Lear Capital Blog
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When Demand Outpaces Infrastructure: Short-Term Constraints, Long-Term Opportunity
In recent weeks, an unusual surge in investors selling their physical gold and silver back into the market, often referred to in the industry as "buybacks", has temporarily outpaced the physical infrastructure required to process those transactions. This is because the precious metals market operates differently from paper markets, relying on secure shipping, verification, refining, …
By Kathrynn Ward on February 12, 2026 -
Project Vault: The U.S. Move to Break China's Grip on Critical Minerals
Understanding the U.S. push to diversify supply chains-and why metals like silver may see rising demand What Is Project Vault? The U.S. government has launched a major new initiative called Project Vault, a roughly $12 billion strategic stockpile of critical minerals designed to reduce dependence on foreign supply chains, particularly China's dominance in rare earths …
By Kathrynn Ward on February 5, 2026 -
The Precious Metals Rally: Why It's Not Too Late to Buy Gold and Silver
Why the Recent Run Isn't the End - It's a Milestone in a Broader Trend Gold and silver prices have captured the market's attention with remarkable strength. Gold recently surged above $4,800 per ounce, and silver also hit above $90 per ounce. Both are driven by heightened safe-haven demand and structural market forces. These aren't …
By Kathrynn Ward on January 22, 2026 -
Two New Reasons Silver Is Gaining Attention Heading Into 2026
As investors look ahead to 2026, silver is increasingly being shaped by global forces that go beyond traditional supply-and-demand dynamics. Two developments in particular - China's evolving approach to silver exports amid broader currency shifts and market responses to recent events tied to Venezuela - are drawing attention to silver's recent run. These trends also …
By Kathrynn Ward on January 8, 2026 -
How China's Quiet Financial Moves Could Shrink the Dollar's Buying Power
Most Americans don't think about global trade settlement, currency pricing, or international banking systems, and that's understandable. For decades, the U.S. dollar handled that work behind the scenes, helping keep prices relatively stable at home. But that system is starting to change. China is making two major moves at the same time. Separately, they sound …
By Kathrynn Ward on December 18, 2025