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 30.4.2026
Jakauma
- Osakkeet96,1%
- Muut3,5%
- Lyhyt korko0,4%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
7 t sitten · Muokattu7 t sitten · MuokattuMistä löytyy nuo ajantasaiset kurssit?
·6 t sitten
8 t sitten8 t sittenFund Change NAV Currency Date AuAg Silver Bullet A -0,71% 439.38 SEK 01/06/2026 AuAg Silver Bullet B -1,31% 43.65 EUR 01/06/2026
11 t sitten · Muokattu11 t sitten · MuokattuGold and Silver at a Crossroads — Both Testing the Floor of the Rising Trend Channel After a remarkable 2025 and a peak in January 2026, precious metals have had a sharp reality check. Gold topped out near 5,500 and silver pushed all the way towards 120 before the correction set in properly. As of 2 June, gold trades around 4,500 and silver around 76. On a one-year view silver still leads comfortably, up roughly 130 per cent against gold’s 36, but over three months silver has fallen hardest — down close to 20 per cent versus gold’s 16. That is silver’s character in a nutshell: it runs hotter than its larger sibling in both directions. The driver behind the fall is worth understanding, because it turned the whole logic on its head. Through 2025 the market priced in several Fed rate cuts, real yields fell, and gold enjoyed a clean tailwind. The war in Iran tore that tailwind away. The energy price shock from the strikes on Middle Eastern infrastructure lifted oil and inflation expectations, the Fed put cuts on hold, and the market eventually priced out the entire cutting path for 2026 — at one point even flirting with a hike before a cut. On top of that, the dollar itself took over the safe-haven role, applying extra pressure to dollar-priced metals. War, this time around, was a negative signal for precious metals, because it knocked the legs out from under the rate cuts that were the entire bull case. The technical picture is now particularly interesting, because both metals sit in the same decisive zone. Gold has come all the way back down to the floor of its rising trend channel — back to the support it originally rose from. As long as that channel floor holds, the long-term uptrend remains intact, and this looks more like a healthy pullback within a bull market than a trend reversal. Silver is attempting the same, but from a tougher starting point: the price actually broke down through the channel floor and is now fighting to climb back up into the channel it fell out of. That is the heart of the situation — gold is testing support from the inside, while silver is trying to win it back from the outside. For silver, it therefore comes down to two levels. Hold above roughly 68 and the price stays within striking distance and can work its way back. Lose 68 on decent volume and the breakdown is confirmed, opening the door to a deeper consolidation. For the technical green light to return, silver effectively has to reclaim the area around 90, where the first major resistance sits. The space from there down to current levels is something of a no-man’s-land. One indicator worth watching is the gold/silver ratio: a genuine silver-led advance is characterised by the ratio compressing — silver beating gold — not merely by an isolated bounce in the silver price. The outlook is two-sided. The structural drivers remain intact: J.P. Morgan sees silver averaging around 81 dollars in 2026 on the back of industrial demand, and Goldman Sachs holds to 5,400 dollars for gold by year-end, anchored in sustained central bank buying. At the same time, several houses warn of weakness first — Heraeus expects prices to trend lower for at least the early part of the year because the rally took prices too high too fast, and TD Securities sees silver retreating towards the mid-40s. The wildcard, as always now, is macro over technicals: rate cuts back on the table, a softer dollar and de-escalation around Hormuz are the fuel for a reclaim, whereas persistent oil pressure and a hawkish Fed are what break the floor. The next inflation print and FOMC meeting will therefore be more decisive than the trend lines themselves. The technicals confirm direction — macro determines it. What’s your read — does gold’s channel floor hold, and can silver reclaim its place in the channel, or do we see the 68 support give way before the summer is out? - Sources - Euronews — Gold vs oil during the Iran war: https://www.euronews.com/business/2026/05/08/gold-vs-oil-which-offers-better-protection-from-rising-prices-during-the-iran-war - J.P. Morgan Global Research — Silver prices 2026: https://www.jpmorgan.com/insights/global-research/commodities/silver-prices - IG — Commodities outlook 2026: https://www.ig.com/en/news-and-trade-ideas/commodities-market-outlook-for-2026-251212 - Kitco News — 2026 silver survey: https://www.kitco.com/news/article/2025-12-26/57-retail-investors-expect-silver-trade-above-100oz-2026-experts-see - CBS News — Gold & silver outlook for June 2026: https://www.cbsnews.com/news/what-will-happen-gold-silver-prices-june-2026-what-experts-expect/ - Investtech — automated technical analysis (Gold GC / Silver SI): https://www.investtech.com This is a personal market commentary and not investment advice. Always do your own research.
