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“NOTHING WILL INCREASE SUPPLY” – FIRST MAJESTIC PRESIDENT ON BROKEN SILVER MARKET $AG First Majestic's new President Mani Akafaji just dropped massive updates that every silver investor needs to hear right now. 2025 WAS TRANSFORMATIONAL - RECORDS SMASHED ✅ Silver production exploded +80% year-over-year 🔥 Fully integrated Gatos Silver...

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Mark

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64,840 次观看 • 7 个月前 •via X (Twitter)

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I am extremely bullish on silver prices long term. There are clearly supply shortages in this market which has caused the increase in the silver prices from $30 last year to over $70 today. The issue is global silver mine supply. It is in decline. All of the mines in the world produced 900 million oz in 2015. In 2026 it will be about 820 million oz. Production is steadily declining. The best mines have been found and depleted. Meanwhile silver demand is still increasing. EVs, solar panels, electronics, Ai chips, etc. I have invested in physical silver, but I also invest in a few silver mining stocks. Most mining stocks are struggling just to maintain current silver production. The key is to find the companies that can increase production. My top silver stock in my portfolio is Aya Gold & Silver (ticker AYASF). The reason why is because this company is one of the few that can seriously increase it's production in the coming years. They are already producing 6 million oz of silver per year from their first mine, Zgounder. They mine at a cost of $20 per oz, they are selling their silver at over $70 per oz. That is over $50 per oz profit margins on 6 million oz. They are building their next mine, Boumadine, which is currently projected to produce 37 million oz AgEq in 2030. So this is a company that will increase revenue and profits by about 6x to 7x even if gold and silver prices remain at current levels. If gold and silver prices increase from here, the upside for AYASF is even higher. Here is a brief clip from an interview last week where the CEO, Benoit La Salle, walks through the numbers and the comparison to other silver miners. Benoit has built multiple mines in his career and he is doing it again with Aya (ticker AYASF). I will leave the link to the full interview in the replies below. This is just a brief clip. Bookmark this post. I will be posting about Aya regularly in the coming years.
2:16

I am extremely bullish on silver prices long term. There are clearly supply shortages in this market which has caused the increase in the silver prices from $30 last year to over $70 today. The issue is global silver mine supply. It is in decline. All of the mines in the world produced 900 million oz in 2015. In 2026 it will be about 820 million oz. Production is steadily declining. The best mines have been found and depleted. Meanwhile silver demand is still increasing. EVs, solar panels, electronics, Ai chips, etc. I have invested in physical silver, but I also invest in a few silver mining stocks. Most mining stocks are struggling just to maintain current silver production. The key is to find the companies that can increase production. My top silver stock in my portfolio is Aya Gold & Silver (ticker AYASF). The reason why is because this company is one of the few that can seriously increase it's production in the coming years. They are already producing 6 million oz of silver per year from their first mine, Zgounder. They mine at a cost of $20 per oz, they are selling their silver at over $70 per oz. That is over $50 per oz profit margins on 6 million oz. They are building their next mine, Boumadine, which is currently projected to produce 37 million oz AgEq in 2030. So this is a company that will increase revenue and profits by about 6x to 7x even if gold and silver prices remain at current levels. If gold and silver prices increase from here, the upside for AYASF is even higher. Here is a brief clip from an interview last week where the CEO, Benoit La Salle, walks through the numbers and the comparison to other silver miners. Benoit has built multiple mines in his career and he is doing it again with Aya (ticker AYASF). I will leave the link to the full interview in the replies below. This is just a brief clip. Bookmark this post. I will be posting about Aya regularly in the coming years.

Wall Street Mav

64,907 次观看 • 5 个月前

For decades, the global silver market operated on a simple assumption: Nobody would actually demand delivery of the metal they owned on paper. That assumption just collapsed. In the first seven days of January, 33.45 million ounces of silver were physically withdrawn from COMEX for delivery. That's 26% of COMEX's registered inventory gone in a single week. Traders who had March futures contracts were paying premiums to ROLL BACKWARDS to January, demanding immediate delivery weeks early. They weren't willing to wait. They wanted metal in hand. Here's the China problem you have to understand if you're buying silver: On January 1, 2026, Beijing implemented export controls that fundamentally changed global silver supply. This wasn't a minor tweak. They reclassified silver as a strategic material, putting it in the same category as rare earths. To export silver from China now, companies need government licenses. Only 44 firms qualified. They must have annual refining capacity of 80+ tonnes and credit lines exceeding $30 million. Why does this matter? China controls 60-70% of global refined silver exports. The world's dominant refining hub just effectively ring-fenced its supply for domestic use. The physical-paper divergence: Here's where it gets uncomfortable... In Shanghai, physical silver trades at 12-13% premiums over Western paper prices. In Dubai, premiums hit 40%. In Japan, secondary market premiums reached 60%. Meanwhile, the paper-to-physical ratio on COMEX sits at 356:1. For every one ounce of deliverable silver, there are 356 ounces of paper claims. The system worked because nobody called the bluff. But now they're calling it. The supply deficit reality: The silver market has been in structural deficit for five consecutive years. Cumulative shortfalls from 2021-2025 total roughly 820 million ounces. Nearly an entire year of global mine production. Mine production peaked in 2016. Roughly 71% of mined silver comes as a byproduct from gold, copper, lead, and zinc mines. So even if silver prices double, miners can't easily ramp production. Their operations are driven by base-metal economics, not silver prices. The industrial demand trap: Unlike gold, silver isn't primarily a monetary metal. Industrial demand now represents 59% of total consumption. Solar panels. EVs. AI data centers. Semiconductors. This demand is price-inelastic. Factories don't stop production because silver got expensive... They pay whatever it takes to keep lines running. So what does this mean? Silver is now in backwardation. Spot prices above futures prices. That's rare. And it's significant. Backwardation tells you buyers want metal NOW, not paper promises for later. The last time silver showed this kind of sustained backwardation was before the 2011 spike to $49. The gold-silver ratio has compressed from over 100:1 in recent years to around 50:1 now. Historically, that ratio has traded as low as 15-20:1 in extreme moves. If gold holds and the ratio compresses further, silver will go beyond $150. It's math. My take: Silver is no longer just an industrial metal with monetary characteristics. It's becoming a triple-identity asset: industrial input, monetary metal, and strategic material. When China weaponizes export controls, when Western inventories drain, when paper claims vastly exceed physical supply, and when industrial demand is non-negotiable, you get exactly what we're seeing... A structural repricing. Pullbacks will be sharp. The CME has already raised margin requirements. But the underlying dynamics aren't speculation. They're geology, geopolitics, and supply-demand math. Physical silver in your possession has no counterparty risk. Paper claims on silver that may or may not exist? That's a different bet entirely. If you don't hold it, you don't own it.
0:43

For decades, the global silver market operated on a simple assumption: Nobody would actually demand delivery of the metal they owned on paper. That assumption just collapsed. In the first seven days of January, 33.45 million ounces of silver were physically withdrawn from COMEX for delivery. That's 26% of COMEX's registered inventory gone in a single week. Traders who had March futures contracts were paying premiums to ROLL BACKWARDS to January, demanding immediate delivery weeks early. They weren't willing to wait. They wanted metal in hand. Here's the China problem you have to understand if you're buying silver: On January 1, 2026, Beijing implemented export controls that fundamentally changed global silver supply. This wasn't a minor tweak. They reclassified silver as a strategic material, putting it in the same category as rare earths. To export silver from China now, companies need government licenses. Only 44 firms qualified. They must have annual refining capacity of 80+ tonnes and credit lines exceeding $30 million. Why does this matter? China controls 60-70% of global refined silver exports. The world's dominant refining hub just effectively ring-fenced its supply for domestic use. The physical-paper divergence: Here's where it gets uncomfortable... In Shanghai, physical silver trades at 12-13% premiums over Western paper prices. In Dubai, premiums hit 40%. In Japan, secondary market premiums reached 60%. Meanwhile, the paper-to-physical ratio on COMEX sits at 356:1. For every one ounce of deliverable silver, there are 356 ounces of paper claims. The system worked because nobody called the bluff. But now they're calling it. The supply deficit reality: The silver market has been in structural deficit for five consecutive years. Cumulative shortfalls from 2021-2025 total roughly 820 million ounces. Nearly an entire year of global mine production. Mine production peaked in 2016. Roughly 71% of mined silver comes as a byproduct from gold, copper, lead, and zinc mines. So even if silver prices double, miners can't easily ramp production. Their operations are driven by base-metal economics, not silver prices. The industrial demand trap: Unlike gold, silver isn't primarily a monetary metal. Industrial demand now represents 59% of total consumption. Solar panels. EVs. AI data centers. Semiconductors. This demand is price-inelastic. Factories don't stop production because silver got expensive... They pay whatever it takes to keep lines running. So what does this mean? Silver is now in backwardation. Spot prices above futures prices. That's rare. And it's significant. Backwardation tells you buyers want metal NOW, not paper promises for later. The last time silver showed this kind of sustained backwardation was before the 2011 spike to $49. The gold-silver ratio has compressed from over 100:1 in recent years to around 50:1 now. Historically, that ratio has traded as low as 15-20:1 in extreme moves. If gold holds and the ratio compresses further, silver will go beyond $150. It's math. My take: Silver is no longer just an industrial metal with monetary characteristics. It's becoming a triple-identity asset: industrial input, monetary metal, and strategic material. When China weaponizes export controls, when Western inventories drain, when paper claims vastly exceed physical supply, and when industrial demand is non-negotiable, you get exactly what we're seeing... A structural repricing. Pullbacks will be sharp. The CME has already raised margin requirements. But the underlying dynamics aren't speculation. They're geology, geopolitics, and supply-demand math. Physical silver in your possession has no counterparty risk. Paper claims on silver that may or may not exist? That's a different bet entirely. If you don't hold it, you don't own it.

