What’s Up w/Stocks, Cryptos, Gold & Silver? May 26th, 2026

Last week was yet another week filled with optimism and record highs for the major stock indexes – while cryptos continued their massive muti-year underperformance and gold and silver took a breather once again. The optimism around stocks continued a consistent theme... 1) Belief that the AI driven economy continues to be so powerful investors can look past perceived short-term inflation and related economic concerns and... 2) Hope for a deal to reopen the Strait of Hormuz – which is the Ground Hog Day like-scenario we found ourselves in on Friday.