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
·57 min sittenInteresting angle. Is Iran aiming for a grand slam? https://geopolitika.no/iran-gar-for-storeslem-2/ "As the war is at a standstill, Iran is also moving the goalposts and aiming ever higher: A rare window of opportunity has opened for the Iranian Republic, which can now go for the grand slam: the American bond market."
·1 t sitten8 PM could be the silver spark that sends $70 into play Bessent's Iran sanctions are expected, but the details could be crucial for the silver price. Bessent has already used very strong rhetoric: "You're either with us or against us." According to Bessent, the USA will use full economic power against countries and companies that continue to buy Iranian oil or do business with Iran. (Reuters) If this rhetoric is actually followed up with tough secondary sanctions, especially against Chinese oil importers and financial actors, geopolitical risk and pressure on the oil price could increase significantly. It could provide further support for gold and silver. With silver near $70, this could become the catalyst for a new attempt at a breakout. I myself own AuAg Silver Bullet, and therefore have a direct financial interest in the development of the silver price. The post is written with the help of AI. This is my own assessment and not a buy recommendation. Sources: https://www.reuters.com/world/middle-east/us-treasury-secretary-bessent-hold-press-conference-iran-on-monday-2026-08-20/ https://www.reuters.com/world/china/global-markets-global-markets-2026-08-24/ https://www.aljazeera.com/news/2026/8/20/us-treasury-secretary-says-new-economic-measures-will-collapse-iran- 5 t sittenNot All Rate Rises Are Created Equal A 30-year yield at a 19-year high looks like an obvious sell signal for precious metals. It isn't. The same nominal yield can mean opposite things depending on what drives it, and getting that distinction right matters more than any price target. Break the nominal yield into three parts: expected real rates, expected inflation, and term premium. If yields rise because real rate expectations rise, that is a credible central bank tightening, and it is straightforwardly bearish for assets with no yield. If they rise because breakevens or term premium widen, that is the market demanding compensation for debt risk and policy uncertainty. Real rates stay flat or fall. Hard assets benefit. The US is currently in the second case. Public debt has passed $40tn. Treasury abruptly doubled long-dated buybacks, which several investors read as yield suppression rather than routine debt management. Warsh has stripped back Fed communication and refuses forward guidance. In an FT survey of academic economists run by Chicago Booth, more than 60% said Fed credibility concerns contributed substantially to the rise in long yields since his nomination, and nearly 60% said the path back to 2% inflation now looks longer than it did in May. Price action confirms the diagnosis. Silver rose toward $70 while long yields rose. Gold cleared $4,500. The dollar weakened. That is the term premium signature, not the tightening signature. I got this wrong earlier in the year. When the Iran conflict lifted crude in February and March, I assumed higher oil meant higher inflation meant a more aggressive Fed meant higher real rates and lower silver. That held, because the Fed still had the credibility to make it hold. It is a weaker assumption today. The same oil shock can now flip sign, because the market is no longer convinced anyone will respond. The practical takeaway: watch breakevens and TIPS-implied real rates, not the headline nominal. That spread tells you which component is moving, and therefore whether a rate rise threatens your thesis or confirms it. Friday's Jackson Hole speech is the test. Warsh is expected to explain the framework behind his pared-back communication style. What matters is not whether the tone reads hawkish, but whether anything he says actually moves breakevens. Re-anchor them and real rates rise, which hurts metals. Leave the ambiguity in place and the debasement trade likely continues. How do you read the move in long yields? Compensation for fiscal risk, or ordinary tightening that eventually catches both equities and metals? Sources: https://www.ft.com/content/40ae9cd3-fbc8-4a55-adaa-c24bc80481c9 https://www.bloomberg.com/news/articles/2026-08-23/us-long-bonds-risk-deeper-selloff-without-clear-warsh-guidance https://tradingeconomics.com/commodity/silver https://www.axios.com/2026/08/17/treasury-yields-warsh-bonds https://www.cnbc.com/2026/08/19/bessent-treasury-buybacks-yields-warsh-fed.html Disclosure: I hold AuAg Silver Bullet and therefore have an interest in the silver price. This is not investment advice. Written with AI assistance.