George Noble

448,047 次观看 • 8 个月前

SILVER INDUSTRIAL CRISIS: WHEN FACTORIES CAN'T GET THE METAL ANYMORE A shocking reality is unfolding in the metals world right now. Industries that rely on silver—and similar critical metals—are hitting hard limits as physical supplies dry up fast. Austrian industrial metal trader Ernst Gratz shares real stories from the front lines that show just how desperate things have become. THE HAFNIUM PANIC – ONE TON ALMOST SHUT DOWN A PLANT ✅ A major industrial user urgently needed just 1 ton of hafnium (a rare metal produced only ~65 tons/year globally). ➡️ They offered 50–60–70% premiums—and ended up paying 80% over market price. 🔥 Reason? Without it by early December, their production line would stop completely. THE CREATIVE SWAP THAT SAVED THE DAY ✅ The trader asked hafnium owners: "Trade your metal now, and we'll invest the value into physical silver for you." ➡️ They secured over 900 kg in one month by getting individual owner approvals. ➡️The deal delivered the metal, avoided shutdown—and funneled the premium straight into silver. MORE RARE METALS FOLLOWING THE SAME PATH ✅ Similar urgent requests are already coming in for indium and gallium. ➡️ Tiny annual production (hundreds of tons) meets exploding tech & green-energy demand. ➡️ Companies can't wait for normal supply chains anymore. SILVER GOES EVEN FURTHER – DIRECT MINE DEALS ➡️ Big users now approach silver mines directly. ➡️ They say: "We'll finance you and support expansion—but commit your next 4 years of production exclusively to us." ➡️ Export restrictions from China and Peru have made open-market silver almost impossible to find in volume. WHY THIS MATTERS FOR SILVER HOLDERS ✅ Physical metal that is actually consumed every day can't be faked with paper contracts. ➡️ When industries start paying crazy premiums and locking in future output, it signals true scarcity. ⚡ Higher prices are needed to unlock recycling and new mining—current levels are simply too low. THE BOTTOM LINE Desperate industries paying 80% premiums or pre-financing entire mine production just to keep operations going prove that the physical scarcity of metals has moved from theory to urgent reality – which will exert significant upward pressure on prices in the coming years. HT: YouTube Ernst Gratz #Silver #SilverShortage #PhysicalMetals #IndustrialDemand #PreciousMetals #SilverSqueeze
1:22

SILVER INDUSTRIAL CRISIS: WHEN FACTORIES CAN'T GET THE METAL ANYMORE A shocking reality is unfolding in the metals world right now. Industries that rely on silver—and similar critical metals—are hitting hard limits as physical supplies dry up fast. Austrian industrial metal trader Ernst Gratz shares real stories from the front lines that show just how desperate things have become. THE HAFNIUM PANIC – ONE TON ALMOST SHUT DOWN A PLANT ✅ A major industrial user urgently needed just 1 ton of hafnium (a rare metal produced only ~65 tons/year globally). ➡️ They offered 50–60–70% premiums—and ended up paying 80% over market price. 🔥 Reason? Without it by early December, their production line would stop completely. THE CREATIVE SWAP THAT SAVED THE DAY ✅ The trader asked hafnium owners: "Trade your metal now, and we'll invest the value into physical silver for you." ➡️ They secured over 900 kg in one month by getting individual owner approvals. ➡️The deal delivered the metal, avoided shutdown—and funneled the premium straight into silver. MORE RARE METALS FOLLOWING THE SAME PATH ✅ Similar urgent requests are already coming in for indium and gallium. ➡️ Tiny annual production (hundreds of tons) meets exploding tech & green-energy demand. ➡️ Companies can't wait for normal supply chains anymore. SILVER GOES EVEN FURTHER – DIRECT MINE DEALS ➡️ Big users now approach silver mines directly. ➡️ They say: "We'll finance you and support expansion—but commit your next 4 years of production exclusively to us." ➡️ Export restrictions from China and Peru have made open-market silver almost impossible to find in volume. WHY THIS MATTERS FOR SILVER HOLDERS ✅ Physical metal that is actually consumed every day can't be faked with paper contracts. ➡️ When industries start paying crazy premiums and locking in future output, it signals true scarcity. ⚡ Higher prices are needed to unlock recycling and new mining—current levels are simply too low. THE BOTTOM LINE Desperate industries paying 80% premiums or pre-financing entire mine production just to keep operations going prove that the physical scarcity of metals has moved from theory to urgent reality – which will exert significant upward pressure on prices in the coming years. HT: YouTube Ernst Gratz #Silver #SilverShortage #PhysicalMetals #IndustrialDemand #PreciousMetals #SilverSqueeze

Mark

53,295 次观看 • 7 个月前

EIGHT YEARS SILVER DEFICIT: WHY THIS CORRECTION IS THE LAST CHANCE TO LOAD UP Swiss-German gold and silver expert Jochen Staiger has spent 44 years in finance including 30 years focused on commodities. He watched gold drop 25 percent and silver plunge 45 percent from their peaks yet he refuses to back down. What he reveals about Asia's relentless buying and the structural supply crunch will make you rethink everything you thought you knew about this correction. THE EXPERT STANDS FIRM ➡️ Swiss-German gold and silver expert Jochen Staiger with 44 years of experience will not throw in the towel. ➡️ He calls gold's 25 percent correction understandable after the massive prior advance. ➡️ Silver's 45 percent decline he describes as totally overdone and exaggerated. ➡️ "I would never throw in the towel" Staiger declares without hesitation. THE GOLD TARGETS AHEAD ➡️ Gold is set to recover swiftly and target the 4800 to 5000 range in the near term. ➡️ It will then move toward 5600 as it retests previous highs. ➡️ The ultimate goal stands at 6300 as this decade unfolds. THE SILVER EXPLOSION COMING ➡️ Silver could reach 164 by the end of this year according to his chart. ➡️ The 184 level comes into view by the first half of 2027 at the latest. ➡️ By the end of the decade he sees 236 to 250 with 300 still on the table. THE ASIAN BUYING FRENZY ➡️ A huge shift is moving metal from weak Western hands straight into strong Asian hands. ➡️ China imported 25000 tons of silver in the first four months alone. ➡️ Physical markets are booming in Singapore Hong Kong Shanghai and now Dubai with instant delivery. ➡️ The COMEX paper system is fading as real physical demand takes center stage. THE SILVER SUPPLY CRUNCH ➡️ The market is now in its eighth consecutive year of structural deficits. ➡️ 1.3 billion ounces have already vanished from inventories. ➡️ COMEX holds just 325 million ounces and new supply from mines will not arrive fast enough. ➡️ Demand from solar power electric vehicles and high tech keeps climbing. THE SMART MONEY OPPORTUNITY ➡️ Retail investors still allocate only 2.7 percent to gold well below past cycles. ➡️ Family offices are slowly raising exposure from 2 to just 3 percent. ➡️ This is far from a crowded trade and the dip presents a rare chance to average down. THE BOTTOM LINE Gold and silver suffered a sharp but healthy correction after a powerful advance. The fundamentals remain rock solid with Asia leading demand and supply constraints tightening every quarter. Those who buy this dip with a clear plan will be rewarded handsomely in the years ahead. The correction ends here. The real rally in gold and silver is about to begin. MY TAKE I don’t think the correction is over yet – not just yet. HT: YouTube Rohstoff Investor #Gold #Silver #PreciousMetals #SilverTo250 #GoldTo6300 #AsiaGoldDemand #BuyTheDip
1:28

EIGHT YEARS SILVER DEFICIT: WHY THIS CORRECTION IS THE LAST CHANCE TO LOAD UP Swiss-German gold and silver expert Jochen Staiger has spent 44 years in finance including 30 years focused on commodities. He watched gold drop 25 percent and silver plunge 45 percent from their peaks yet he refuses to back down. What he reveals about Asia's relentless buying and the structural supply crunch will make you rethink everything you thought you knew about this correction. THE EXPERT STANDS FIRM ➡️ Swiss-German gold and silver expert Jochen Staiger with 44 years of experience will not throw in the towel. ➡️ He calls gold's 25 percent correction understandable after the massive prior advance. ➡️ Silver's 45 percent decline he describes as totally overdone and exaggerated. ➡️ "I would never throw in the towel" Staiger declares without hesitation. THE GOLD TARGETS AHEAD ➡️ Gold is set to recover swiftly and target the 4800 to 5000 range in the near term. ➡️ It will then move toward 5600 as it retests previous highs. ➡️ The ultimate goal stands at 6300 as this decade unfolds. THE SILVER EXPLOSION COMING ➡️ Silver could reach 164 by the end of this year according to his chart. ➡️ The 184 level comes into view by the first half of 2027 at the latest. ➡️ By the end of the decade he sees 236 to 250 with 300 still on the table. THE ASIAN BUYING FRENZY ➡️ A huge shift is moving metal from weak Western hands straight into strong Asian hands. ➡️ China imported 25000 tons of silver in the first four months alone. ➡️ Physical markets are booming in Singapore Hong Kong Shanghai and now Dubai with instant delivery. ➡️ The COMEX paper system is fading as real physical demand takes center stage. THE SILVER SUPPLY CRUNCH ➡️ The market is now in its eighth consecutive year of structural deficits. ➡️ 1.3 billion ounces have already vanished from inventories. ➡️ COMEX holds just 325 million ounces and new supply from mines will not arrive fast enough. ➡️ Demand from solar power electric vehicles and high tech keeps climbing. THE SMART MONEY OPPORTUNITY ➡️ Retail investors still allocate only 2.7 percent to gold well below past cycles. ➡️ Family offices are slowly raising exposure from 2 to just 3 percent. ➡️ This is far from a crowded trade and the dip presents a rare chance to average down. THE BOTTOM LINE Gold and silver suffered a sharp but healthy correction after a powerful advance. The fundamentals remain rock solid with Asia leading demand and supply constraints tightening every quarter. Those who buy this dip with a clear plan will be rewarded handsomely in the years ahead. The correction ends here. The real rally in gold and silver is about to begin. MY TAKE I don’t think the correction is over yet – not just yet. HT: YouTube Rohstoff Investor #Gold #Silver #PreciousMetals #SilverTo250 #GoldTo6300 #AsiaGoldDemand #BuyTheDip

Mark

77,801 次观看 • 3 个月前

THE 15-YEAR SILVER TRAP: NEW SUPPLY IS IMPOSSIBLE UNTIL 2040 Austrian Silver expert E. Gratz: Wall Street still believes higher silver prices will magically unlock more metal tomorrow. That belief is pure fantasy. From the first discovery of a silver vein to the first finished ounce takes on average fifteen years. The physical deficit we face right now was locked in long before solar and AI demand exploded. Anyone waiting for new mines is waiting until 2040. THE CORE THESIS: THE MARKET CANNOT REACT ➡️ Today’s silver supply was planned fifteen years ago. ➡️ Exploding demand from solar and AI hits a market that has zero short-term flexibility. ➡️ The physical deficit is already set in stone. THE FATAL ILLUSION ➡️ Wall Street thinks a rising price simply pulls more silver out of the ground. ➡️ In physical reality that is completely impossible. ➡️ Mines do not appear because the chart looks good. THE BRUTAL TIMELINE ➡️ Average time from discovery to first production sits at fifteen years. ➡️ Mines that started between 2020 and 2023 needed 17.9 years according to S&P Global. ➡️ Hope for meaningful new supply before 2040 is delusion. WHO ACTUALLY HUNTS FOR SILVER ➡️ Not the big corporations. ➡️ Tiny junior explorers take the extreme risk, raise speculative capital, and drill in the middle of nowhere. ➡️ Nine out of ten projects never become economic mines. ➡️ Only one in a thousand exploration projects ever turns into a real producing mine. THE PERMITTING AND FINANCING WALL ➡️ After discovery come years of feasibility studies, environmental reviews, water rights, and negotiations with local communities. ➡️ ESG rules and bureaucracy routinely stretch the timeline into year eight through fourteen. ➡️ Hundreds of millions are spent on lawyers and permits long before the first shovel hits dirt. ➡️ Many explorers simply go bankrupt on the way. THE BOTTOM LINE The silver market is trapped in a multi-decade structural lag. Demand is exploding while new supply remains locked away for another fifteen years or more. Only physical silver you already hold protects real wealth. HT: YouTube Ernst Gratz #SilverTrap #15YearDelay #PhysicalSilver #SilverDeficit #MiningReality #SolarSilver #AISilver
1:25

