The Canadian Investor Silver Goes Parabolic, ASML Confirms the AI Boom, and UnitedHealth Gets Crushed
Jan 29, 2026
They cover silver’s parabolic rally and practical tips for selling physical metal. They unpack ASML’s AI-driven demand and the company’s long-term bookings. They discuss defense contractors’ tailwinds and political risks around reinvestment or profit limits. They explain how proposed Medicare Advantage caps pummeled a major healthcare insurer and why headline risk can overwhelm fundamentals.
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Silver's Parabolic Run Explained
- Silver surged parabolically, up ~275% over the last year and hitting around $115–$117/oz.
- The move combines structural supply issues with intense speculative trading and retail FOMO.
Trim Winners During Parabolic Moves
- Trim positions to lock in gains when a volatile run peaks, even if you remain bullish long term.
- Simon sold ~25% of his silver ETFs and physical to take profits and reduce risk exposure.
Mall Gold Shop Lines Reflect Retail FOMO
- Simon visited a local mall where a gold shop had long lineups and heavy retail interest in precious metals.
- He observed increased foot traffic and retail curiosity during the silver/gold run.