Reads it as if the USA and other countries are trying to let inflation eat up the debt. Hits hard those who are not in precious metals in the long term (10-20 years). - 1 päivä sitten · MuokattuWarsh at Jackson Hole: Will Silver Break $70? On Friday, August 28 at 16:00 CET, Kevin Warsh delivers his first Jackson Hole speech as Fed Chair. The Fed kept rates unchanged in July, but three regional Fed presidents dissented in favour of a hike, the first time since 2016 that three FOMC members simultaneously pushed for higher rates. Silver is up around 15% over the past month after the U.S. Treasury doubled the size of some long-duration debt buybacks and the dollar weakened. Silver is now testing the $70 to $72 resistance zone that has capped the market during much of the decline from the January peak. A hawkish Warsh could push real yields and the dollar higher, potentially rejecting silver at resistance. A vague or neutral message, combined with continued concerns over U.S. debt and currency debasement, could give the rally more room and potentially open the way towards $78 to $80. The technical picture is particularly interesting. Silver remains inside a medium-term falling trend channel, but a sustained break above $70 could challenge the bearish structure. A rejection could reinforce $70 as a ceiling, while a breakout could turn it into support. Will $70 become a floor or remain a ceiling after Jackson Hole? This post was written with the assistance of AI. I own units in AuAg Silver Bullet. This is not investment advice. Do your own research. Sources: https://www.mnimarkets.com/articles/chair-warsh-to-give-jackson-hole-keynote-speech-aug-28-at-10am-et-1787258124058 https://daytradingtoolkit.com/market-insights/jackson-hole-2026-day-trading-preview https://www.euronews.com/business/2026/08/20/gold-and-silver-surge-in-august-as-mounting-us-debt-fears-rattle-markets https://finance.biggo.com/news/5199dcdf-716b-4f74-81f1-60f5a3b95518
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
- ·57 min sittenInteresting angle. Is Iran aiming for a grand slam? https://geopolitika.no/iran-gar-for-storeslem-2/ "As the war is at a standstill, Iran is also moving the goalposts and aiming ever higher: A rare window of opportunity has opened for the Iranian Republic, which can now go for the grand slam: the American bond market."
- ·1 t sitten8 PM could be the silver spark that sends $70 into play Bessent's Iran sanctions are expected, but the details could be crucial for the silver price. Bessent has already used very strong rhetoric: "You're either with us or against us." According to Bessent, the USA will use full economic power against countries and companies that continue to buy Iranian oil or do business with Iran. (Reuters) If this rhetoric is actually followed up with tough secondary sanctions, especially against Chinese oil importers and financial actors, geopolitical risk and pressure on the oil price could increase significantly. It could provide further support for gold and silver. With silver near $70, this could become the catalyst for a new attempt at a breakout. I myself own AuAg Silver Bullet, and therefore have a direct financial interest in the development of the silver price. The post is written with the help of AI. This is my own assessment and not a buy recommendation. Sources: https://www.reuters.com/world/middle-east/us-treasury-secretary-bessent-hold-press-conference-iran-on-monday-2026-08-20/ https://www.reuters.com/world/china/global-markets-global-markets-2026-08-24/ https://www.aljazeera.com/news/2026/8/20/us-treasury-secretary-says-new-economic-measures-will-collapse-iran
- 5 t sittenNot All Rate Rises Are Created Equal A 30-year yield at a 19-year high looks like an obvious sell signal for precious metals. It isn't. The same nominal yield can mean opposite things depending on what drives it, and getting that distinction right matters more than any price target. Break the nominal yield into three parts: expected real rates, expected inflation, and term premium. If yields rise because real rate expectations rise, that is a credible central bank tightening, and it is straightforwardly bearish for assets with no yield. If they rise because breakevens or term premium widen, that is the market demanding compensation for debt risk and policy uncertainty. Real rates stay flat or fall. Hard assets benefit. The US is currently in the second case. Public debt has passed $40tn. Treasury abruptly doubled long-dated buybacks, which several investors read as yield suppression rather than routine debt management. Warsh has stripped back Fed communication and refuses forward guidance. In an FT survey of academic economists run by Chicago Booth, more than 60% said Fed credibility concerns contributed substantially to the rise in long yields since his nomination, and nearly 60% said the path back to 2% inflation now looks longer than it did in May. Price action confirms the diagnosis. Silver rose toward $70 while long yields rose. Gold cleared $4,500. The dollar weakened. That is the term premium signature, not the tightening signature. I got this wrong earlier in the year. When the Iran conflict lifted crude in February and March, I assumed higher oil meant higher inflation meant a more aggressive Fed meant higher real rates and lower silver. That held, because the Fed still had the credibility to make it hold. It is a weaker assumption today. The same oil shock can now flip sign, because the market is no longer convinced anyone will respond. The practical takeaway: watch breakevens and TIPS-implied real rates, not the headline nominal. That spread tells you which component is moving, and therefore whether a rate rise threatens your thesis or confirms it. Friday's Jackson Hole speech is the test. Warsh is expected to explain the framework behind his pared-back communication style. What matters is not whether the tone reads hawkish, but whether anything he says actually moves breakevens. Re-anchor them and real rates rise, which hurts metals. Leave the ambiguity in place and the debasement trade likely continues. How do you read the move in long yields? Compensation for fiscal risk, or ordinary tightening that eventually catches both equities and metals? Sources: https://www.ft.com/content/40ae9cd3-fbc8-4a55-adaa-c24bc80481c9 https://www.bloomberg.com/news/articles/2026-08-23/us-long-bonds-risk-deeper-selloff-without-clear-warsh-guidance https://tradingeconomics.com/commodity/silver https://www.axios.com/2026/08/17/treasury-yields-warsh-bonds https://www.cnbc.com/2026/08/19/bessent-treasury-buybacks-yields-warsh-fed.html Disclosure: I hold AuAg Silver Bullet and therefore have an interest in the silver price. This is not investment advice. Written with AI assistance.Reads it as if the USA and other countries are trying to let inflation eat up the debt. Hits hard those who are not in precious metals in the long term (10-20 years).