THE 15-YEAR SILVER TRAP: NEW SUPPLY IS IMPOSSIBLE UNTIL 2040 Austrian Silver expert E. Gratz: Wall Street still believes higher silver prices will magically unlock more metal tomorrow. That belief is pure fantasy. From the first discovery of a silver vein to the first finished ounce takes on average fifteen years. The physical deficit we face right now was locked in long before solar and AI demand exploded. Anyone waiting for new mines is waiting until 2040. THE CORE THESIS: THE MARKET CANNOT REACT ➡️ Today’s silver supply was planned fifteen years ago. ➡️ Exploding demand from solar and AI hits a market that has zero short-term flexibility. ➡️ The physical deficit is already set in stone. THE FATAL ILLUSION ➡️ Wall Street thinks a rising price simply pulls more silver out of the ground. ➡️ In physical reality that is completely impossible. ➡️ Mines do not appear because the chart looks good. THE BRUTAL TIMELINE ➡️ Average time from discovery to first production sits at fifteen years. ➡️ Mines that started between 2020 and 2023 needed 17.9 years according to S&P Global. ➡️ Hope for meaningful new supply before 2040 is delusion. WHO ACTUALLY HUNTS FOR SILVER ➡️ Not the big corporations. ➡️ Tiny junior explorers take the extreme risk, raise speculative capital, and drill in the middle of nowhere. ➡️ Nine out of ten projects never become economic mines. ➡️ Only one in a thousand exploration projects ever turns into a real producing mine. THE PERMITTING AND FINANCING WALL ➡️ After discovery come years of feasibility studies, environmental reviews, water rights, and negotiations with local communities. ➡️ ESG rules and bureaucracy routinely stretch the timeline into year eight through fourteen. ➡️ Hundreds of millions are spent on lawyers and permits long before the first shovel hits dirt. ➡️ Many explorers simply go bankrupt on the way. THE BOTTOM LINE The silver market is trapped in a multi-decade structural lag. Demand is exploding while new supply remains locked away for another fifteen years or more. Only physical silver you already hold protects real wealth. HT: YouTube Ernst Gratz #SilverTrap #15YearDelay #PhysicalSilver #SilverDeficit #MiningReality #SolarSilver #AISilver

Mark

42,851 次观看 • 1 个月前

THE BY-PRODUCT TRAP: WHY SILVER CANNOT ESCAPE THE FATE OF ZINC AND COPPER MINES Precious metals expert Ernst Gratz reveals the dangerous trap that has silver supply locked to the fortunes of base metals. Nearly eighty percent of silver emerges as a byproduct from copper, zinc, and lead mining operations around the world. When those mines face economic pressure, declining ore grades, or regulatory shutdowns, silver production suffers immediate and lasting damage with almost no ability to ramp up quickly. This sets the stage for a major supply crunch precisely as demand from the energy transition accelerates. THE BY-PRODUCT TRAP ➡️ The biggest mistake many analysts make is ignoring the mining reality behind silver supply. ➡️ They assume that if silver prices rise we can simply produce more. ➡️ That thinking is completely wrong because almost eighty percent of silver comes as a byproduct from base metal mines. ➡️ No company opens a giant zinc mine just because the silver price looks attractive. THE MINE CLOSURE CASCADE ➡️ When the global economy weakens and zinc or lead prices fall, unprofitable mines get mothballed or closed. ➡️ The resulting shortage of silver acts as pure collateral damage for the entire precious metals market. ➡️ Declining ore grades in mature mines across South America automatically cut silver output. ➡️ Protests, environmental regulations, and tax disputes in top producers Mexico and Peru deliver immediate global supply shocks. THE DEMAND EXPLOSION ➡️ The energy transition drives gigantic silver demand, led by AI, electric vehicles, electronics, and more. ➡️ At the same time supply stays extremely rigid and inelastic. ➡️ New standalone silver mines remain rare and take five to ten years to reach production due to permitting and environmental rules. THE RECYCLING LIFELINE ➡️ World silver recycling has risen above two hundred million ounces for the first time since 2012, roughly six thousand four hundred tons. ➡️ Yet projections show demand climbing to eighty thousand tons by 2032. ➡️ Even with higher recycling the supply gap will persist because primary output remains tied to base metals. THE 2025 TO 2027 PRODUCTION HITS ➡️ Newmont's Benaskitoine operation recorded a ten percent decline in zinc concentrate output from falling ore grades. ➡️ The Red DOP mine suffered a sixteen percent production drop in 2025 with more steep declines forecast. ➡️ Glencore's Antamina mine expects over two hundred fifty thousand tons less zinc concentrate in 2026. ➡️ Millions of ounces of potential byproduct silver will stay in the ground as primary zinc mines throttle output. THE BOTTOM LINE Silver supply faces a structural bottleneck that cannot adjust quickly to surging demand from the energy transition and advanced technologies. Primary physical mining combined with recycling will ultimately set the true value, rewarding those who hold silver through the coming shortage. This is the sound of a market waking up to its own structural fragility. #SilverSupplyCrisis #ByProductTrap #BaseMetalMines #SilverDemand #MiningClosures #PreciousMetals #EnergyTransition HT: YouTube Ernst Gratz
1:33

THE BY-PRODUCT TRAP: WHY SILVER CANNOT ESCAPE THE FATE OF ZINC AND COPPER MINES Precious metals expert Ernst Gratz reveals the dangerous trap that has silver supply locked to the fortunes of base metals. Nearly eighty percent of silver emerges as a byproduct from copper, zinc, and lead mining operations around the world. When those mines face economic pressure, declining ore grades, or regulatory shutdowns, silver production suffers immediate and lasting damage with almost no ability to ramp up quickly. This sets the stage for a major supply crunch precisely as demand from the energy transition accelerates. THE BY-PRODUCT TRAP ➡️ The biggest mistake many analysts make is ignoring the mining reality behind silver supply. ➡️ They assume that if silver prices rise we can simply produce more. ➡️ That thinking is completely wrong because almost eighty percent of silver comes as a byproduct from base metal mines. ➡️ No company opens a giant zinc mine just because the silver price looks attractive. THE MINE CLOSURE CASCADE ➡️ When the global economy weakens and zinc or lead prices fall, unprofitable mines get mothballed or closed. ➡️ The resulting shortage of silver acts as pure collateral damage for the entire precious metals market. ➡️ Declining ore grades in mature mines across South America automatically cut silver output. ➡️ Protests, environmental regulations, and tax disputes in top producers Mexico and Peru deliver immediate global supply shocks. THE DEMAND EXPLOSION ➡️ The energy transition drives gigantic silver demand, led by AI, electric vehicles, electronics, and more. ➡️ At the same time supply stays extremely rigid and inelastic. ➡️ New standalone silver mines remain rare and take five to ten years to reach production due to permitting and environmental rules. THE RECYCLING LIFELINE ➡️ World silver recycling has risen above two hundred million ounces for the first time since 2012, roughly six thousand four hundred tons. ➡️ Yet projections show demand climbing to eighty thousand tons by 2032. ➡️ Even with higher recycling the supply gap will persist because primary output remains tied to base metals. THE 2025 TO 2027 PRODUCTION HITS ➡️ Newmont's Benaskitoine operation recorded a ten percent decline in zinc concentrate output from falling ore grades. ➡️ The Red DOP mine suffered a sixteen percent production drop in 2025 with more steep declines forecast. ➡️ Glencore's Antamina mine expects over two hundred fifty thousand tons less zinc concentrate in 2026. ➡️ Millions of ounces of potential byproduct silver will stay in the ground as primary zinc mines throttle output. THE BOTTOM LINE Silver supply faces a structural bottleneck that cannot adjust quickly to surging demand from the energy transition and advanced technologies. Primary physical mining combined with recycling will ultimately set the true value, rewarding those who hold silver through the coming shortage. This is the sound of a market waking up to its own structural fragility. #SilverSupplyCrisis #ByProductTrap #BaseMetalMines #SilverDemand #MiningClosures #PreciousMetals #EnergyTransition HT: YouTube Ernst Gratz

Mark

46,376 次观看 • 2 个月前

GR SILVER CEO: 2026 IS OUR TRANSFORMATIONAL YEAR - $GRSL.V In a new interview with Peter Krauth, President & CEO Marcio Fana outlines the major catalysts coming for GR Silver THE 2026 DRILLING & CATALYST PLAN ✅ Launching a 20,000-meter drill program at the San Marcial area. 📈 Targeting a new resource estimate in 2026 to expand the 2023 resource (134M AgEq oz Indicated/Inferred). 🔄 "We are very oriented to resource growth, increasing grade, and showing the market we have a large silver-predominant deposit." PATH TO PRODUCTION & SYNERGY ➡️ Engineering a Preliminary Economic Assessment (PEA) combining San Marcial & Plomosas projects. 🔧 Utilizing existing permits & infrastructure at Plomosas to lower future capex. 🚀 "We are looking… to build a pilot plant, buy a pilot plant, or do a combination. This is going to be another catalyst." THE RARITY: A PURE SILVER DEPOSIT ✅ San Marcial is 85% silver by metal content—a rarity in the sector. 📊 "Most mining projects require a lot of capital to build… this is already in the Plomosas area: power lines, buildings, road, water permit." 🔁 High-grade intercepts like 75m at 260 g/t Ag prove continuity. IMPACT OF THE NEW SILVER PRICE ENVIRONMENT ➡️ Their 2023 resource used $22/oz silver. Prices are now ~4x higher. 📐 "We are valued probably at $1,50 per ounce in the ground… It's not that difficult to think about valuation of $4 or $5 per ounce in-situ." 💡 This dramatically improves project economics and potential valuation. STRONG FOUNDATION: LIQUIDITY & SUPPORT ✅ Consistently among top 10 most traded companies on TSXV by volume. 🏛️ Institutional ownership has grown from <10% to over 20%. "We are creating a very solid shareholder base supported by strong liquidity." THE BOTTOM LINE: GR Silver is fully funded and executing an aggressive 2026 plan focused on resource growth, engineering studies, and leveraging its rare, high-purity silver asset in a powerful new price environment. HT: grsilvermining Peter Krauth #GRSilver #Silver #Mining #Exploration #ResourceGrowth #PEA #TSXV #Investing #PreciousMetals #MiningStocks
1:06