8 t sitten8 t sittenOr mayby stop posting pure slop anyhere. If there is no subjective intelligence behind the tecnical analysis, its not worth anything. You can get the meters anytime from Tradingview, the real gold is the insight when they actually make sense.- 23 t sitten23 t sittenTrump Pulls One Thread of a Tangled Knot – What the Middle East Means for Silver On Monday evening, Donald Trump announced on Truth Social that Israel and Hezbollah had agreed to halt attacks following discussions involving Washington and Jerusalem. Trump stated that US representatives had secured Hezbollah’s agreement to stop firing, provided Israel refrained from further strikes. However, neither Israel nor Hezbollah has publicly confirmed such an arrangement, and Israeli media reports suggest the planned strikes on Beirut were postponed at Washington’s request rather than cancelled outright – which may indicate that the threat of bombing was itself the leverage used to bring Hezbollah to the table. For investors, the key question is not whether a single ceasefire headline holds for a few days. It is whether the broader geopolitical structure has actually changed. My view is that many market participants still analyse Lebanon, Iran, Israel and the United States as separate developments when they are, in reality, threads of the same knot. Hezbollah remains Iran’s most important regional proxy and is unlikely to lay down its arms without Tehran at least tolerating it, just as Iran has consistently framed Israeli strikes in Lebanon as violations of its own understanding with Washington. What Trump is attempting, in effect, is to pull a single thread – Hezbollah – out of a knot in which Iran continues to tighten the others. This is why the seemingly contradictory headlines matter. Reports of Hezbollah reducing hostilities have emerged at the same time that Iran has reportedly hardened its rhetoric toward Washington and signalled reduced willingness to negotiate. I would caution against reading these as two opposing stories. They may instead be the same interconnected system being worked from several angles at once – tactical positioning rather than genuine resolution. And as long as the knot itself holds, the geopolitical risk premium embedded in investor positioning is likely to hold with it. Markets often react quickly to de-escalation headlines, but that premium rarely unwinds until the underlying strategic tensions are resolved together, not thread by thread. At the same time, geopolitics is only one part of the silver story. The longer-term backdrop continues to be shaped by structural supply deficits, growing industrial demand driven by electrification and solar deployment, persistent inflation pressures, and a Federal Reserve that, according to current market expectations, may keep policy restrictive for longer than previously anticipated. Silver is currently trading around $76 per ounce, still more than 100% above the start of the year but well below the nominal peak of $121.67 reached on 29 January. Geopolitical developments can drive short-term volatility and sentiment, but longer-term direction will ultimately depend on the balance between physical supply, industrial demand, monetary policy and investor flows. My conclusion is straightforward: one phone call does not untie a geopolitical knot that has been tightening for years. A broad, verified de-escalation involving all major actors at once could remove part of the risk premium currently supporting precious metals. Until that happens, investors should be careful about treating a single headline as a lasting shift in the underlying landscape. Geopolitics drives volatility and timing. Fundamentals determine direction. Do you view Lebanon, Iran, Israel and the United States as one interconnected risk picture for silver, or do you believe the market can separate the individual threads? Sources: • https://www.aftenposten.no/verden/i/6qBJxr/trump-israel-og-hizbollah-stanser-angrepene • https://www.timesofisrael.com/liveblog-june-01-2026/ • https://fortune.com/article/current-price-of-silver-6-1-2026/ • https://www.apmex.com/silver-price This is not investment advice. The content reflects my own assessments, and investors should conduct their own research before making investment decisions.22 t sitten · Muokattu22 t sitten · MuokattuIran Talks Drag On — Trump Says “Rapid Pace,” Iran Says Otherwise. What