Gold and silver are hitting multi-year highs when measured against the S&P 500. Emerging markets are joining the party too. When you see traditional safe havens and growth markets both rallying hard against equities, it forces a real question: what benchmark are you actually using for your portfolio? If you're just stacking cash flow into one bucket, you might be missing the bigger picture. Asset diversification across uncorrelated markets is worth reconsidering—especially when the traditional risk-off trades are performing this well. Sometimes the market's telling you something about where real value is hiding.