GR SILVER CEO: 2026 IS OUR TRANSFORMATIONAL YEAR - $GRSL.V In a new interview with Peter Krauth, President & CEO Marcio Fana outlines the major catalysts coming for GR Silver THE 2026 DRILLING & CATALYST PLAN ✅ Launching a 20,000-meter drill program at the San Marcial area. 📈 Targeting a new resource estimate in 2026 to expand the 2023 resource (134M AgEq oz Indicated/Inferred). 🔄 "We are very oriented to resource growth, increasing grade, and showing the market we have a large silver-predominant deposit." PATH TO PRODUCTION & SYNERGY ➡️ Engineering a Preliminary Economic Assessment (PEA) combining San Marcial & Plomosas projects. 🔧 Utilizing existing permits & infrastructure at Plomosas to lower future capex. 🚀 "We are looking… to build a pilot plant, buy a pilot plant, or do a combination. This is going to be another catalyst." THE RARITY: A PURE SILVER DEPOSIT ✅ San Marcial is 85% silver by metal content—a rarity in the sector. 📊 "Most mining projects require a lot of capital to build… this is already in the Plomosas area: power lines, buildings, road, water permit." 🔁 High-grade intercepts like 75m at 260 g/t Ag prove continuity. IMPACT OF THE NEW SILVER PRICE ENVIRONMENT ➡️ Their 2023 resource used $22/oz silver. Prices are now ~4x higher. 📐 "We are valued probably at $1,50 per ounce in the ground… It's not that difficult to think about valuation of $4 or $5 per ounce in-situ." 💡 This dramatically improves project economics and potential valuation. STRONG FOUNDATION: LIQUIDITY & SUPPORT ✅ Consistently among top 10 most traded companies on TSXV by volume. 🏛️ Institutional ownership has grown from <10% to over 20%. "We are creating a very solid shareholder base supported by strong liquidity." THE BOTTOM LINE: GR Silver is fully funded and executing an aggressive 2026 plan focused on resource growth, engineering studies, and leveraging its rare, high-purity silver asset in a powerful new price environment. HT: grsilvermining Peter Krauth #GRSilver #Silver #Mining #Exploration #ResourceGrowth #PEA #TSXV #Investing #PreciousMetals #MiningStocks

Mark

16,808 次观看 • 8 个月前

SILVER'S RUBBER BAND IS ABOUT TO SNAP: 80:1 BACK TO HISTORIC 15:1 Austrian silver expert Ernst Gratz just laid out the most extreme valuation gap in monetary history. Gold and silver are the oldest currencies on earth, yet the paper market has stretched their relationship to a breaking point never seen before. What happens when that rubber band finally snaps back will rewrite portfolios overnight. THE GEOLOGICAL AND HISTORICAL TRUTH ➡️ In the Earth’s crust silver is only 15 to 19 times more abundant than gold. ➡️ Ancient Egypt under King Menes set the ratio as low as 2.5 to 1. ➡️ The Roman Empire fixed it by law at 12 to 1. Julius Caesar adjusted it to 11.5 to 1. ➡️ The United States Coin Act of 1792 locked the official ratio at exactly 15 to 1 for generations. THE MODERN MADNESS ➡️ Today the paper market trades the ratio at 80 to 1 or higher. ➡️ This is not a free market price. It is a historic anomaly created by derivatives, industrial classification, and institutional blindness. WHY THE BAND IS STRETCHED SO FAR ➡️ Gold is treated as pure money and is hoarded. Silver is treated as an industrial metal and is consumed. ➡️ Over 50 percent of annual silver demand now comes from industry: electric vehicles, electronics, and AI data centers. ➡️ Paper markets and futures contracts systematically suppress the physical silver price. ➡️ In every crisis the big institutions, central banks, and sovereign funds flee almost exclusively into gold and overlook silver completely. THE SUPPLY TIME BOMB ➡️ The world has run a structural silver deficit for six consecutive years. ➡️ The cumulative shortfall has already reached roughly 700 million ounces — an entire year of global mine production. ➡️ The green energy transition and the AI boom require enormous additional volumes. Silver is the best electrical conductor on the planet and has no substitute. THE HISTORICAL PATTERN ➡️ Every time the gold-silver ratio has crossed 80 or 100 to 1 — in 1980, 2008, and 2020 — silver launched an epic catch-up rally that dramatically outperformed gold. THE FINAL SHAKEOUT ➡️ Before the rubber band snaps, the system always tries to force the last true believers out of the market. ➡️ Capitulation by the remaining physical holders is the classic final signal that the upside is about to open. THE BOTTOM LINE The rubber band is stretched to its absolute limit. When financial stress meets physical tightness, silver will not gently re-rate. It will snap back toward its 15-to-1 reality with historic force. This is the highest-conviction asymmetric trade left in the precious metals complex. #Silver #GoldSilverRatio #SilverDeficit #PreciousMetals #SilverSqueeze #MonetaryMetals #SilverVsGold
1:55

SILVER'S RUBBER BAND IS ABOUT TO SNAP: 80:1 BACK TO HISTORIC 15:1 Austrian silver expert Ernst Gratz just laid out the most extreme valuation gap in monetary history. Gold and silver are the oldest currencies on earth, yet the paper market has stretched their relationship to a breaking point never seen before. What happens when that rubber band finally snaps back will rewrite portfolios overnight. THE GEOLOGICAL AND HISTORICAL TRUTH ➡️ In the Earth’s crust silver is only 15 to 19 times more abundant than gold. ➡️ Ancient Egypt under King Menes set the ratio as low as 2.5 to 1. ➡️ The Roman Empire fixed it by law at 12 to 1. Julius Caesar adjusted it to 11.5 to 1. ➡️ The United States Coin Act of 1792 locked the official ratio at exactly 15 to 1 for generations. THE MODERN MADNESS ➡️ Today the paper market trades the ratio at 80 to 1 or higher. ➡️ This is not a free market price. It is a historic anomaly created by derivatives, industrial classification, and institutional blindness. WHY THE BAND IS STRETCHED SO FAR ➡️ Gold is treated as pure money and is hoarded. Silver is treated as an industrial metal and is consumed. ➡️ Over 50 percent of annual silver demand now comes from industry: electric vehicles, electronics, and AI data centers. ➡️ Paper markets and futures contracts systematically suppress the physical silver price. ➡️ In every crisis the big institutions, central banks, and sovereign funds flee almost exclusively into gold and overlook silver completely. THE SUPPLY TIME BOMB ➡️ The world has run a structural silver deficit for six consecutive years. ➡️ The cumulative shortfall has already reached roughly 700 million ounces — an entire year of global mine production. ➡️ The green energy transition and the AI boom require enormous additional volumes. Silver is the best electrical conductor on the planet and has no substitute. THE HISTORICAL PATTERN ➡️ Every time the gold-silver ratio has crossed 80 or 100 to 1 — in 1980, 2008, and 2020 — silver launched an epic catch-up rally that dramatically outperformed gold. THE FINAL SHAKEOUT ➡️ Before the rubber band snaps, the system always tries to force the last true believers out of the market. ➡️ Capitulation by the remaining physical holders is the classic final signal that the upside is about to open. THE BOTTOM LINE The rubber band is stretched to its absolute limit. When financial stress meets physical tightness, silver will not gently re-rate. It will snap back toward its 15-to-1 reality with historic force. This is the highest-conviction asymmetric trade left in the precious metals complex. #Silver #GoldSilverRatio #SilverDeficit #PreciousMetals #SilverSqueeze #MonetaryMetals #SilverVsGold

Mark

47,942 次观看 • 2 个月前

SILVER WAR IGNITES: CHINA'S EXPORT BANS SPARK GLOBAL CRISIS Andreas Ullmann, with over 30 years in finance analyzing hedge fund strategies and serving as Vice President Sales at Solidgruppe—a leading German precious metals trading firm—delivers hard-hitting insights on the escalating silver conflict: The world is witnessing the dawn of a fierce global silver war, mirroring China's past dominance in rare earths. THE CORE THESIS: SILVER AS A STRATEGIC WEAPON ✅ China has slapped export restrictions on silver since January 2026, limiting it to just 44 companies and slashing global supply by up to 5,000 tons annually. ➡️ This echoes their rare earth playbook, using shortages to exert political pressure while protecting domestic industries like solar and EVs. ➡️ Meanwhile, USA declares silver a critical metal, allocating $2.5 billion for stockpiling and securing Latin American mines to counter China's moves. THE CRITICAL SHORTAGE UNFOLDS ➡️ Shanghai stocks crashed from 7,500 tons in 2020 to just 800 tons now—a 90% drop—with COMEX deliveries surging to 480 million ounces in 2025 alone. ➡️ Industrial demand outstrips mining output by years of deficits, fueled by solar, 5G, AI, and military tech, where silver is irreplaceable. 🤯 "We are already in the middle of a silver war," warns expert Ullmann, as both superpowers race to lock in supplies via contracts and investments. PRICE PROJECTIONS THAT STUN 📈 Short-term: Expect silver to hit $150–$180 by end-2026 if inventories keep draining and investment demand stays hot. 💥 Long-term: With gold racing to $10,000 by 2030, silver could explode to $1,000 based on a 1:10 ratio, driven by mining realities and vanishing above-ground stocks. 🔍 Technical charts show a 45-year cup-and-handle breakout, targeting $300–$350 in coming years amid high volatility. INVESTOR STRATEGIES AMID THE CHAOS 🚀 Focus on physical silver and gold for core holdings—store securely outside banks to avoid systemic risks. ➡️ Mix in mining stocks for outsized gains, as they're undervalued with exploding profits at higher prices, but diversify to manage risks. ➡️ Consider platinum too—trading at historic lows vs. silver, it offers massive upside in fuel cells and catalysts. THE BOTTOM LINE In this escalating silver war, prices will solve the deficit through sky-high surges, rewarding those who act now. Seize the opportunity before the squeeze turns into a full-blown crisis—your future wealth depends on it. HT: YouTube Rohstoff Investor #SilverWar #SilverSqueeze #CommodityBoom #GoldSilverRatio #ResourceGeopolitics #MiningStocks #PreciousMetals
1:35

