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Archived Commentary

Gold hit its all-time high near USD5,519/oz in January 2026, dropped to around USD3,942 in June, and today trades at USD4,600/oz. Can it go higher by year-end?


Here is what matters:


Oil sets the tone for rates — If oil stays high and no one backs down, inflation stays sticky and interest rates will stay higher. Even if oil cools, gold won’t drop much. All the fast speculative money has left the market — now it’s mostly real buyers stepping in.


Debt makes bonds riskier — The U.S. alone owes USD36 trillion, paying over USD1 trillion a year just in interest. Governments and corporations are borrowing more than ever, issuing trillions in new bonds. When there’s too much debt, bonds become riskier — they can’t keep paying forever. That’s why everyone — central banks, governments, big companies, and wealthy individuals — is buying gold. It has no counterparty risk, no one defaults on it, and no one can print more of it.


Other factors still count — Interest rates, USD strength, and people selling to raise cash can push gold down short-term. But if stocks don’t crash and oil stabilises, gold can move higher.


The Bottom Line

The speculative heat is gone. Real buyers from all sides are holding the price up. Day-to-day oil and rates will cause ups and downs, but with debts piling up everywhere, gold is the safest place to be. Expect it to hold steady and likely go higher before 2027.


Stay focused on the long view.


— LadyS Bullion

22 Aug 2026


Disclaimer: For informational purposes only. Not financial advice.


Gold recorded one of its strongest weeks this year, rising about 7% and moving back above USD4,300.


Interestingly, gold had already started rising before the latest U.S. jobs report (NFP) was announced.


NFP, or Non-Farm Payrolls, is an important monthly report showing whether the U.S. job market is getting stronger or weaker. A weaker job market may encourage the U.S. Federal Reserve to lower interest rates, which is generally positive for gold.


So, the NFP did not start this rally. Instead, the weaker report gave the rally another push.


But can gold continue rising until year-end?


Three things to watch:


1. U.S. Economic Data

If more data shows the U.S. economy slowing, expectations for lower interest rates may increase.


2. The U.S. Dollar

A weaker U.S. dollar generally supports gold. A stronger dollar could put some pressure on prices.


3. Can Gold Hold Its Gains?

After such a sharp rise, some investors may take profit. A short-term correction is normal. More importantly, will buyers return when prices come down?


The Bottom Line


Gold was already moving higher before NFP, while the weaker jobs report added further support.

The next question is not how fast gold has risen, but whether it can hold these higher levels and continue towards year-end.


— LadyS Bullion

9 Aug 2026


Disclaimer: For informational purposes only. Not financial advice.


Many people expected gold prices to rise after the US Federal Reserve decided to keep interest rates unchanged. Instead, gold has been trading within a narrow range, leaving investors wondering if the bull market is over.


The answer is: not yet.


Although the Fed paused interest rates, it has also signalled that it is not in a hurry to cut rates. As a result, the US dollar and Treasury yields have remained relatively strong, limiting gold’s short-term gains.


However, the bigger picture remains the same.


Central banks around the world continue to hold and buy gold as part of their reserves. At the same time, concerns over inflation, rising government debt and ongoing geopolitical tensions continue to support long-term demand for safe-haven assets like gold.


It is also important to remember that gold does not move up all the time. After a strong rally, it is normal for prices to pause or move sideways before the next upward move.


The Bottom Line


Short-term gold prices are influenced by market expectations and investor sentiment. But over the long term, gold’s value is supported by strong fundamentals. While the market may seem quiet today, the reasons for owning physical gold remain as strong as ever.


Stay focused on the long term.


— LadyS Bullion

1 Aug 2026


Disclaimer: For informational purposes only. Not financial advice.


Hong Kong officially commenced trial operations of its new Gold Central Clearing and Settlement System on 7 July 2026. The goal is to strengthen the physical gold market by making physical gold trading and settlement more efficient.


Many investors expected this news to push gold prices higher. Instead, gold prices have continued to fall.


So, what happened?


The market is currently paying more attention to short-term economic news. A stronger US dollar, higher bond yields and profit-taking after gold’s recent rally have all put pressure on gold prices.


Another reason is paper gold. Paper gold allows investors to buy and sell gold without taking physical delivery. When large amounts of paper gold are sold, prices can fall quickly, even if demand for physical gold bars and coins remains strong.