- 1 päivä sitten · MuokattuWarsh at Jackson Hole: Will Silver Break $70? On Friday, August 28 at 16:00 CET, Kevin Warsh delivers his first Jackson Hole speech as Fed Chair. The Fed kept rates unchanged in July, but three regional Fed presidents dissented in favour of a hike, the first time since 2016 that three FOMC members simultaneously pushed for higher rates. Silver is up around 15% over the past month after the U.S. Treasury doubled the size of some long-duration debt buybacks and the dollar weakened. Silver is now testing the $70 to $72 resistance zone that has capped the market during much of the decline from the January peak. A hawkish Warsh could push real yields and the dollar higher, potentially rejecting silver at resistance. A vague or neutral message, combined with continued concerns over U.S. debt and currency debasement, could give the rally more room and potentially open the way towards $78 to $80. The technical picture is particularly interesting. Silver remains inside a medium-term falling trend channel, but a sustained break above $70 could challenge the bearish structure. A rejection could reinforce $70 as a ceiling, while a breakout could turn it into support. Will $70 become a floor or remain a ceiling after Jackson Hole? This post was written with the assistance of AI. I own units in AuAg Silver Bullet. This is not investment advice. Do your own research. Sources: https://www.mnimarkets.com/articles/chair-warsh-to-give-jackson-hole-keynote-speech-aug-28-at-10am-et-1787258124058 https://daytradingtoolkit.com/market-insights/jackson-hole-2026-day-trading-preview https://www.euronews.com/business/2026/08/20/gold-and-silver-surge-in-august-as-mounting-us-debt-fears-rattle-markets https://finance.biggo.com/news/5199dcdf-716b-4f74-81f1-60f5a3b95518
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
- ·57 min sittenInteresting angle. Is Iran aiming for a grand slam? https://geopolitika.no/iran-gar-for-storeslem-2/ "As the war is at a standstill, Iran is also moving the goalposts and aiming ever higher: A rare window of opportunity has opened for the Iranian Republic, which can now go for the grand slam: the American bond market."