It Means for Silver. President Trump told CNBC today that negotiations with Iran are “continuing, at a rapid pace,” reinforcing his earlier social-media claim that an agreement has been “largely negotiated.” Beneath the rhetoric sits something more concrete: U.S. and Iranian negotiators have reportedly reached a tentative 60-day memorandum of understanding to extend the ceasefire and keep talking on the nuclear file — but it remains unsigned, pending Trump’s final approval, with no determination delivered as of this weekend. For a silver position, the read-through runs less through the metal’s safe-haven function and more through the oil-inflation-rates channel. That is the lesson of this conflict. Since hostilities began on February 28, silver fell roughly 20% at its worst — not because geopolitical risk was low, but because surging oil prices revived inflation fears, pushed the Fed from cuts toward holds and even hikes, and lifted the dollar. A non-yielding asset struggles in exactly that environment. The April ceasefire headlines flipped the logic: oil dropped below $100, the dollar softened, rate-cut expectations returned, and silver snapped back near $77 intraday before fading on the truce’s fragility. We are now watching the same mechanism rhyme. Trump has explicitly framed a deal around reopening the Strait of Hormuz and predicted oil “dropping like a rock,” while equities printed records and crude eased on deal optimism. If the MOU is signed and Hormuz traffic normalizes, the disinflationary impulse is the dominant force, and that is structurally supportive for silver via a friendlier Fed path. The catch is durability. Iran’s Fars outlet disputes that passage will be “free” as before the war, fresh U.S. strikes hit Iranian radar and command sites over the weekend, and the deal still hinges on the hardest item — what happens to Tehran’s near-weapons-grade uranium stockpile. So the asymmetry for silver looks like this. A genuine, signed de-escalation removes the inflation overhang that has been the metal’s primary headwind and clears the runway for the underlying structural deficit thesis to reassert itself. A collapse back into open conflict reintroduces the oil-driven inflation pressure that historically capped silver during this war, even as background risk rises. The metal at ~$75/oz — up about 4% on the month and roughly 117% year-on-year, yet still well below January’s $121.67 high — is sitting on the fault line between those two outcomes. I am holding through the headline noise; the signature, not the soundbite, is the catalyst that matters. Sources: https://www.cnbc.com/2026/06/01/trump-iran-war-negotiations-oil-israel-interview.htmlhttps://www.cbsnews.com/live-updates/iran-war-us-trump-vance-ceasefire-strait-of-hormuz-deal-close/https://www.cnn.com/2026/05/23/middleeast/iran-us-progress-framework-diplomacy-intlhttps://time.com/article/2026/06/01/us-iran-trade-fresh-strikes-peace-talks-president-trump-warning/https://tradingeconomics.com/commodity/silver Are you treating a signed Iran ceasefire as a bullish trigger for silver through the rates channel, or do you see the disinflation it brings as a net headwind for the metal? This is not investment advice. It reflects my own views and positioning, and you should do your own research.
0
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 30.4.2026
Jakauma
- Osakkeet96,1%
- Muut3,5%
- Lyhyt korko0,4%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 7 t sitten · Muokattu7 t sitten · MuokattuMistä löytyy nuo ajantasaiset kurssit?·6 t sitten
- 8 t sitten8 t sittenFund Change NAV Currency Date AuAg Silver Bullet A -0,71% 439.38 SEK 01/06/2026 AuAg Silver Bullet B -1,31% 43.65 EUR 01/06/2026
- 11 t sitten · Muokattu11 t sitten · MuokattuGold and Silver at a Crossroads — Both Testing the Floor of the Rising Trend Channel After a remarkable 2025 and a peak in January 2026, precious metals have had a sharp reality check. Gold topped out near 5,500 and silver pushed all the way towards 120 before the correction set in properly. As of 2 June, gold trades around 4,500 and silver around 76. On a one-year view silver still leads comfortably, up roughly 130 per cent against gold’s 36, but over three months silver has fallen hardest — down close to 20 per cent versus gold’s 16. That is silver’s character in a nutshell: it runs hotter than its larger sibling in both