Silver is the New Gold

By Murray Dawes, Friday, 05 September 2025

Was the 160 point fall in the ASX 200 the hint you need to sell up and bank profits from the last year? Murray and Callum answer that question and consider the effect the worldwide bond market selloff could have on stocks going forward. Many sectors are firing with silver and platinum starting to outpace golds moves and likely to head higher.

The ASX 200 was hammered over 160 points on Wednesday.

Is it the hint investors needed to take some profits after a great run?

In today’s Closing Bell Murray and Callum consider the upcoming seasonal weakness in September and October and worldwide bond selloff while trying to unravel the next moves in the markets.

Gold and silver are flying, and platinum is coming along for the ride. Murray points out that silver is now trending strongly and could head in a straight line to US$45-50.

They also look at the impressive strength in iron ore recently and the return of the Aussie consumer. Recent GDP figures and discretionary retail results show that people are finally opening up their wallets again.

They finish off today’s session checking out the charts of a fund manager and finance firm to keep your eyes on.

If you enjoy the show be sure to give us a ‘like’ on the YouTube version and leave a comment or ask us to chart a stock for you.

Regards,

Murray Dawes,
Retirement Trader and International Stock Trader

All advice is general advice and has not taken into account your personal circumstances.

Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

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Murray Dawes is our resident expert trader and portfolio manager. He is a former Sydney Futures Exchange floor trader who went on to design custom trading systems and strategies for ultra-wealthy clients (including one of Australia’s richest families). Today, his mission is to help ordinary Aussie investors make profitable investments, while expertly managing risk.

He uses his proprietary system for his more conversative and longer-term-focused service Retirement Trader…and then applies the same system to the ultra-speculative end of the Australian market in Fat Tail Microcaps (this service is strictly limited and via invitation only).

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.