Hong Kong’s new system aims to encourage more trading to be linked to physical gold over time. As more trades involve actual gold delivery, physical supply and demand may play a bigger role in influencing gold prices instead of paper trading alone.


The Bottom Line


Today’s gold price is still driven mainly by short-term market sentiment and paper gold trading. However, Hong Kong’s new system is an important step towards strengthening the physical gold market and could provide better long-term support for gold prices.


Stay focused on the long term.


— LadyS Bullion

14 July 2026


Disclaimer: For informational purposes only. Not financial advice.


Silver dropped below USD 58 again today. The headlines are screaming "SELL." They're wrong.

The trigger was the US jobs data—strong numbers, no rate cuts, dollar up. Silver got hammered. Classic knee-jerk reaction. The algos sold. The retail crowd panicked.


But while everyone else is running for the exits, a very different group is quietly loading up.

Here's what the mainstream misses entirely:


Manufacturing doesn't happen overnight. From sales order to raw material sourcing to production to delivery takes 2 to 3 months minimum.


Think about it. A solar panel factory in China doesn't just decide to build panels tomorrow. They bid on contracts. They secure supply chains. They schedule production lines.


Right now, those factories are looking at silver at USD 58 and locking in prices for delivery in September and October. Why? Because by the time their panels roll off the line, silver will have rebounded. They're buying the dip because they have to.


This isn't speculation. This is real demand, real contracts, real delivery schedules.


The 3-month lag effect:

  • Now: Silver dips. Manufacturers place orders. Supply gets pulled off the market.
  • 2 months: Orders hit production lines. Solar, EVs, electronics—all assembled with silver bought at today's price.
  • 3 months: Finished goods hit the market. The "new supply" everyone panicked about? It's already spoken for.


Meanwhile, China's factories are still humming. June's Manufacturing PMI hit 50.3%—back in expansion. High-tech manufacturing? 53.5%. AI, chips, solar, EVs—all firing.


The Bottom Line


Silver at USD 58 is a gift. Not because of vague hope—but because real industrial buyers are locking in these prices right now for deliveries 2-3 months out.


When that physical demand hits the market, the knee-jerk panic will look like a distant memory. This is a correction, not a collapse.


Stay focused on the long view.


— LadyS Bullion
10 July 2026


Disclaimer: For informational purposes only. Not financial advice.


Gold just fell below USD4000 an ounce. Silver dropped under USD60. If you hold physical metal, this stings. But here's what's really going on — and why you shouldn't panic.


The Trigger


US jobs data came in much stronger than expected. The economy is doing well. That means the Federal Reserve won't cut interest rates anytime soon. In fact, markets now think there's a good chance they'll raise rates later this year. When rates stay high, investors dump gold and silver for bonds and cash that pay interest. Simple as that.


The Dollar Factor


A strong US economy pushes the dollar higher. Since gold and silver are priced in dollars, a stronger dollar makes them more expensive for buyers in Singapore and across Asia. When prices go up, fewer people buy.


Silver Got Hit Harder


Silver dropped more than gold because it's not just a store of value — it's an industrial metal used in solar panels, EVs, and electronics. Rate hikes and economic uncertainty hurt industrial demand, so silver gets squeezed from both sides.


The Tech Sell-Off Made It Worse


The "Magnificent 7" tech stocks all fell over the past two weeks. Tesla dropped the most (-5.1%), followed by Meta (-4.6%) and Nvidia (-4.2%). Alphabet fell 3.7%, Amazon 2.9%, Apple 2.7%, and Microsoft 2.5%.


Here's the link: some investors sold their profitable gold and silver holdings to cover losses from their tech stocks or to raise cash for margin calls. So gold and silver got caught in the crossfire.


The Bottom Line


The Fed can't keep rates high forever — the US government can't afford it. When rates eventually come down, gold and silver will bounce back. This is a correction, not the end.


Stay focused on the long view.


— LadyS Bullion

25 June 2026


Disclaimer: For informational purposes only. Not financial advice.


Two major events collided this week. On 17 June, the US and Iran signed a preliminary agreement to reopen the Strait of Hormuz. On the same day, the US Federal Reserve (Fed)—America's equivalent of the Monetary Authority of Singapore (MAS)—concluded its two‑day meeting.


The markets reacted instantly.


Oil Plunges

Brent crude fell nearly 4% to around $84 a barrel. The Strait of Hormuz is set to reopen on 19 June, allowing a "wave of supply" to return.