- ·1 t sitten8 PM could be the silver spark that sends $70 into play Bessent's Iran sanctions are expected, but the details could be crucial for the silver price. Bessent has already used very strong rhetoric: "You're either with us or against us." According to Bessent, the USA will use full economic power against countries and companies that continue to buy Iranian oil or do business with Iran. (Reuters) If this rhetoric is actually followed up with tough secondary sanctions, especially against Chinese oil importers and financial actors, geopolitical risk and pressure on the oil price could increase significantly. It could provide further support for gold and silver. With silver near $70, this could become the catalyst for a new attempt at a breakout. I myself own AuAg Silver Bullet, and therefore have a direct financial interest in the development of the silver price. The post is written with the help of AI. This is my own assessment and not a buy recommendation. Sources: https://www.reuters.com/world/middle-east/us-treasury-secretary-bessent-hold-press-conference-iran-on-monday-2026-08-20/ https://www.reuters.com/world/china/global-markets-global-markets-2026-08-24/ https://www.aljazeera.com/news/2026/8/20/us-treasury-secretary-says-new-economic-measures-will-collapse-iran
- 5 t sittenNot All Rate Rises Are Created Equal A 30-year yield at a 19-year high looks like an obvious sell signal for precious metals. It isn't. The same nominal yield can mean opposite things depending on what drives it, and getting that distinction right matters more than any price target. Break the nominal yield into three parts: expected real rates, expected inflation, and term premium. If yields rise because real rate expectations rise, that is a credible central bank tightening, and it is straightforwardly bearish for assets with no yield. If they rise because breakevens or term premium widen, that is the market demanding compensation for debt risk and policy uncertainty. Real rates stay flat or fall. Hard assets benefit. The US is currently in the second case. Public debt has passed $40tn. Treasury abruptly doubled long-dated buybacks, which several investors read as yield suppression rather than routine debt management. Warsh has stripped back Fed communication and refuses forward guidance. In an FT survey of academic economists run by Chicago Booth, more than 60% said Fed credibility concerns contributed substantially to the rise in long yields since his nomination, and nearly 60% said the path back to 2% inflation now looks longer than it did in May. Price action confirms the diagnosis. Silver rose toward $70 while long yields rose. Gold cleared $4,500. The dollar weakened. That is the term premium signature, not the tightening signature. I got this wrong earlier in the year. When the Iran conflict lifted crude in February and March, I assumed higher oil meant higher inflation meant a more aggressive Fed meant higher real rates and lower silver. That held, because the Fed still had the credibility to make it hold. It is a weaker assumption today. The same oil shock can now flip sign, because the market is no longer convinced anyone will respond. The practical takeaway: watch breakevens and TIPS-implied real rates, not the headline nominal. That spread tells you which component is moving, and therefore whether a rate rise threatens your thesis or confirms it. Friday's Jackson Hole speech is the test. Warsh is expected to explain the framework behind his pared-back communication style. What matters is not whether the tone reads hawkish, but whether anything he says actually moves breakevens. Re-anchor them and real rates rise, which hurts metals. Leave the ambiguity in place and the debasement trade likely continues. How do you read the move in long yields? Compensation for fiscal risk, or ordinary tightening that eventually catches both equities and metals? Sources: https://www.ft.com/content/40ae9cd3-fbc8-4a55-adaa-c24bc80481c9 https://www.bloomberg.com/news/articles/2026-08-23/us-long-bonds-risk-deeper-selloff-without-clear-warsh-guidance https://tradingeconomics.com/commodity/silver https://www.axios.com/2026/08/17/treasury-yields-warsh-bonds https://www.cnbc.com/2026/08/19/bessent-treasury-buybacks-yields-warsh-fed.html Disclosure: I hold AuAg Silver Bullet and therefore have an interest in the silver price. This is not investment advice. Written with AI assistance.Reads it as if the USA and other countries are trying to let inflation eat up the debt. Hits hard those who are not in precious metals in the long term (10-20 years).
- 1 päivä sitten · MuokattuWarsh at Jackson Hole: Will Silver Break $70? On Friday, August 28 at 16:00 CET, Kevin Warsh delivers his first Jackson Hole speech as Fed Chair. The Fed kept rates unchanged in July, but three regional Fed presidents dissented in favour of a hike, the first time since 2016 that three FOMC members simultaneously pushed for higher rates. Silver is up around 15% over the past month after the U.S. Treasury doubled the size of some long-duration debt buybacks and the dollar weakened. Silver is now testing the $70 to $72 resistance zone that has capped the market during much of the decline from the January peak. A hawkish Warsh could push real yields and the dollar higher, potentially rejecting silver at resistance. A vague or neutral message, combined with continued concerns over U.S. debt and currency debasement, could give the rally more room and potentially open the way towards $78 to $80. The technical picture is particularly interesting. Silver remains inside a medium-term falling trend channel, but a sustained break above $70 could challenge the bearish structure. A rejection could reinforce $70 as a ceiling, while a breakout could turn it into support. Will $70 become a floor or remain a ceiling after Jackson Hole? This post was written with the assistance of AI. I own units in AuAg Silver Bullet. This is not investment advice. Do your own research. Sources: https://www.mnimarkets.com/articles/chair-warsh-to-give-jackson-hole-keynote-speech-aug-28-at-10am-et-1787258124058 https://daytradingtoolkit.com/market-insights/jackson-hole-2026-day-trading-preview https://www.euronews.com/business/2026/08/20/gold-and-silver-surge-in-august-as-mounting-us-debt-fears-rattle-markets https://finance.biggo.com/news/5199dcdf-716b-4f74-81f1-60f5a3b95518
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%