directions. The driver behind the fall is worth understanding, because it turned the whole logic on its head. Through 2025 the market priced in several Fed rate cuts, real yields fell, and gold enjoyed a clean tailwind. The war in Iran tore that tailwind away. The energy price shock from the strikes on Middle Eastern infrastructure lifted oil and inflation expectations, the Fed put cuts on hold, and the market eventually priced out the entire cutting path for 2026 — at one point even flirting with a hike before a cut. On top of that, the dollar itself took over the safe-haven role, applying extra pressure to dollar-priced metals. War, this time around, was a negative signal for precious metals, because it knocked the legs out from under the rate cuts that were the entire bull case. The technical picture is now particularly interesting, because both metals sit in the same decisive zone. Gold has come all the way back down to the floor of its rising trend channel — back to the support it originally rose from. As long as that channel floor holds, the long-term uptrend remains intact, and this looks more like a healthy pullback within a bull market than a trend reversal. Silver is attempting the same, but from a tougher starting point: the price actually broke down through the channel floor and is now fighting to climb back up into the channel it fell out of. That is the heart of the situation — gold is testing support from the inside, while silver is trying to win it back from the outside. For silver, it therefore comes down to two levels. Hold above roughly 68 and the price stays within striking distance and can work its way back. Lose 68 on decent volume and the breakdown is confirmed, opening the door to a deeper consolidation. For the technical green light to return, silver effectively has to reclaim the area around 90, where the first major resistance sits. The space from there down to current levels is something of a no-man’s-land. One indicator worth watching is the gold/silver ratio: a genuine silver-led advance is characterised by the ratio compressing — silver beating gold — not merely by an isolated bounce in the silver price. The outlook is two-sided. The structural drivers remain intact: J.P. Morgan sees silver averaging around 81 dollars in 2026 on the back of industrial demand, and Goldman Sachs holds to 5,400 dollars for gold by year-end, anchored in sustained central bank buying. At the same time, several houses warn of weakness first — Heraeus expects prices to trend lower for at least the early part of the year because the rally took prices too high too fast, and TD Securities sees silver retreating towards the mid-40s. The wildcard, as always now, is macro over technicals: rate cuts back on the table, a softer dollar and de-escalation around Hormuz are the fuel for a reclaim, whereas persistent oil pressure and a hawkish Fed are what break the floor. The next inflation print and FOMC meeting will therefore be more decisive than the trend lines themselves. The technicals confirm direction — macro determines it. What’s your read — does gold’s channel floor hold, and can silver reclaim its place in the channel, or do we see the 68 support give way before the summer is out? - Sources - Euronews — Gold vs oil during the Iran war: https://www.euronews.com/business/2026/05/08/gold-vs-oil-which-offers-better-protection-from-rising-prices-during-the-iran-war - J.P. Morgan Global Research — Silver prices 2026: https://www.jpmorgan.com/insights/global-research/commodities/silver-prices - IG — Commodities outlook 2026: https://www.ig.com/en/news-and-trade-ideas/commodities-market-outlook-for-2026-251212 - Kitco News — 2026 silver survey: https://www.kitco.com/news/article/2025-12-26/57-retail-investors-expect-silver-trade-above-100oz-2026-experts-see - CBS News — Gold & silver outlook for June 2026: https://www.cbsnews.com/news/what-will-happen-gold-silver-prices-june-2026-what-experts-expect/ - Investtech — automated technical analysis (Gold GC / Silver SI): https://www.investtech.com This is a personal market commentary and not investment advice. Always do your own research.8 t sitten8 t sittenOr mayby stop posting pure slop anyhere. If there is no subjective intelligence behind the tecnical analysis, its not worth anything. You can get the meters anytime from Tradingview, the real gold is the insight when they actually make sense.