But caution is warranted. This is an interim agreement, not a final deal. The most difficult negotiations have been deferred for 60 days. Restoring oil flows will take weeks. And Israel is not a party to the deal—officials have already signaled they will act independently.


Gold Surges

Gold jumped over 2.7% to above $4,330 an ounce. Silver rallied over 3%.


Why the rally? Two reasons. First, lower oil prices ease inflation fears, reducing pressure on the Fed to keep rates high. Second, the US dollar fell to a 10‑day low, making gold cheaper for international buyers.


The Fed Factor

As we highlighted on 7 June, the Fed meeting was the next big catalyst. The outcome? The Fed held rates steady but signaled cuts are coming later this year. This is exactly what gold needed. Lower rates ahead make non‑yielding gold more attractive.


The Bottom Line

This week proved two things. Geopolitical risk can reverse quickly. And the Fed remains the ultimate driver of gold's direction.


Both developments support the long‑term case. Oil may be volatile, but gold's structural drivers—central bank buying, Asian demand, a weakening dollar—remain intact.


At LadyS, our mission is simple: help you protect your wealth with real, tangible assets. Stay focused on the long view.


— LadyS Bullion
17 June 2026


Disclaimer: For informational purposes only. Not financial advice.


Gold prices have dropped sharply in recent days, all triggered by one key set of numbers: the US Non‑Farm Payroll (NFP) report released on 4 June 2026.


Think of NFP as a monthly report card for America’s economy. It tells us exactly how many new jobs were created and whether businesses are still hiring. This month’s result came in much stronger than everyone expected — more people are employed, and companies are still expanding their teams. In simple words: the US economy is doing very well, better than many predicted.


This changes everything for gold. When the economy is strong, the US Federal Reserve — America’s central bank, similar to Singapore’s MAS — has no urgent reason to cut interest rates. The market now believes rates will stay high for longer.


Here is the key point to understand: Unlike bank deposits or bonds that pay you regular interest, gold does not generate any interest income just by holding it. However, gold does something those assets cannot guarantee: it holds its value over time, and in the long run, it consistently appreciates and grows in worth.


Right now, because interest rates are high, investors prefer assets that give them regular returns. So they sell gold temporarily and switch into US dollars or bonds instead.


On top of that, good economic news makes the US dollar stronger. Since gold is priced globally in US dollars, a stronger dollar makes it more expensive for buyers here in Singapore and across Asia. When prices go up, fewer people buy, and that pushes the market price down.


This drop is only a short‑term reaction. It does not mean gold has lost its value or purpose. It remains the best way to protect your wealth, preserve purchasing power, and grow your savings over years and decades.


The next big event to watch is the Federal Reserve meeting on 16 – 17 June 2026. If they give any hint that interest rates will come down later this year, gold prices will likely bounce back quickly and continue its long‑term rise.


At LadyS, our mission is simple: help you protect your wealth with real, tangible assets.


— LadyS Bullion

07 June 2026


Disclaimer: For informational purposes only. Not financial advice.


Since 2006, gold is up from 600 to 4,500 US dollars. Silver is up from 10 to 80. Copper is up from 6,000 to 10,000 per tonne. Oil is up from 65 to 90.


But the reasons are completely different.


Gold

Gold is not up because of a weak dollar. The real reason is central banks. Countries are buying gold to reduce reliance on the US dollar. China has been buying for 18 consecutive months. Poland, the Czech Republic, and others have also been adding. This steady buying creates a floor under gold prices.


Silver

Silver is up because of industry. Solar panels need silver. EVs need silver. AI data centres need silver. For six straight years, the world has consumed more silver than miners can produce. The total deficit is over 760 million ounces. Supply cannot keep up.


Copper

Copper mirrors silver. Solar, EVs, and data centres all need copper. But copper has an extra problem. Mining disruptions in Peru and Chile have constrained supply. Less copper reaches the market. Prices go up.


Oil

Oil is the odd one out. It has only gone up modestly. That is because a weaker dollar makes oil cheaper for importers, creating a natural ceiling. But the Middle East war has slashed supply. The market flipped from a glut to a deficit. That is why oil is near 90 dollars today.


The Bottom Line

Gold is a monetary hedge. Silver is an industrial squeeze. Copper is a tech metal. Oil is a chaotic trade hostage to war.


At LadyS, our mission is simple: help you protect your wealth with real, tangible assets.

— LadyS Bullion

30 May 2026


Disclaimer: For informational purposes only. Not financial advice.