SILVER WAR IGNITES: CHINA'S EXPORT BANS SPARK GLOBAL CRISIS Andreas Ullmann, with over 30 years in finance analyzing hedge fund strategies and serving as Vice President Sales at Solidgruppe—a leading German precious metals trading firm—delivers hard-hitting insights on the escalating silver conflict: The world is witnessing the dawn of a fierce global silver war, mirroring China's past dominance in rare earths. THE CORE THESIS: SILVER AS A STRATEGIC WEAPON ✅ China has slapped export restrictions on silver since January 2026, limiting it to just 44 companies and slashing global supply by up to 5,000 tons annually. ➡️ This echoes their rare earth playbook, using shortages to exert political pressure while protecting domestic industries like solar and EVs. ➡️ Meanwhile, USA declares silver a critical metal, allocating $2.5 billion for stockpiling and securing Latin American mines to counter China's moves. THE CRITICAL SHORTAGE UNFOLDS ➡️ Shanghai stocks crashed from 7,500 tons in 2020 to just 800 tons now—a 90% drop—with COMEX deliveries surging to 480 million ounces in 2025 alone. ➡️ Industrial demand outstrips mining output by years of deficits, fueled by solar, 5G, AI, and military tech, where silver is irreplaceable. 🤯 "We are already in the middle of a silver war," warns expert Ullmann, as both superpowers race to lock in supplies via contracts and investments. PRICE PROJECTIONS THAT STUN 📈 Short-term: Expect silver to hit $150–$180 by end-2026 if inventories keep draining and investment demand stays hot. 💥 Long-term: With gold racing to $10,000 by 2030, silver could explode to $1,000 based on a 1:10 ratio, driven by mining realities and vanishing above-ground stocks. 🔍 Technical charts show a 45-year cup-and-handle breakout, targeting $300–$350 in coming years amid high volatility. INVESTOR STRATEGIES AMID THE CHAOS 🚀 Focus on physical silver and gold for core holdings—store securely outside banks to avoid systemic risks. ➡️ Mix in mining stocks for outsized gains, as they're undervalued with exploding profits at higher prices, but diversify to manage risks. ➡️ Consider platinum too—trading at historic lows vs. silver, it offers massive upside in fuel cells and catalysts. THE BOTTOM LINE In this escalating silver war, prices will solve the deficit through sky-high surges, rewarding those who act now. Seize the opportunity before the squeeze turns into a full-blown crisis—your future wealth depends on it. HT: YouTube Rohstoff Investor #SilverWar #SilverSqueeze #CommodityBoom #GoldSilverRatio #ResourceGeopolitics #MiningStocks #PreciousMetals

Mark

64,769 次观看 • 7 个月前

UPDATE: "WE ARE LIVING THROUGH HISTORY RIGHT NOW" - ED STEER ON THE SILVER CRISIS. 🚨 Precious metals expert Ed Steer just gave one of the most urgent interviews of the year. His message is clear: the 50-year price management scheme is ending. ✅ "The parabolic run was just the tip of the iceberg. The party is just getting started." The Driver: A Historic Short Squeeze. ➡️U.S. bullion banks have covered 29,000 COMEX short contracts since April. ➡️For the first time in history, they are now NET LONG silver. ➡️But they still hold a massive gross short position of 18,000 contracts. They are in a "lose-lose situation." 💥 "This is the beginning of Ted Butler's 'Bonfire of the Silver Shorts'... The shorts are in dire straits." The Unstoppable Physical Reality. ➡️We are entering the 6th consecutive year of a structural supply deficit. ➡️China's new export controls (effective Jan 1) require a license to ship silver out. They control ~60% of global refined supply. ➡️The Shanghai physical premium is 13.8% above COMEX. "They just can't refine it fast enough." Why This Isn't 1980 or 2011. ➡️ "This time it is totally different. This is a structural supply-demand deficit... It will be with us for 5, 10, 15 years." ➡️ "The silver needed to fill this deficit has yet to be discovered." On Price & Strategy: ➡️"A three-digit silver price... is going to put a lot of trading houses in insolvency immediately." ➡️$500/oz is "not unreasonable" and could become the new floor. ➡️"I have physical silver in a vault. I ain't going to be selling an ounce of it... It is pure wealth." ‼️"The silver needed to fill this deficit has yet to be discovered."‼️ Silver Miners: The "Bargain of the Century." ➡️They have horribly underperformed the metal (up only 1.14x vs. silver's 158% gain). ➡️"I have the impression... that there's somebody out there definitely suppressing the price..." The Bottom Line: The desperate short covering and the unbreakable physical deficit are colliding. The paper market's control is over. True price discovery is ahead. HT: YouTube - Commodity Culture Jesse Day #Silver #Gold #PreciousMetals #ShortSqueeze #COMEX #Markets #Investing #Bullion #Commodities #Finance
1:18

UPDATE: "WE ARE LIVING THROUGH HISTORY RIGHT NOW" - ED STEER ON THE SILVER CRISIS. 🚨 Precious metals expert Ed Steer just gave one of the most urgent interviews of the year. His message is clear: the 50-year price management scheme is ending. ✅ "The parabolic run was just the tip of the iceberg. The party is just getting started." The Driver: A Historic Short Squeeze. ➡️U.S. bullion banks have covered 29,000 COMEX short contracts since April. ➡️For the first time in history, they are now NET LONG silver. ➡️But they still hold a massive gross short position of 18,000 contracts. They are in a "lose-lose situation." 💥 "This is the beginning of Ted Butler's 'Bonfire of the Silver Shorts'... The shorts are in dire straits." The Unstoppable Physical Reality. ➡️We are entering the 6th consecutive year of a structural supply deficit. ➡️China's new export controls (effective Jan 1) require a license to ship silver out. They control ~60% of global refined supply. ➡️The Shanghai physical premium is 13.8% above COMEX. "They just can't refine it fast enough." Why This Isn't 1980 or 2011. ➡️ "This time it is totally different. This is a structural supply-demand deficit... It will be with us for 5, 10, 15 years." ➡️ "The silver needed to fill this deficit has yet to be discovered." On Price & Strategy: ➡️"A three-digit silver price... is going to put a lot of trading houses in insolvency immediately." ➡️$500/oz is "not unreasonable" and could become the new floor. ➡️"I have physical silver in a vault. I ain't going to be selling an ounce of it... It is pure wealth." ‼️"The silver needed to fill this deficit has yet to be discovered."‼️ Silver Miners: The "Bargain of the Century." ➡️They have horribly underperformed the metal (up only 1.14x vs. silver's 158% gain). ➡️"I have the impression... that there's somebody out there definitely suppressing the price..." The Bottom Line: The desperate short covering and the unbreakable physical deficit are colliding. The paper market's control is over. True price discovery is ahead. HT: YouTube - Commodity Culture Jesse Day #Silver #Gold #PreciousMetals #ShortSqueeze #COMEX #Markets #Investing #Bullion #Commodities #Finance

Mark

150,770 次观看 • 9 个月前

JOCHEN STAIGER'S BOLD CALL: SILVER TO $208, GOLD TO $10,150! Swiss precious metals expert Jochen Staiger announced his chart -based forecast in an interview shortly before the current rise in silver prices – and it's explosive. With silver recently dipping but still way up from last year's levels, he sees massive upside ahead. "This is cheap now," he says. Buckle up for his targets that could redefine the metals bull run. SILVER: FROM CURRENT LEVELS TO THE MOON ✅ Right now on the chart: around $74. ➡️ Next stop: about $164 soon. 🎯 By Christmas this year: $184 per ounce. 🔥 Then climbs to $208 – his chart target for 2027 at the latest. 💥 He even thinks we could hit these levels THIS YEAR. 📈 "We will see $200... possibly $300 in silver." THE $70 ZONE IS THE LAST BARGAIN ✅ Staiger calls $70 "cheap" for buying. ➡️ That's the level to hold – if it does, straight up to higher targets. 🤯 Remember: Silver was at $64 on December 3rd last year. 🔄 Now people cry "crash" after a pullback – but he says this is the gift. GOLD: STEPPING STONE TO FIVE-DIGIT TERRITORY ✅ Intermediate targets: $6000, then around $6780-$6880. ➡️ Next major leg: up to $7880. 🚀 Long-term chart vision: $10,150 by around 2029-2030. 📊 His previous $5600 call last year? Nailed it exactly. CHART CONFIRMATION & TIMING ✅ Point-and-figure charts look clean for both metals. ⚡ Possible last dip attempt around Chinese New Year (mid-Feb to early March). 🛡️ After that thin trading in Shanghai – could be final chance below $70 silver. 🌟 Technicals scream bullish – no major red flags. THE MINDSET SHIFT ✅ A year ago, $70 silver would have been laughable high. ➡️ Now it's viewed as a steal. 🔥 If COMEX breaks or fails, anything goes – even GameStop-style squeezes. 💡 "I close nothing out anymore." THE BOTTOM LINE Jochen Staiger's technical analysis paints a clear path: silver exploding toward $200+ this year or next, gold charging to $10k+ by decade's end – all backed by solid charts and a market that's only getting started. HT: YouTube philoro #Silver #Gold #PreciousMetals #BullMarket #Investing
1:47

JOCHEN STAIGER'S BOLD CALL: SILVER TO $208, GOLD TO $10,150! Swiss precious metals expert Jochen Staiger announced his chart -based forecast in an interview shortly before the current rise in silver prices – and it's explosive. With silver recently dipping but still way up from last year's levels, he sees massive upside ahead. "This is cheap now," he says. Buckle up for his targets that could redefine the metals bull run. SILVER: FROM CURRENT LEVELS TO THE MOON ✅ Right now on the chart: around $74. ➡️ Next stop: about $164 soon. 🎯 By Christmas this year: $184 per ounce. 🔥 Then climbs to $208 – his chart target for 2027 at the latest. 💥 He even thinks we could hit these levels THIS YEAR. 📈 "We will see $200... possibly $300 in silver." THE $70 ZONE IS THE LAST BARGAIN ✅ Staiger calls $70 "cheap" for buying. ➡️ That's the level to hold – if it does, straight up to higher targets. 🤯 Remember: Silver was at $64 on December 3rd last year. 🔄 Now people cry "crash" after a pullback – but he says this is the gift. GOLD: STEPPING STONE TO FIVE-DIGIT TERRITORY ✅ Intermediate targets: $6000, then around $6780-$6880. ➡️ Next major leg: up to $7880. 🚀 Long-term chart vision: $10,150 by around 2029-2030. 📊 His previous $5600 call last year? Nailed it exactly. CHART CONFIRMATION & TIMING ✅ Point-and-figure charts look clean for both metals. ⚡ Possible last dip attempt around Chinese New Year (mid-Feb to early March). 🛡️ After that thin trading in Shanghai – could be final chance below $70 silver. 🌟 Technicals scream bullish – no major red flags. THE MINDSET SHIFT ✅ A year ago, $70 silver would have been laughable high. ➡️ Now it's viewed as a steal. 🔥 If COMEX breaks or fails, anything goes – even GameStop-style squeezes. 💡 "I close nothing out anymore." THE BOTTOM LINE Jochen Staiger's technical analysis paints a clear path: silver exploding toward $200+ this year or next, gold charging to $10k+ by decade's end – all backed by solid charts and a market that's only getting started. HT: YouTube philoro #Silver #Gold #PreciousMetals #BullMarket #Investing