- 23 t sitten23 t sittenTrump Pulls One Thread of a Tangled Knot – What the Middle East Means for Silver On Monday evening, Donald Trump announced on Truth Social that Israel and Hezbollah had agreed to halt attacks following discussions involving Washington and Jerusalem. Trump stated that US representatives had secured Hezbollah’s agreement to stop firing, provided Israel refrained from further strikes. However, neither Israel nor Hezbollah has publicly confirmed such an arrangement, and Israeli media reports suggest the planned strikes on Beirut were postponed at Washington’s request rather than cancelled outright – which may indicate that the threat of bombing was itself the leverage used to bring Hezbollah to the table. For investors, the key question is not whether a single ceasefire headline holds for a few days. It is whether the broader geopolitical structure has actually changed. My view is that many market participants still analyse Lebanon, Iran, Israel and the United States as separate developments when they are, in reality, threads of the same knot. Hezbollah remains Iran’s most important regional proxy and is unlikely to lay down its arms without Tehran at least tolerating it, just as Iran has consistently framed Israeli strikes in Lebanon as violations of its own understanding with Washington. What Trump is attempting, in effect, is to pull a single thread – Hezbollah – out of a knot in which Iran continues to tighten the others. This is why the seemingly contradictory headlines matter. Reports of Hezbollah reducing hostilities have emerged at the same time that Iran has reportedly hardened its rhetoric toward Washington and signalled reduced willingness to negotiate. I would caution against reading these as two opposing stories. They may instead be the same interconnected system being worked from several angles at once – tactical positioning rather than genuine resolution. And as long as the knot itself holds, the geopolitical risk premium embedded in investor positioning is likely to hold with it. Markets often react quickly to de-escalation headlines, but that premium rarely unwinds until the underlying strategic tensions are resolved together, not thread by thread. At the same time, geopolitics is only one part of the silver story. The longer-term backdrop continues to be shaped by structural supply deficits, growing industrial demand driven by electrification and solar deployment, persistent inflation pressures, and a Federal Reserve that, according to current market expectations, may keep policy restrictive for longer than previously anticipated. Silver is currently trading around $76 per ounce, still more than 100% above the start of the year but well below the nominal peak of $121.67 reached on 29 January. Geopolitical developments can drive short-term volatility and sentiment, but longer-term direction will ultimately depend on the balance between physical supply, industrial demand, monetary policy and investor flows. My conclusion is straightforward: one phone call does not untie a geopolitical knot that has been tightening for years. A broad, verified de-escalation involving all major actors at once could remove part of the risk premium currently supporting precious metals. Until that happens, investors should be careful about treating a single headline as a lasting shift in the underlying landscape. Geopolitics drives volatility and timing. Fundamentals determine direction. Do you view Lebanon, Iran, Israel and the United States as one interconnected risk picture for silver, or do you believe the market can separate the individual threads? Sources: • https://www.aftenposten.no/verden/i/6qBJxr/trump-israel-og-hizbollah-stanser-angrepene • https://www.timesofisrael.com/liveblog-june-01-2026/ • https://fortune.com/article/current-price-of-silver-6-1-2026/ • https://www.apmex.com/silver-price This is not investment advice. The content reflects my own assessments, and investors should conduct their own research before making investment decisions.22 t sitten · Muokattu22 t sitten · MuokattuIran Talks Drag On — Trump Says “Rapid Pace,” Iran Says Otherwise. What It Means for Silver. President Trump told CNBC today that negotiations with Iran are “continuing, at a rapid pace,” reinforcing his earlier social-media claim that an agreement has been “largely negotiated.” Beneath the rhetoric sits something more concrete: U.S. and Iranian negotiators have reportedly reached a tentative 60-day memorandum of understanding to extend the ceasefire and keep talking on the nuclear file — but it remains unsigned, pending Trump’s final approval, with no determination delivered as of this weekend. For a silver position, the read-through runs less through the metal’s safe-haven function and more through the oil-inflation-rates channel. That is the lesson of this conflict. Since hostilities began on February 28, silver fell roughly 20% at its worst — not because geopolitical risk was low, but because surging oil prices revived inflation fears, pushed the Fed from cuts toward holds and even hikes, and