Since 2006, gold is up from 600 to 4,500 US dollars. Silver is up from 10 to 80. Copper is up from 6,000 to 10,000 per tonne. Oil is up from 65 to 90.


But the reasons are completely different.


Gold

Gold is not up because of a weak dollar. The real reason is central banks. Countries are buying gold to reduce reliance on the US dollar. China has been buying for 18 consecutive months. Poland, the Czech Republic, and others have also been adding. This steady buying creates a floor under gold prices.


Silver

Silver is up because of industry. Solar panels need silver. EVs need silver. AI data centres need silver. For six straight years, the world has consumed more silver than miners can produce. The total deficit is over 760 million ounces. Supply cannot keep up.


Copper

Copper mirrors silver. Solar, EVs, and data centres all need copper. But copper has an extra problem. Mining disruptions in Peru and Chile have constrained supply. Less copper reaches the market. Prices go up.


Oil

Oil is the odd one out. It has only gone up modestly. That is because a weaker dollar makes oil cheaper for importers, creating a natural ceiling. But the Middle East war has slashed supply. The market flipped from a glut to a deficit. That is why oil is near 90 dollars today.


The Bottom Line

Gold is a monetary hedge. Silver is an industrial squeeze. Copper is a tech metal. Oil is a chaotic trade hostage to war.


At LadyS, our mission is simple: help you protect your wealth with real, tangible assets.

— LadyS Bullion

30 May 2026


Disclaimer: For informational purposes only. Not financial advice.


Since our last article on 21 April 2026, a lot has happened. The Strait of Hormuz remains nearly closed. Oil prices are still high. The Singapore dollar has strengthened. And gold has been moving sideways, confusing many people.


But here is the thing. The short-term noise — businesses selling gold to pay for expensive oil, investors chasing the oil rally — that was temporary. The long-term story has never been clearer.


So let us cut through the confusion. Here are 5 key pointers that will drive gold price up. No complicated jargon. Just simple truths.


1. The US Dollar Is Weakening

Gold is priced in US dollars. When the dollar weakens, your Singapore dollar buys more gold. That is simple math.


Right now, the United States is stuck in a difficult situation with Iran. Gulf countries are starting to lose trust in America. They might stop selling oil in US dollars. If that happens, demand for the dollar drops. A weaker dollar means higher gold prices. Directly. Immediately.


2. Central Banks Are Buying Gold

This is not a rumour. It is public fact.


In the first three months of 2026 alone, China bought 1.87 million troy ounces of gold — that is roughly 9 billion US dollars. Poland added over 20 tonnes, Uzbekistan added 16.5 tonnes, Kazakhstan added 6.5 tonnes, and Malaysia added 5 tonnes. The Czech Republic, Cambodia, Indonesia, and Serbia have also been buying.


Why? Because they want to reduce their reliance on the US dollar. They see gold as real, safe money that no government can print away. This steady buying creates a solid floor under gold prices.


3. Interest Rates Will Eventually Go Down

Gold does not pay interest. When bank rates are high, people prefer to keep cash in savings accounts.


But here is the problem. The US government owes more than 36 trillion US dollars in total debt. With higher interest rates, the government needs to pay over 1 trillion US dollars every single year just to service that debt. That is money that could have gone to roads, schools, hospitals — instead, it goes to bondholders (the people and institutions who lent money to the US government).


The US Federal Reserve (similar to MAS in Singapore) cannot keep rates high forever. Eventually, they have to lower rates to keep the government from drowning in interest payments.


When rates come down, holding gold becomes more attractive. History shows gold tends to rise when rates fall.


4. The World Is Uncertain

Look around. The Middle East is on fire — the US and Israel are at war with Iran. The Strait of Hormuz is blockaded. Ukraine is still fighting Russia. Israel is striking targets across Gaza, Lebanon, Syria, Yemen, and even Qatar. US-China tensions are not going away. Nobody knows what happens next.


When people feel uncertain, they buy gold. Not because they want to get rich overnight. Because they want to protect what they already have.


Gold is insurance. And right now, insurance feels necessary.


5. People In Asia Keep Buying Physical Gold

Walk into any gold shop in Singapore, China, or India. You will see queues. Real people buying real gold.


In Asia, gold is not just an investment. It is savings. It is wealth you can hold in your hand. It is something you pass down to your children.


This kind of buying does not stop. It just keeps going. And that consistent demand pushes prices up over time.


