The Great Monetary Reversal: Why the Gold and Silver Super-Cycle Is Just Getting Started

by | Aug 8, 2025 | Articles, Silver

Something big is happening in the markets—something we haven’t seen in decades. And if you’re paying attention, it could lead you to some of the biggest gains of the next five years.

It started with a whimper, not a bang: a string of downward revisions to the jobs numbers…

Last week’s employment report showed fewer new jobs than expected—and more importantly, it quietly revised previous months downward. That’s not just noise.

That’s a flashing red signal that job growth has been slowing for a while now.

At the same time, cracks are forming inside the Federal Reserve itself…

For the first time since the early 1990s, two voting members of the FOMC broke ranks and voted in favor of cutting interest rates. That’s historic.

And it tells us that the long-awaited pivot may finally be here.

The Fed’s Dilemma: Cut and Inflate, or Hold and Break?

The Fed is essentially stuck…

Inflation is still running hotter than its 2% target, but the labor market is cooling off fast—and that means recession risk is growing.

The Fed can’t afford to break the economy by keeping rates high for too long. So what’s the likely outcome?

Cutting rates…

And that means two things happen almost immediately:

  1. The U.S. dollar gets weaker
  2. Inflation starts to rise again

Now combine a weaker dollar with sticky inflation and you’ve got the perfect environment for one thing: a precious metals breakout.

Gold and Silver Are Just Getting Warmed Up

Over the past two years, gold and silver have quietly rallied despite little investor interest, posting steady gains as the Fed held rates at their highest level in decades.

But the real fireworks begin when rates fall…

Why? Because precious metals hate high rates and love cheap money.

When real interest rates go negative—like they will when inflation picks up again while the Fed stands still—investors flee paper assets and rush into hard assets.

Gold always leads that charge. But silver? Silver soars.

In fact, silver almost always outperforms gold in bull markets. Why? Because silver is a smaller, more thinly traded market.

And when investor money flows into it, the price reacts violently. It’s like trying to fill a kiddie pool with a firehose.

Just look at past bull markets:

  • In the 1970s, gold rose roughly 2,300%—but silver gained over 3,100%.
  • In the 2008–2011 cycle, gold doubled—but silver more than quadrupled.

Now imagine what happens when billions of dollars come flooding in during a time of falling rates, sticky inflation, and geopolitical instability.

Miners > Metals. Juniors > Majors.

As powerful as metals can be, mining stocks offer even greater leverage…

Miners don’t just track the price of the metal—they multiply it. So, when gold or silver goes up 10%, a good miner might go up 30%.

And a great junior miner? That’s where 10x returns start to show up.

You see, junior miners are the wildcards.

They’re small, often under-the-radar companies sitting on massive untapped deposits.

And because their valuations are so low, even a modest bump in metal prices can cause their stocks to explode.

To help you get positioned for the next explosive leg of this rally, here are four juniors every serious precious metals investor should be watching right now:

Seabridge Gold (NYSE: SA)

This is the king of ounces-in-the-ground. Seabridge has the highest gold reserves per share of any public company in the world—and yet, it hasn’t mined a single ounce.

Why? Because Seabridge’s strategy is to prove up massive resources and wait for the market—or a major miner—to unlock that value.

Investors still reward it because the ounces are real, verified, and enormous. It’s the perfect inflation hedge: physical value, without the cost of production.

NatBridge Resources (CSE: NATB / OTC: NATBF)

Now imagine that same model, but revamped for modern financial markets. That’s exactly what NatBridge is doing as it takes the Seabridge model one step further…

Rather than just sitting on proven gold, it’s turning those verified ounces into a digital asset, backed 1:1 by gold still in the ground.

That’s a revolution in gold investing—one that combines the physical scarcity of gold with the digital efficiency of blockchain.

Investors can own a piece of the company and claim digital tokens backed by NI 43-101 gold resources. That’s leverage on top of leverage.

Avino Silver & Gold Mines (NYSE: ASM)

Avino is a seasoned silver producer with a rich history in Mexico’s silver belt.

It operates a well-established mine and continues to explore high-potential zones nearby.

But what makes Avino particularly attractive is its near-term production growth and low cost per ounce—meaning it’s positioned to reap huge profit margins if silver climbs past $40 and keeps going.

This one offers exposure to silver with real revenue today, not years from now.

Apollo Silver (TSXV: APGO / OTC: APGOF)

If you want a pure-play on silver with massive upside, Apollo is a name to know…

It controls one of the largest undeveloped silver resources in the U.S., located in the historic Calico District of Southern California.

With over 100 million ounces of silver in the ground and a strong ESG profile, Apollo is exactly the kind of company big money will chase when silver takes off.

It’s cheap, under-the-radar, and absolutely packed with potential.

The Silver Lining: Focus on Silver, Focus on Juniors

The data is lining up…

Rate cuts are coming. The dollar is losing ground. Inflation is far from dead. The economy is slowing. And the smart money is already moving into precious metals.

This is the early stage of a much bigger cycle—one that could see silver test new all-time highs and gold surpass $5,000/oz.

If history is any guide, silver will lead the way. And junior miners will turn that surge into life-changing gains.

So what should you do? Start looking beyond the bullion…

Focus on small-cap silver stocks with serious resource bases and growth potential.

Names like Apollo and Avino on the silver side—and Seabridge and NatBridge for massive gold leverage.

Because by the time the Fed officially announces its first rate cut, the smart money will already be there.

Get there first. Get there now.

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