lifted the dollar. A non-yielding asset struggles in exactly that environment. The April ceasefire headlines flipped the logic: oil dropped below $100, the dollar softened, rate-cut expectations returned, and silver snapped back near $77 intraday before fading on the truce’s fragility. We are now watching the same mechanism rhyme. Trump has explicitly framed a deal around reopening the Strait of Hormuz and predicted oil “dropping like a rock,” while equities printed records and crude eased on deal optimism. If the MOU is signed and Hormuz traffic normalizes, the disinflationary impulse is the dominant force, and that is structurally supportive for silver via a friendlier Fed path. The catch is durability. Iran’s Fars outlet disputes that passage will be “free” as before the war, fresh U.S. strikes hit Iranian radar and command sites over the weekend, and the deal still hinges on the hardest item — what happens to Tehran’s near-weapons-grade uranium stockpile. So the asymmetry for silver looks like this. A genuine, signed de-escalation removes the inflation overhang that has been the metal’s primary headwind and clears the runway for the underlying structural deficit thesis to reassert itself. A collapse back into open conflict reintroduces the oil-driven inflation pressure that historically capped silver during this war, even as background risk rises. The metal at ~$75/oz — up about 4% on the month and roughly 117% year-on-year, yet still well below January’s $121.67 high — is sitting on the fault line between those two outcomes. I am holding through the headline noise; the signature, not the soundbite, is the catalyst that matters. Sources: https://www.cnbc.com/2026/06/01/trump-iran-war-negotiations-oil-israel-interview.htmlhttps://www.cbsnews.com/live-updates/iran-war-us-trump-vance-ceasefire-strait-of-hormuz-deal-close/https://www.cnn.com/2026/05/23/middleeast/iran-us-progress-framework-diplomacy-intlhttps://time.com/article/2026/06/01/us-iran-trade-fresh-strikes-peace-talks-president-trump-warning/https://tradingeconomics.com/commodity/silver Are you treating a signed Iran ceasefire as a bullish trigger for silver through the rates channel, or do you see the disinflation it brings as a net headwind for the metal? This is not investment advice. It reflects my own views and positioning, and you should do your own research.
0
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
- 7 t sitten · Muokattu7 t sitten · MuokattuMistä löytyy nuo ajantasaiset kurssit?·6 t sitten
- 8 t sitten8 t sittenFund Change NAV Currency Date AuAg Silver Bullet A -0,71% 439.38 SEK 01/06/2026 AuAg Silver Bullet B -1,31% 43.65 EUR 01/06/2026
- 11 t sitten · Muokattu11 t sitten · MuokattuGold and Silver at a Crossroads — Both Testing the Floor of the Rising Trend Channel After a remarkable 2025 and a peak in January 2026, precious metals have had a sharp reality check. Gold topped out near 5,500 and silver pushed all the way towards 120 before the correction set in properly. As of 2 June, gold trades around 4,500 and silver around 76. On a one-year view silver still leads comfortably, up roughly 130 per cent against gold’s 36, but over three months silver has fallen hardest — down close to 20 per cent versus gold’s 16. That is silver’s character in a nutshell: it runs hotter than its larger sibling in both directions. The driver behind the fall is worth understanding, because it turned the whole logic on its head. Through 2025 the market priced in several Fed rate cuts, real yields fell, and gold enjoyed a clean tailwind. The war in Iran tore that tailwind away. The energy price shock from the strikes on Middle Eastern infrastructure lifted oil and inflation expectations, the Fed put cuts on hold, and the market eventually priced out the entire cutting path for 2026 — at one point even flirting with a hike before a cut. On top of that, the dollar itself took over the safe-haven role, applying extra pressure to dollar-priced metals. War, this time around, was a negative signal for precious metals, because it knocked the legs out from under the rate cuts that were the entire bull case. The technical picture is now particularly interesting, because both metals sit in the same decisive zone. Gold has come all the way back down to the floor of its rising trend channel — back to the support it originally rose from. As long as that channel floor holds, the long-term uptrend remains intact, and this looks more like a healthy pullback within a bull market than a trend reversal. Silver is attempting the same, but from a tougher starting point: the price actually broke down through the channel floor and is now fighting to climb back up into the channel it fell out of. That is the heart of the situation — gold is testing support from the inside, while silver is trying to win it back from the outside. For silver, it therefore comes down to two levels. Hold above roughly 68 and the price stays within striking distance and can work its way back. Lose 68 on decent volume and the breakdown is confirmed, opening the door to a deeper