Precious Metals: In Season, In Reason, And Now Even More Golden
The comments below are an edited and abridged synopsis of an article by Brandon Green
Why Early July Could Be The Sweet Spot for Precious Metals Investors
If you’ve ever found yourself trying to time the market just right, you’re not alone. Investing can feel like a never-ending game of musical chairs. But unlike stocks or speculative assets, precious metals in early July offer something different: a sense of calm, consistency, and clarity. Gold and silver have long been the financial world’s pantry staples—reliable stores of value that don’t rely on perfect timing to make sense.
A Calm Port in A Storm
Unlike many modern investments, gold and silver are not here to dazzle with short-term returns. Their purpose is clear: preserve value through time. These metals have weathered the collapse of empires, currencies, and economic theories. For Canadians looking for safety and diversification, there’s never a bad time to own precious metals.
Their strength lies in their independence. Gold and silver often move counter to equities and bonds, making them a powerful hedge against volatility. Adding them to your portfolio doesn’t require you to guess the next economic headline, it simply requires you to value resilience.
The Seasonal Edge
While you don’t need perfect timing, sometimes the market offers a little help. Historical trends show that precious metals in early July tend to dip before rallying into the fall. Long-term seasonal charts—spanning 15, 25, and even 57 years—tell a consistent story: gold tends to find a bottom in early July and then climbs steadily through August and into autumn.
Silver follows a similar pattern but with more dramatic swings. Its early July lows often precede robust late-summer gains. Taking advantage of these seasonal dips isn’t about chasing quick returns, it’s about leveraging history for a smarter entry point.
A Tier 1 Upgrade for Gold
Adding even more weight to the case for precious metals in early July, gold just received a game-changing regulatory boost. As of July 1, 2025, gold is officially classified as a Tier 1 high-quality liquid asset (HQLA) under Basel III banking rules. This change means that US banks can now count physical gold at full market value toward their core capital reserves, on par with cash and US Treasuries.
Previously, gold was treated as a Tier 3 asset, marked down by 50%. This reclassification is a major validation of gold’s role in global finance and underscores what long-term investors have long believed: gold is real money, especially in uncertain times.
This upgrade is expected to boost institutional demand, further strengthening gold’s safe-haven appeal. And when you pair that with the seasonal dip in precious metals in early July, the moment becomes even more compelling.
Aligning with the Forecasts
Analysts are already predicting a strong finish for precious metals in 2025. With continued economic and geopolitical uncertainty, the current trajectory fits well with historical seasonal trends. If past performance is any guide, July through December could deliver meaningful upside for those who choose to act now.
The Takeaway
You don’t have to obsess over timing to invest in gold or silver. Their value lies in peace of mind and long-term protection. But when seasonality, regulatory momentum, and market outlooks align—as they do with precious metals in early July—it creates a rare window of opportunity.
Even the most timeless assets have their seasons. And right now, precious metals in early July are not just ripe—they’re golden.