Mark

38,455 次观看 • 7 个月前

ED STEER "BONFIRE OF THE SHORTS" IGNITES, BUT MINING SHARS ARE HELD HOSTAGE 🎙️ Veteran analyst Ed Steer breaks down the shocking divergence between soaring silver and stagnant mining stocks. THE GLARING DISCONNECT ✅ Silver is at $93, up ~30% YTD and posting 5-7% daily gains. ❌ The SIL silver miners ETF is up only ~14% YTD. 📉 Hecla, Pan American, & First Majestic are flat or down on huge silver up days. ➡️ "The shares right now... we'd be looking at at least a double in every silver stock." THE ACTIVE SUPPRESSION THESIS ✅ Steer's verdict: Shares are being "actively managed" and suppressed. 🤔 Purpose? To prevent mainstream attention and capital flows. 🔍 Evidence: Physical ETFs (SLV/PSLV) track the metal's price perfectly; miners do not. 💎 "They're trying to keep people... in Amazon and all these other stocks." THE "BONFIRE OF THE SHORTS" IS HERE ➡️ This parabolic move is the "bonfire of the silver shorts" predicted by analyst Ted Butler. 🔥 With silver up $8 in two days, relentless margin calls are forcing short covering. 📈 "We're in a short squeeze they'll be talking about... hundreds of years from now." THE GEOPOLITICAL & MARKET SHIFT ✅ Price discovery is now driven by Shanghai (premium >$100), not just COMEX. 🛡️ Silver is remonetizing as the 50-year fiat experiment unwinds. ⚖️ "We are living through history... the precious metals are going to be money again." THE BOTTOM LINE FOR INVESTORS The extreme undervaluation of silver equities represents a monumental opportunity. The fundamentals demand prices at least 90-100% higher. When the suppression breaks, the catch-up rally could be explosive. HT: CapitalCosm YouTube CapitalCosm #Silver #Gold #MiningStocks #Investing #PreciousMetals #Markets #Finance #EdSteer #ShortSqueeze #Commodities
0:58

ED STEER "BONFIRE OF THE SHORTS" IGNITES, BUT MINING SHARS ARE HELD HOSTAGE 🎙️ Veteran analyst Ed Steer breaks down the shocking divergence between soaring silver and stagnant mining stocks. THE GLARING DISCONNECT ✅ Silver is at $93, up ~30% YTD and posting 5-7% daily gains. ❌ The SIL silver miners ETF is up only ~14% YTD. 📉 Hecla, Pan American, & First Majestic are flat or down on huge silver up days. ➡️ "The shares right now... we'd be looking at at least a double in every silver stock." THE ACTIVE SUPPRESSION THESIS ✅ Steer's verdict: Shares are being "actively managed" and suppressed. 🤔 Purpose? To prevent mainstream attention and capital flows. 🔍 Evidence: Physical ETFs (SLV/PSLV) track the metal's price perfectly; miners do not. 💎 "They're trying to keep people... in Amazon and all these other stocks." THE "BONFIRE OF THE SHORTS" IS HERE ➡️ This parabolic move is the "bonfire of the silver shorts" predicted by analyst Ted Butler. 🔥 With silver up $8 in two days, relentless margin calls are forcing short covering. 📈 "We're in a short squeeze they'll be talking about... hundreds of years from now." THE GEOPOLITICAL & MARKET SHIFT ✅ Price discovery is now driven by Shanghai (premium >$100), not just COMEX. 🛡️ Silver is remonetizing as the 50-year fiat experiment unwinds. ⚖️ "We are living through history... the precious metals are going to be money again." THE BOTTOM LINE FOR INVESTORS The extreme undervaluation of silver equities represents a monumental opportunity. The fundamentals demand prices at least 90-100% higher. When the suppression breaks, the catch-up rally could be explosive. HT: CapitalCosm YouTube CapitalCosm #Silver #Gold #MiningStocks #Investing #PreciousMetals #Markets #Finance #EdSteer #ShortSqueeze #Commodities

Mark

26,303 次观看 • 8 个月前

KERRY LANDIS' BOLD 2026 CALL: SILVER and HYDROGRAPH NECK-AND-NECK FOR TOP PERFORMER🔥 Nuclear engineer, businessman, and HydroGraph board member Kerry Landis just shared a powerful macro outlook and investment roadmap in his latest interview with Jay Taylor. Debt crises, war cycles, and massive demand shifts are pushing precious metals higher—especially silver and silver miners—while one breakthrough tech graphene play stands out as a potential monster performer: THE MACRO WARNING: STAGFLATION + DEBT + WAR CYCLES ✅ Stagflation is here: unemployment rising, GDP stuck around 2.5%, uncertain rates. 🌍 Unsustainable global debt—China dumping Treasuries, Europe facing collapse soon. ⚠️ Governments need excuses: "War is a very convenient scapegoat" for defaults. SAFE HAVEN FLOWS: U.S. & PHYSICAL ASSETS WIN ✅ U.S. still safest haven—money pouring in supports stocks for now. 💰 Trust in fiat crumbling: rotation into gold, silver, and real estate accelerating. 📈 Physical demand breaking paper markets wide open. SILVER'S TRANSFORMATION: $200–$500 "NEW NORMAL" ✅ Chronic deficits 5+ years—no new mines, recycling tough from tech/military uses. 🔥 Explosive demand: solar, EVs, AI/5G/6G, strategic military reserves. 🇨🇳 China export curbs + Samsung/Tesla stockpiling—physical premiums hit $10+ over paper. 📊 Banks flipped from massive shorts to net long after surprise deliveries. THE ENDEAVOUR SILVER MATH: 10X POTENTIAL THIS YEAR ALONE ✅ Endeavour Silver projects ~15 million oz silver equivalent production in 2026. 💰 All-in sustaining cost around $28/oz. ✅ Using Michael Oliver's low-end "new normal" of $228 silver → $200 profit per oz. 📈 That delivers ~$3 billion in earnings. 🏦 At 10x PE multiple → $30 billion market cap. 🔢 With ~300 million shares → potential $100 stock price (from current ~$12 levels). 🚀 Double the math at $428 silver—and call options amplify upside massively. MINERS LAGGING: HUGE CATCH-UP COMING ✅ Margins were thin at $15 silver—now at $95+ they're exploding. 💥 Wall Street still prices in old low prices → producers undervalued badly. ➡️ Producers cash-flow first, then fund and acquire juniors. HYDROGRAPH CLEAN POWER: NECK-AND-NECK WITH SILVER FOR 2026 ✅ Kerry (now board member): "Every bit as confident" after full facility inspection. 📦 Inventory building, new Hyperion units by Feb, Austin lab Q1/Q2, Texas scale-up soon. 🤝 Tier-1 GEIC access, U.S. Army interest, $20M raise gone in <1 day. 🔥 "Nearing expanded commercialization... ready to be rerated" as full commercial this year. THE BOTTOM LINE Kerry Landis sees silver breaking into a historic $200–$500 range driven by impossible demand and broken paper suppression—while miners like Endeavour show 10x+ potential—and HydroGraph positions for a parallel breakout in the graphene revolution. The window for outsized gains in precious metals and next-gen materials is wide open—don't sleep on 2026. $HGRAF Current personal portfolio for this commodity supercycle:👉 HT: Jay Taylor YouTube Jay Taylor Media Kevin Bambrough #Silver #Gold #MiningStocks #HydroGraph #Graphene #Commodities #Investing2026 #PreciousMetals
2:07

KERRY LANDIS' BOLD 2026 CALL: SILVER and HYDROGRAPH NECK-AND-NECK FOR TOP PERFORMER🔥 Nuclear engineer, businessman, and HydroGraph board member Kerry Landis just shared a powerful macro outlook and investment roadmap in his latest interview with Jay Taylor. Debt crises, war cycles, and massive demand shifts are pushing precious metals higher—especially silver and silver miners—while one breakthrough tech graphene play stands out as a potential monster performer: THE MACRO WARNING: STAGFLATION + DEBT + WAR CYCLES ✅ Stagflation is here: unemployment rising, GDP stuck around 2.5%, uncertain rates. 🌍 Unsustainable global debt—China dumping Treasuries, Europe facing collapse soon. ⚠️ Governments need excuses: "War is a very convenient scapegoat" for defaults. SAFE HAVEN FLOWS: U.S. & PHYSICAL ASSETS WIN ✅ U.S. still safest haven—money pouring in supports stocks for now. 💰 Trust in fiat crumbling: rotation into gold, silver, and real estate accelerating. 📈 Physical demand breaking paper markets wide open. SILVER'S TRANSFORMATION: $200–$500 "NEW NORMAL" ✅ Chronic deficits 5+ years—no new mines, recycling tough from tech/military uses. 🔥 Explosive demand: solar, EVs, AI/5G/6G, strategic military reserves. 🇨🇳 China export curbs + Samsung/Tesla stockpiling—physical premiums hit $10+ over paper. 📊 Banks flipped from massive shorts to net long after surprise deliveries. THE ENDEAVOUR SILVER MATH: 10X POTENTIAL THIS YEAR ALONE ✅ Endeavour Silver projects ~15 million oz silver equivalent production in 2026. 💰 All-in sustaining cost around $28/oz. ✅ Using Michael Oliver's low-end "new normal" of $228 silver → $200 profit per oz. 📈 That delivers ~$3 billion in earnings. 🏦 At 10x PE multiple → $30 billion market cap. 🔢 With ~300 million shares → potential $100 stock price (from current ~$12 levels). 🚀 Double the math at $428 silver—and call options amplify upside massively. MINERS LAGGING: HUGE CATCH-UP COMING ✅ Margins were thin at $15 silver—now at $95+ they're exploding. 💥 Wall Street still prices in old low prices → producers undervalued badly. ➡️ Producers cash-flow first, then fund and acquire juniors. HYDROGRAPH CLEAN POWER: NECK-AND-NECK WITH SILVER FOR 2026 ✅ Kerry (now board member): "Every bit as confident" after full facility inspection. 📦 Inventory building, new Hyperion units by Feb, Austin lab Q1/Q2, Texas scale-up soon. 🤝 Tier-1 GEIC access, U.S. Army interest, $20M raise gone in <1 day. 🔥 "Nearing expanded commercialization... ready to be rerated" as full commercial this year. THE BOTTOM LINE Kerry Landis sees silver breaking into a historic $200–$500 range driven by impossible demand and broken paper suppression—while miners like Endeavour show 10x+ potential—and HydroGraph positions for a parallel breakout in the graphene revolution. The window for outsized gains in precious metals and next-gen materials is wide open—don't sleep on 2026. $HGRAF Current personal portfolio for this commodity supercycle:👉 HT: Jay Taylor YouTube Jay Taylor Media Kevin Bambrough #Silver #Gold #MiningStocks #HydroGraph #Graphene #Commodities #Investing2026 #PreciousMetals

