The SWP Metals Q1 2026 quarterly update covers gold’s secular positioning, the impact of Middle East conflict dynamics on near-term price action, and what the ongoing currency debasement cycle implies for long-term holders of physical metals. We hold physical gold. This is our synthesis of where we stand — and why we’re not moving.
Analysis drawn from the SWP Metals Q1 2026 quarterly update. CI Mavericks holds active positions in the asset class discussed. This does not constitute investment advice.