From the Desk of Anthony Pompliano Gold, Silver Hit ALL-TIME HIGHS! How Much Higher Can Metals Go?
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Jan 13, 2026 Metals are seeing unprecedented highs, with gold reaching a new peak. The resurgence is fueled by a mix of lost faith in fiat and rising industrial demand, particularly for copper and nickel. There's a compelling discussion on how personal inflation might diverge from official measures, challenging common perceptions. AI's rapid development also comes into play, hinting at a future where specialized models could lead to advanced capabilities. This conversation highlights the ongoing metals mania and its implications for investors.
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Official CPI Masks Significant Uncertainty
- The government's CPI understates uncertainty because 40% of inputs are estimates and manual collection risks error.
- Anthony Pompliano favors real-time alternative measures like Truflation as a closer reflection of price changes.
Measure Your Personal Inflation Rate
- Check your personal inflation rate because national averages don't reflect your spending mix or local housing trends.
- Use real-time tools and track categories you buy frequently to see the inflation you actually experience.
Metals Mania Is Driven By Industrial Demand
- Metals are in a broader mania beyond gold, with industrial metals like copper and nickel leading due to real production demand.
- Investor flows favor hard assets with industrial utility tied to reindustrialization and AI infrastructure buildout.