consolidation. For the technical green light to return, silver effectively has to reclaim the area around 90, where the first major resistance sits. The space from there down to current levels is something of a no-man’s-land. One indicator worth watching is the gold/silver ratio: a genuine silver-led advance is characterised by the ratio compressing — silver beating gold — not merely by an isolated bounce in the silver price. The outlook is two-sided. The structural drivers remain intact: J.P. Morgan sees silver averaging around 81 dollars in 2026 on the back of industrial demand, and Goldman Sachs holds to 5,400 dollars for gold by year-end, anchored in sustained central bank buying. At the same time, several houses warn of weakness first — Heraeus expects prices to trend lower for at least the early part of the year because the rally took prices too high too fast, and TD Securities sees silver retreating towards the mid-40s. The wildcard, as always now, is macro over technicals: rate cuts back on the table, a softer dollar and de-escalation around Hormuz are the fuel for a reclaim, whereas persistent oil pressure and a hawkish Fed are what break the floor. The next inflation print and FOMC meeting will therefore be more decisive than the trend lines themselves. The technicals confirm direction — macro determines it. What’s your read — does gold’s channel floor hold, and can silver reclaim its place in the channel, or do we see the 68 support give way before the summer is out? - Sources - Euronews — Gold vs oil during the Iran war: https://www.euronews.com/business/2026/05/08/gold-vs-oil-which-offers-better-protection-from-rising-prices-during-the-iran-war - J.P. Morgan Global Research — Silver prices 2026: https://www.jpmorgan.com/insights/global-research/commodities/silver-prices - IG — Commodities outlook 2026: https://www.ig.com/en/news-and-trade-ideas/commodities-market-outlook-for-2026-251212 - Kitco News — 2026 silver survey: https://www.kitco.com/news/article/2025-12-26/57-retail-investors-expect-silver-trade-above-100oz-2026-experts-see - CBS News — Gold & silver outlook for June 2026: https://www.cbsnews.com/news/what-will-happen-gold-silver-prices-june-2026-what-experts-expect/ - Investtech — automated technical analysis (Gold GC / Silver SI): https://www.investtech.com This is a personal market commentary and not investment advice. Always do your own research.8 t sitten8 t sittenOr mayby stop posting pure slop anyhere. If there is no subjective intelligence behind the tecnical analysis, its not worth anything. You can get the meters anytime from Tradingview, the real gold is the insight when they actually make sense.
- 23 t sitten23 t sittenTrump Pulls One Thread of a Tangled Knot – What the Middle East Means for Silver On Monday evening, Donald Trump announced on Truth Social that Israel and Hezbollah had agreed to halt attacks following discussions involving Washington and Jerusalem. Trump stated that US representatives had secured Hezbollah’s agreement to stop firing, provided Israel refrained from further strikes. However, neither Israel nor Hezbollah has publicly confirmed such an arrangement, and Israeli media reports suggest the planned strikes on Beirut were postponed at Washington’s request rather than cancelled outright – which may indicate that the threat of bombing was itself the leverage used to bring Hezbollah to the table. For investors, the key question is not whether a single ceasefire headline holds for a few days. It is whether the broader geopolitical structure has actually changed. My view is that many market participants still analyse Lebanon, Iran, Israel and the United States as separate developments when they are, in reality, threads of the same knot. Hezbollah remains Iran’s most important regional proxy and is unlikely to lay down its arms without Tehran at least tolerating it, just as Iran has consistently framed Israeli strikes in Lebanon as violations of its own understanding with Washington. What Trump is attempting, in effect, is to pull a single thread – Hezbollah – out of a knot in which Iran continues to tighten the others. This is why the seemingly contradictory headlines matter. Reports of Hezbollah reducing hostilities have emerged at the same time that Iran has reportedly hardened its rhetoric toward Washington and signalled reduced willingness to negotiate. I would caution against reading these as two opposing stories. They may instead be the same interconnected system being worked from several angles at once – tactical positioning rather than genuine resolution. And as long as the knot itself holds, the geopolitical risk premium embedded in investor positioning is likely to hold with it. Markets often react quickly to de-escalation headlines, but that premium rarely unwinds until the underlying strategic tensions are resolved together, not thread by thread. At the same time, geopolitics is only one part of the silver story. The longer-term backdrop continues to be shaped by structural supply deficits, growing industrial demand driven by electrification