The Bottom Line

None of this will happen overnight. But the direction is clear.


The dollar is weakening. Central banks are buying. Interest rates will fall because the government cannot afford to pay over 1 trillion US dollars a year forever. The world is uncertain. And Asian demand never stops.


That is five powerful forces all pointing the same way. Gold will go up.


At LadyS, our mission is simple: help you protect your wealth with real, tangible assets. Understanding these drivers is the first step.


— LadyS Bullion

11 May 2026


Disclaimer: For informational purposes only. Not financial advice.


Last week, on 14 April 2026, the Monetary Authority of Singapore said it would allow the Singdollar to strengthen faster. Here is the simple truth: a stronger Singdollar makes gold cheaper for you.


Why MAS is doing this

Singapore manages inflation through the exchange rate. The Middle East war has sent oil prices soaring. The Strait of Hormuz is nearly closed. Imported inflation is coming. So on 14 April, MAS announced it would "increase slightly" the rate of appreciation of the policy band.


Cost of living goes up. But imports get cheaper.

Oil drives inflation — food, transport, electricity, everything gets more expensive. That is the bad news. But a stronger Singdollar makes all imports cheaper, including gold.

Think about it this way: the same reason Singaporeans are driving to Johor Bahru to buy groceries at lower prices in ringgit applies to gold too. When SGD strengthens against MYR, your money buys more there. When SGD strengthens against USD, your money buys more gold.


Gold is priced in US dollars. Here is the math.

Gold is quoted in USD per ounce. When you buy with Singapore dollars, the USD/SGD rate determines what you pay.


If USD/SGD is 1.30, one ounce of gold at US$2,000 costs you SGD 2,600.


If the Singdollar strengthens to 1.25, the same ounce of gold costs only SGD 2,500.


That is SGD 100 less per ounce. Only the currency changed.


Why this matters now

As we covered in our previous article, when the war escalated, gold dropped because businesses sold metal to pay for expensive oil. That was short-term.

Now, MAS is pushing the Singdollar higher. Even if the USD gold price stays flat, a stronger SGD makes physical metal more affordable. And when the dust settles, hard assets tend to come back stronger.


At LadyS, our mission is simple: help you protect your wealth with real, tangible assets. Understanding this mechanism is the first step.


— LadyS Bullion

21 April 2026


Disclaimer: For informational purposes only. Not financial advice.


In our first article, we explained why gold and silver dropped despite the Iran-USA war. The short answer: businesses sold precious metals to pay for suddenly expensive oil, and investors chased the oil rally.


But that was the short-term story. Now let's talk about what happens next.

Because here's the thing about silver. Unlike gold, silver is not just a store of value. It is also an industrial workhorse. And those industrial needs are not going away—even if the war continues, even if oil stays high, even if manufacturing gets more expensive. So while silver may have dropped with gold, its rebound story is completely different.


Solar farming is accelerating, not slowing. The war has led to the near-complete closure of the Strait of Hormuz. Oil prices have soared. And that shortage is speeding up people's desire to switch to alternative energy sources. Suddenly, solar panels look like a way to escape dependence on volatile oil markets. Every solar panel needs silver for electrical conductivity. Even as manufacturers use less silver per panel, global solar capacity is forecast at 665 GW in 2026—so total silver demand remains historically high. As governments and households race to install solar power, demand for silver is set to rise sharply.


Electric vehicles: the shift is real. Since the war began, more people are converting from petrol cars to EVs. Global EV production is forecast at 14-15 million units in 2026, adding an estimated 70-75 million ounces of silver demand. In the UK, Autotrader saw a 28% jump in new EV inquiries. In India, EV registrations jumped 43.5% in March alone. Australia saw one in four drivers now considering an EV—up from just 7% before the crisis. The old internal combustion engine system is facing a rapid collapse as drivers realize EVs are roughly 10 times cheaper to run. But demand is outpacing supply. In India, one EV fleet operator reported a backlog of 200-250 vehicles within weeks. Some EV makers have seen delivery timelines extend as orders doubled.


Data centres run on silver. AI training servers require about 3.5 times more silver-coated components than traditional cloud hardware. Hyperscaler data-centre spending is forecast at $1.2 trillion by 2029. Those servers do not work without electronics, and electronics do not work without silver. Data centres are not going away. Neither is silver's role in them.


Medical technology also depends on silver. The medical antibacterial coating market is growing at over 10% annually, reaching $6.86 billion in 2026. Hospitals use silver-based coatings in wound dressings, catheters, and implantable devices. Healthcare is not going away, regardless of what happens with oil prices.