Mark

15,005 次观看 • 8 个月前

SILVER'S EPIC BREAKOUT: THE 45-YEAR BULL IS JUST STARTING Silver has shattered a 45-year consolidation, surging from $50 to $120 before pulling back to $73. Analyst Christopher Aaron sees this as the launchpad for massive gains ahead, drawing parallels to other commodities' historic runs. THE BIG PICTURE BREAKOUT ✅ Silver's 45-year base from 1980 is the longest in commodity history. ➡️ After breaking $50 three months ago, it doubled quickly—but that's just the beginning. ➡️ "The longer the base, the higher the move," Aaron explains, likening it to building a strong foundation for explosive growth. COMPARING TO OTHER COMMODITIES ✅ Gold, copper, oil, platinum, and palladium broke their 1980 peaks decades ago and averaged a triple in four years. ➡️ Silver's consolidation was twice as long, so expect even bigger upside. ❓ If others tripled after 20-28 years, why would silver fizzle after 45 years and only a double? PRICE OUTLOOK: MID-TRIPLE DIGITS ➡️ Aaron targets $250-$350 for silver in the next few years. ➡️ That's based on historical cycles—gold's 7x from its 1980 peak implies similar for silver. 📊 "This market's going to need to consolidate above $50, then round up dramatically." BUYING THE DIP STRATEGY ✅ For physical silver stackers: Average in now at $70s or if it dips to $60s/upper $50s. 🚫 Avoid buying during parabolic spikes when sentiment screams "it can't go lower." ➡️ "You want to be making your final purchases below $100 before silver goes well over." SILVER STOCKS: DEVELOPERS & EXPLORERS SHINE ✅ Focus on undervalued developers with defined deposits—still trading at 1/100th of above-ground silver value. ➡️ Examples like Equity Metals' 85M oz Silver Queen show huge appreciation potential to 5% of spot price. MANIPULATION REALITY CHECK ✅ Spoofing and slams happen—banks like Deutsche got fined, but it's slap-on-wrist stuff. 🤔 All markets are distorted by central banks controlling money's value since 1913. ⚖️ "Markets win in the long run. Play in the ocean with turbulence or hide in manipulated cash." DOW-TO-GOLD RATIO SIGNALS ✅ The ratio's "fourth turning" broke in favor of gold, implying 90% Dow decline vs. gold—or gold to $9,00 📉 After 10 years of sideways, gold outperformed Dow by 150% in the last year alone. 🌟 This puts wind at precious metals' backs for years ahead. PGMS AND THE COMING MANIA ✅ Platinum hit new highs; palladium could buy low at $1,200-1,300 for long-term gains. ➡️ But gold/silver lead—palladium won't match their performance. ➡️ The cycle ends in mania, not subtly: "If you think recent spikes were crazy, wait until the end." THE BOTTOM LINE Silver's historic breakout signals a multi-year bull run to triple digits, offering smart investors prime buying dips now before the inevitable mania unleashes unprecedented highs. Current personal portfolio for this commodity supercycle: HT: YouTube Investing News InvestingNewsNetwork Christopher Aaron #SilverBull #PreciousMetals #CommodityBoom #InvestingWisdom #MarketCycles
1:30

SILVER'S EPIC BREAKOUT: THE 45-YEAR BULL IS JUST STARTING Silver has shattered a 45-year consolidation, surging from $50 to $120 before pulling back to $73. Analyst Christopher Aaron sees this as the launchpad for massive gains ahead, drawing parallels to other commodities' historic runs. THE BIG PICTURE BREAKOUT ✅ Silver's 45-year base from 1980 is the longest in commodity history. ➡️ After breaking $50 three months ago, it doubled quickly—but that's just the beginning. ➡️ "The longer the base, the higher the move," Aaron explains, likening it to building a strong foundation for explosive growth. COMPARING TO OTHER COMMODITIES ✅ Gold, copper, oil, platinum, and palladium broke their 1980 peaks decades ago and averaged a triple in four years. ➡️ Silver's consolidation was twice as long, so expect even bigger upside. ❓ If others tripled after 20-28 years, why would silver fizzle after 45 years and only a double? PRICE OUTLOOK: MID-TRIPLE DIGITS ➡️ Aaron targets $250-$350 for silver in the next few years. ➡️ That's based on historical cycles—gold's 7x from its 1980 peak implies similar for silver. 📊 "This market's going to need to consolidate above $50, then round up dramatically." BUYING THE DIP STRATEGY ✅ For physical silver stackers: Average in now at $70s or if it dips to $60s/upper $50s. 🚫 Avoid buying during parabolic spikes when sentiment screams "it can't go lower." ➡️ "You want to be making your final purchases below $100 before silver goes well over." SILVER STOCKS: DEVELOPERS & EXPLORERS SHINE ✅ Focus on undervalued developers with defined deposits—still trading at 1/100th of above-ground silver value. ➡️ Examples like Equity Metals' 85M oz Silver Queen show huge appreciation potential to 5% of spot price. MANIPULATION REALITY CHECK ✅ Spoofing and slams happen—banks like Deutsche got fined, but it's slap-on-wrist stuff. 🤔 All markets are distorted by central banks controlling money's value since 1913. ⚖️ "Markets win in the long run. Play in the ocean with turbulence or hide in manipulated cash." DOW-TO-GOLD RATIO SIGNALS ✅ The ratio's "fourth turning" broke in favor of gold, implying 90% Dow decline vs. gold—or gold to $9,00 📉 After 10 years of sideways, gold outperformed Dow by 150% in the last year alone. 🌟 This puts wind at precious metals' backs for years ahead. PGMS AND THE COMING MANIA ✅ Platinum hit new highs; palladium could buy low at $1,200-1,300 for long-term gains. ➡️ But gold/silver lead—palladium won't match their performance. ➡️ The cycle ends in mania, not subtly: "If you think recent spikes were crazy, wait until the end." THE BOTTOM LINE Silver's historic breakout signals a multi-year bull run to triple digits, offering smart investors prime buying dips now before the inevitable mania unleashes unprecedented highs. Current personal portfolio for this commodity supercycle: HT: YouTube Investing News InvestingNewsNetwork Christopher Aaron #SilverBull #PreciousMetals #CommodityBoom #InvestingWisdom #MarketCycles

Mark

31,713 次观看 • 7 个月前

JIM ROGERS' URGENT WARNING: DON'T SELL YOUR SILVER & GOLD! Legendary investor Jim Rogers, speaking from Singapore in a fresh February 2026 interview, drops timeless wisdom amid massive money printing and currency debasement fears. His clear message? Protect yourself with real assets—because history proves it works. THE BIG PICTURE: MONEY PRINTING IS EVERYWHERE ✅ There's been a gigantic amount of money printing all over the world. ➡️ Many people know this and are protecting themselves from currency debasement. ➡️ Historically, that protection has always included metals like gold, silver, copper, and more. WHY METALS ARE THE GO-TO HEDGE ➡️ When currencies get debased, people turn to real assets for safety. ➡️ This includes silver, gold, nickel, copper—even oil and wheat in tough times. ➡️ Rogers reminds us: "For a few hundred years... people need a way to protect themselves and... that has included silver and gold." THE HISTORICAL PROOF – EVEN BIBLICAL ✅ Rogers points straight back: "Jesus Christ was sold for 30 pieces of silver because even then... silver was extremely important and extremely valuable." ⚡ The lesson? Silver has been prized for thousands of years—and it always will be. HIS PERSONAL STANCE: HOLD AND BUY DIPS ✅ "I still own silver. I still own gold. I have not sold any." ➡️ On corrections: "If they go down, I hope I'm smart enough to buy more." 🔄 He bought more recently during drops and hopes his children inherit his stack someday. DON'T SELL – NO MATTER WHAT ✅ "Don't sell your silver. Don't sell your gold." ❌ He's not pushing everyone to buy right now—just sharing facts: those who needed protection historically used these metals. 💡 "I'm not advocating we all go out and buy... I'm just telling you that historically those have been the facts." THE BOTTOM LINE In a world of endless printing, endless protection needs, and endless volatility, Jim Rogers keeps it simple: real assets like silver and gold stand the test of time—hold tight, buy weakness if you can, and never let go. HT: YouTube CapitalCosm CapitalCosm #Silver #Gold #JimRogers #PreciousMetals #InflationHedge #Stacking
0:31

JIM ROGERS' URGENT WARNING: DON'T SELL YOUR SILVER & GOLD! Legendary investor Jim Rogers, speaking from Singapore in a fresh February 2026 interview, drops timeless wisdom amid massive money printing and currency debasement fears. His clear message? Protect yourself with real assets—because history proves it works. THE BIG PICTURE: MONEY PRINTING IS EVERYWHERE ✅ There's been a gigantic amount of money printing all over the world. ➡️ Many people know this and are protecting themselves from currency debasement. ➡️ Historically, that protection has always included metals like gold, silver, copper, and more. WHY METALS ARE THE GO-TO HEDGE ➡️ When currencies get debased, people turn to real assets for safety. ➡️ This includes silver, gold, nickel, copper—even oil and wheat in tough times. ➡️ Rogers reminds us: "For a few hundred years... people need a way to protect themselves and... that has included silver and gold." THE HISTORICAL PROOF – EVEN BIBLICAL ✅ Rogers points straight back: "Jesus Christ was sold for 30 pieces of silver because even then... silver was extremely important and extremely valuable." ⚡ The lesson? Silver has been prized for thousands of years—and it always will be. HIS PERSONAL STANCE: HOLD AND BUY DIPS ✅ "I still own silver. I still own gold. I have not sold any." ➡️ On corrections: "If they go down, I hope I'm smart enough to buy more." 🔄 He bought more recently during drops and hopes his children inherit his stack someday. DON'T SELL – NO MATTER WHAT ✅ "Don't sell your silver. Don't sell your gold." ❌ He's not pushing everyone to buy right now—just sharing facts: those who needed protection historically used these metals. 💡 "I'm not advocating we all go out and buy... I'm just telling you that historically those have been the facts." THE BOTTOM LINE In a world of endless printing, endless protection needs, and endless volatility, Jim Rogers keeps it simple: real assets like silver and gold stand the test of time—hold tight, buy weakness if you can, and never let go. HT: YouTube CapitalCosm CapitalCosm #Silver #Gold #JimRogers #PreciousMetals #InflationHedge #Stacking

