about focusing too much on oil and inflation,when it is the industry that is vacuuming the market for silver. I note that there is extreme delivery pressure at Comex. Potential delivery vs registered 317.3% Extreme delivery pressure 315.1M oz / 99.3M oz Days to first notice 11 days SEP 2026 contract If we look one year back in time,and see how much left the warehouses from August to March month,then the warehouse can be emptied of available silver,but then the withdrawal must be like last year. Oil price and silver: Higher oil price can lead to recession.That is not good for silver.If the oil price gets higher and the market manages,then inflation increases.It is a rule of thumb that inflation increases by 0.2-04% for every 10$ the oil rises by. CPI for July month was just a breather.Inflation will go up again. Interest rate hikes: FED will never voluntarily raise interest rates,but should the government bond market collapse,then interest rates can quickly rise "by themselves"FED has already saved the bond market from complete collapse. There will be interest rate hikes in Norway.The Central Bank blames high wages,but the fact is that it is inflation that has led to high wages,not the other way around.The Central Bank has once again made a mistake.Shut down the crap and let the market control interest rates. The biggest driver for silver is demand.The second driver is that silver is affected when investors secure purchasing power.The third driving force is that commodity funds must reweight to metals when the oil price rises. 199$
- ·16 t sittenThen it was the day for ÷20% again.
- 1 päivä sittenFund Change NAV Currency Date AuAg Silver Bullet A +1,07% 451.61 SEK 12/08/2026 AuAg Silver Bullet B +0,57% 43.96 EUR 12/08/2026
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%