Slack: C09VCM0PX5H/ts:1771243035.4123

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 2 Themes: 2

gold-silver-precious-metals-structural-bull

🟢 [E2105] Silver vs gold and vs S&P 500 broke out only in November and October respectively, suggesting early innings. Major relative performance breakouts are only two and a half months old with momentum nowhere near topping levels.
supporting · 2026-04-07

iran-hormuz-cascading-supply-shock

🟢 [E2140] Oliver's MSA: wheat registered major momentum breakouts last month, supporting broader commodity inflation thesis.
supporting · 2026-04-07