and solar deployment, persistent inflation pressures, and a Federal Reserve that, according to current market expectations, may keep policy restrictive for longer than previously anticipated. Silver is currently trading around $76 per ounce, still more than 100% above the start of the year but well below the nominal peak of $121.67 reached on 29 January. Geopolitical developments can drive short-term volatility and sentiment, but longer-term direction will ultimately depend on the balance between physical supply, industrial demand, monetary policy and investor flows. My conclusion is straightforward: one phone call does not untie a geopolitical knot that has been tightening for years. A broad, verified de-escalation involving all major actors at once could remove part of the risk premium currently supporting precious metals. Until that happens, investors should be careful about treating a single headline as a lasting shift in the underlying landscape. Geopolitics drives volatility and timing. Fundamentals determine direction. Do you view Lebanon, Iran, Israel and the United States as one interconnected risk picture for silver, or do you believe the market can separate the individual threads? Sources: • https://www.aftenposten.no/verden/i/6qBJxr/trump-israel-og-hizbollah-stanser-angrepene • https://www.timesofisrael.com/liveblog-june-01-2026/ • https://fortune.com/article/current-price-of-silver-6-1-2026/ • https://www.apmex.com/silver-price This is not investment advice. The content reflects my own assessments, and investors should conduct their own research before making investment decisions.22 t sitten · Muokattu22 t sitten · MuokattuIran Talks Drag On — Trump Says “Rapid Pace,” Iran Says Otherwise. What It Means for Silver. President Trump told CNBC today that negotiations with Iran are “continuing, at a rapid pace,” reinforcing his earlier social-media claim that an agreement has been “largely negotiated.” Beneath the rhetoric sits something more concrete: U.S. and Iranian negotiators have reportedly reached a tentative 60-day memorandum of understanding to extend the ceasefire and keep talking on the nuclear file — but it remains unsigned, pending Trump’s final approval, with no determination delivered as of this weekend. For a silver position, the read-through runs less through the metal’s safe-haven function and more through the oil-inflation-rates channel. That is the lesson of this conflict. Since hostilities began on February 28, silver fell roughly 20% at its worst — not because geopolitical risk was low, but because surging oil prices revived inflation fears, pushed the Fed from cuts toward holds and even hikes, and lifted the dollar. A non-yielding asset struggles in exactly that environment. The April ceasefire headlines flipped the logic: oil dropped below $100, the dollar softened, rate-cut expectations returned, and silver snapped back near $77 intraday before fading on the truce’s fragility. We are now watching the same mechanism rhyme. Trump has explicitly framed a deal around reopening the Strait of Hormuz and predicted oil “dropping like a rock,” while equities printed records and crude eased on deal optimism. If the MOU is signed and Hormuz traffic normalizes, the disinflationary impulse is the dominant force, and that is structurally supportive for silver via a friendlier Fed path. The catch is durability. Iran’s Fars outlet disputes that passage will be “free” as before the war, fresh U.S. strikes hit Iranian radar and command sites over the weekend, and the deal still hinges on the hardest item — what happens to Tehran’s near-weapons-grade uranium stockpile. So the asymmetry for silver looks like this. A genuine, signed de-escalation removes the inflation overhang that has been the metal’s primary headwind and clears the runway for the underlying structural deficit thesis to reassert itself. A collapse back into open conflict reintroduces the oil-driven inflation pressure that historically capped silver during this war, even as background risk rises. The metal at ~$75/oz — up about 4% on the month and roughly 117% year-on-year, yet still well below January’s $121.67 high — is sitting on the fault line between those two outcomes. I am holding through the headline noise; the signature, not the soundbite, is the catalyst that matters. Sources: https://www.cnbc.com/2026/06/01/trump-iran-war-negotiations-oil-israel-interview.htmlhttps://www.cbsnews.com/live-updates/iran-war-us-trump-vance-ceasefire-strait-of-hormuz-deal-close/https://www.cnn.com/2026/05/23/middleeast/iran-us-progress-framework-diplomacy-intlhttps://time.com/article/2026/06/01/us-iran-trade-fresh-strikes-peace-talks-president-trump-warning/https://tradingeconomics.com/commodity/silver Are you treating a signed Iran ceasefire as a bullish trigger for silver through the rates channel, or do you see the disinflation it brings as a net headwind for the metal? This is not investment advice. It reflects my own views and positioning, and you should do your own research.
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