HomeIndustriesIndustrialsDow Outperforms as Investors Shift to Value Stocks Amid Gold & Silver Rally

Dow Outperforms as Investors Shift to Value Stocks Amid Gold & Silver Rally

The Dow is outperforming the S&P 500 and Nasdaq, according to Tim Anderson. He notes a rotation out of high-flying tech stocks and into industrials, healthcare, and financials, with many non-tech S&P 500 names hitting 52-week highs. Tim discusses the recent rally in gold and silver, attributing their rebound to shifting geopolitical fears and Federal Reserve interest rate policy, highlighting silver's significant underperformance against gold over the past decade. Finally, Tim addresses the potential impact of a U.S. government shutdown on the release of October jobs and inflation data.

Market On Close

12 Nov 2025

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