Weapons and drones are changing too. NATO members are pledging to ramp defense spending to 5% of GDP by 2035. The EU's "Readiness 2030" prioritizes drones, missiles, and air defence—all requiring electronics, and electronics require silver. Cheap drones can now take down expensive equipment. Military budgets will focus more on drones and anti-drone systems.


So why did silver drop again? You might remember from our first article: businesses sold silver to pay for expensive oil. Investors sold silver to chase the oil rally. That was a liquidity move. A short-term panic. Not a rejection of silver's long-term value.

What about the Federal Reserve? If the war pushes inflation higher, the Fed may be forced to raise interest rates again. That could cause more short-term pain. But once the dust settles, hard assets like silver tend to come back stronger. The Fed cannot raise rates forever.


If you're thinking about where to put your money, consider physical silver and silver mining stocks. Silver has two advantages over gold: it is a store of value, plus industrial demand. Also consider solar farm operators and suppliers, and defense contractors focused on drone technology.


The bottom line: silver prices fell because businesses sold holdings to pay for expensive oil. That was a short-term move. The long-term story remains intact. Solar, EVs, data centres, medical, and defense all require silver. Industrial demand will continue even if manufacturing costs rise. None of this will happen overnight. But the direction is clear.


At LadyS, our mission is simple: help you protect your wealth and fuel your future with real, tangible assets. In times like this, understanding what's really going on is the first step to staying ahead.


— LadyS Bullion
13 April 2026


Disclaimer: For informational purposes only. Not financial advice.


The United States is stuck in a no-win situation with Iran. If it stays and fights, it burns through cash—shooting down cheap drones with million-dollar missiles. If it pulls out, its Gulf allies—Saudi Arabia, the UAE, and others—start to doubt whether America will still protect them. Either way, it's a lose-lose.


This matters more than most people realize. For years, those Gulf countries sold oil in US dollars and used the profits to buy American government bonds. That helped keep US borrowing costs low. But if they lose trust in America, they might start accepting Chinese yuan for oil instead. That would mean fewer buyers for US bonds, pushing interest rates higher and making life more expensive for everyone. Meanwhile, China would benefit from a stronger role for its currency in global trade.


Now, you might wonder: "If there's a crisis, why did gold and silver drop?" Good question. Businesses are selling gold and silver to pay for suddenly expensive oil. Investors are also selling precious metals to jump into the oil market and chase the price surge. So it's not that gold and silver are out of favor—they're just being sold to cover costs and chase short-term gains.


But here's what's really happening. The war has led to the near-complete closure of the Strait of Hormuz, a narrow passage where a significant portion of the world's oil passes through. This disruption has created a severe oil shortage, sending energy prices soaring. And that shortage is doing something unexpected—it's speeding up people's desire to switch to alternative energy sources. Suddenly, solar panels don't just look good for the environment; they look like a way to escape dependence on volatile oil markets.


This is where silver comes in. Solar panels depend on silver for electrical conductivity. Every panel needs a meaningful amount of it. As governments, businesses, and households race to install solar power, industrial demand for silver is set to rise sharply. So while gold may be sold off in the short term to cover oil costs, silver has a powerful long-term story: a traditional store of value, plus growing industrial demand that could push prices higher for years to come.


War itself is changing. You no longer need a fancy jet. Cheap drones can now take down expensive equipment. Going forward, military budgets will focus more on drones and anti-drone systems.


If you're thinking about where to put your money, consider:


Currency & Bonds

  • Chinese yuan or yuan-denominated bonds

Precious Metals

  • Physical gold and silver
  • Gold and silver mining stocks

Energy

  • US natural gas producers
  • Solar farm operators and suppliers

Logistics & Defense

  • Shipping company stocks
  • Defense contractor stocks (drone technology)


One more thing to watch: the US Federal Reserve. If the war pushes inflation higher, the Fed may be forced to raise interest rates again. That could cause more short-term pain for stocks and even gold. But once the dust settles, hard assets like gold and silver tend to come back stronger.


None of this will happen overnight. But the direction is clear.


At LadyS, our mission is simple: help you protect your wealth and fuel your future with real, tangible assets. In times like this, understanding what's really going on is the first step to staying ahead.


— LadyS Bullion
29 Mar 2026


Disclaimer: For informational purposes only. Not financial advice.


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