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*                       FIEND'S SUPERBEAR MARKET REPORT                     *

*                               August 28, 2025                             *

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*                       e-mail: fiendbear@fiendbear.com                     *

*                    web address: http://www.fiendbear.com                  *

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Fiend Commentary

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Silver Sneaks, Gold Stares — Miners Say “Go”

Silver’s back near $39 and gold is eyeing $3,500, but the more interesting tell is miners leading bullion. When mining stocks outperform spot metal—and breadth improves down the cap scale—it usually signals a healthier, longer-term uptrend, not just a hedge bid. Equity leadership implies investors are willing to pay for future ounces (and project pipelines), not merely today’s insurance.

 

What sustains it: softer real yields, a drifting dollar, and policy/fiscal uncertainty. What can break it: a jump in real rates, a dollar squeeze, or rising input costs (diesel, labor) that compress margins—even with higher metal prices. Silver’s beta means it can overshoot both ways, but with miners out front, dips are likely to get a second look. Opinion, not advice.


 

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