Mark

138,167 次观看 • 7 个月前

India is quietly preparing for the coming precious metals order in which LBMA/COMEX is less relevant for pricing. SEBI’s February 26, 2026 circular (HO/(68)2026-IMD-POD-2/I/5780/2026) may appear as a routine technical update ,but I see it as a strategic signal of how India is positioning itself in a changing global commodities landscape. Effective April 1, 2026, every mutual fund and ETF holding physical gold or silver must stop using the London LBMA AM fixing price + manual adjustments for duty, currency conversion, transport, taxes, and notional premiums/discounts. Instead, they must value physical holdings using the polled domestic spot prices published by recognized Indian stock exchanges primarily the MCX polled spot price (the exact same benchmark used for final settlement of physically delivered gold and silver derivatives contracts). Official reason: “to reflect domestic market conditions and ensure uniformity in valuation practices.” My deeper macro interpretation: India is quietly preparing for the coming precious metals order in which LBMA/COMEX is less relevant for pricing. We have already witnessed live previews of this decoupling. In October 2025 and again in January–February 2026, India’s MCX polled prices ran at massive premiums over LBMA far beyond the normal 15% import duty effect. The core driver was acute physical non-availability: depleting stocks at refiners, jewelers, and dealers amid explosive demand. London arbitrage simply could not deliver metal fast enough. The price of “metal you can actually take delivery of today in India” completely decoupled from international benchmarks. The Silver Market Has Become Exceptionally Tight — Here’s Exactly How Severe It Has Gotten (2025–2026) The silver market is now heading into its sixth consecutive year of structural supply deficit in 2026. According to the Silver Institute’s preliminary outlook (released February 2026, based on Metals Focus data): - Projected 2026 deficit: 67 million ounces. - 2025 deficit: even larger at ~95 million ounces (some estimates from J.P. Morgan and others put it between 117–230 million ounces depending on inventory draw calculations). - Cumulative 5-year deficit (2021–2025): over 800 million ounces roughly an entire year of global mine production. This is not a temporary imbalance. It is deeply structural, and the tightness is intensifying. Key drivers making the silver market so tight: 1. Exploding structural industrial demand (now ~55–60% of total silver use) Silver is irreplaceable due to its unmatched conductivity, thermal properties, and corrosion resistance. Demand is surging from: - Solar PV: Despite some thrifting (using less silver per panel), global installations keep rising aggressively. - Electric Vehicles (EVs) & charging infrastructure: An EV uses 67–79% more silver than a traditional ICE vehicle (25–50 grams per EV on average). EVs are forecast to overtake ICE vehicles as the main source of automotive silver demand by 2027. - AI, data centers & electronics: Massive growth in connectors, circuits, thermal management, and power systems. AI infrastructure alone is adding huge incremental demand. 2. Extremely slow supply response Total global supply in 2026 is forecast to rise only +1.5% to a decade-high of 1.05 billion ounces. Mine production grows just +1% to 820 million ounces. Why? Silver is overwhelmingly a **by-product** of copper, lead, and zinc mining — new supply does not ramp quickly even at higher prices. 3. China’s strategic export controls (the geopolitical kicker) China controls 60–70% of global refined silver supply. From January 1, 2026, it imposed a formal export licensing regime. Only 44 companies are approved to export silver for the 2026–2027 period (a massive reduction from previous market participants). Silver has effectively been reclassified as a strategic material (alongside tungsten and antimony) to protect domestic needs for green energy, EVs, electronics, and defense. Exports are expected to drop sharply, creating 2,000+ tonnes of annual shortage for Western buyers and adding permanent friction to global physical flows. Result: Above-ground inventories worldwide are under sustained pressure. COMEX, LBMA, and Shanghai stocks have repeatedly hit multi-year lows. Lease rates have climbed. Physical premiums have become volatile and extreme. India one of the world’s largest silver consumers, felt this pain acutely. Silver imports exploded in 2025 (up dramatically year-on-year, with some months showing 300–500% spikes), yet local stocks still depleted rapidly during festivals and hoarding periods, pushing MCX premiums to multi-year highs. Why This SEBI Move Is Strategic Preparation By mandating the MCX polled domestic price from April 1, 2026, SEBI is ensuring that Gold & Silver ETF NAVs (Nippon India Gold BeES, HDFC Gold ETF, SBI Gold ETF, ICICI Pru Silver ETF, etc.) automatically capture: - Real-time physical stock tightness in India - Immediate availability (or scarcity) of metal - Any future import/export frictions or strategic restrictions - True local replacement cost — even when global paper benchmarks diverge In a world where physical flows are becoming politicized and constrained, relying on LBMA/COMEX (driven heavily by paper trading and Western liquidity) risks significant mispricing for Indian investors. This is no longer just “better uniformity.” This is India quietly future-proofing its financial products for a more fragmented, physical-first precious metals regime — one where **domestic availability and policy risks** will increasingly dictate the price that actually matters. For investors: cleaner, more accurate NAVs + stronger protection against exactly the physical and geopolitical risks we are already seeing in silver. The official language is neutral. But the shift from London to MCX polled pricing is one of the most under-appreciated macro moves happening in commodities right now. LBMA and COMEX will still influence the global trend, but in the coming order, they may matter less and less for actual pricing in India.
2:45

India is quietly preparing for the coming precious metals order in which LBMA/COMEX is less relevant for pricing. SEBI’s February 26, 2026 circular (HO/(68)2026-IMD-POD-2/I/5780/2026) may appear as a routine technical update ,but I see it as a strategic signal of how India is positioning itself in a changing global commodities landscape. Effective April 1, 2026, every mutual fund and ETF holding physical gold or silver must stop using the London LBMA AM fixing price + manual adjustments for duty, currency conversion, transport, taxes, and notional premiums/discounts. Instead, they must value physical holdings using the polled domestic spot prices published by recognized Indian stock exchanges primarily the MCX polled spot price (the exact same benchmark used for final settlement of physically delivered gold and silver derivatives contracts). Official reason: “to reflect domestic market conditions and ensure uniformity in valuation practices.” My deeper macro interpretation: India is quietly preparing for the coming precious metals order in which LBMA/COMEX is less relevant for pricing. We have already witnessed live previews of this decoupling. In October 2025 and again in January–February 2026, India’s MCX polled prices ran at massive premiums over LBMA far beyond the normal 15% import duty effect. The core driver was acute physical non-availability: depleting stocks at refiners, jewelers, and dealers amid explosive demand. London arbitrage simply could not deliver metal fast enough. The price of “metal you can actually take delivery of today in India” completely decoupled from international benchmarks. The Silver Market Has Become Exceptionally Tight — Here’s Exactly How Severe It Has Gotten (2025–2026) The silver market is now heading into its sixth consecutive year of structural supply deficit in 2026. According to the Silver Institute’s preliminary outlook (released February 2026, based on Metals Focus data): - Projected 2026 deficit: 67 million ounces. - 2025 deficit: even larger at ~95 million ounces (some estimates from J.P. Morgan and others put it between 117–230 million ounces depending on inventory draw calculations). - Cumulative 5-year deficit (2021–2025): over 800 million ounces roughly an entire year of global mine production. This is not a temporary imbalance. It is deeply structural, and the tightness is intensifying. Key drivers making the silver market so tight: 1. Exploding structural industrial demand (now ~55–60% of total silver use) Silver is irreplaceable due to its unmatched conductivity, thermal properties, and corrosion resistance. Demand is surging from: - Solar PV: Despite some thrifting (using less silver per panel), global installations keep rising aggressively. - Electric Vehicles (EVs) & charging infrastructure: An EV uses 67–79% more silver than a traditional ICE vehicle (25–50 grams per EV on average). EVs are forecast to overtake ICE vehicles as the main source of automotive silver demand by 2027. - AI, data centers & electronics: Massive growth in connectors, circuits, thermal management, and power systems. AI infrastructure alone is adding huge incremental demand. 2. Extremely slow supply response Total global supply in 2026 is forecast to rise only +1.5% to a decade-high of 1.05 billion ounces. Mine production grows just +1% to 820 million ounces. Why? Silver is overwhelmingly a **by-product** of copper, lead, and zinc mining — new supply does not ramp quickly even at higher prices. 3. China’s strategic export controls (the geopolitical kicker) China controls 60–70% of global refined silver supply. From January 1, 2026, it imposed a formal export licensing regime. Only 44 companies are approved to export silver for the 2026–2027 period (a massive reduction from previous market participants). Silver has effectively been reclassified as a strategic material (alongside tungsten and antimony) to protect domestic needs for green energy, EVs, electronics, and defense. Exports are expected to drop sharply, creating 2,000+ tonnes of annual shortage for Western buyers and adding permanent friction to global physical flows. Result: Above-ground inventories worldwide are under sustained pressure. COMEX, LBMA, and Shanghai stocks have repeatedly hit multi-year lows. Lease rates have climbed. Physical premiums have become volatile and extreme. India one of the world’s largest silver consumers, felt this pain acutely. Silver imports exploded in 2025 (up dramatically year-on-year, with some months showing 300–500% spikes), yet local stocks still depleted rapidly during festivals and hoarding periods, pushing MCX premiums to multi-year highs. Why This SEBI Move Is Strategic Preparation By mandating the MCX polled domestic price from April 1, 2026, SEBI is ensuring that Gold & Silver ETF NAVs (Nippon India Gold BeES, HDFC Gold ETF, SBI Gold ETF, ICICI Pru Silver ETF, etc.) automatically capture: - Real-time physical stock tightness in India - Immediate availability (or scarcity) of metal - Any future import/export frictions or strategic restrictions - True local replacement cost — even when global paper benchmarks diverge In a world where physical flows are becoming politicized and constrained, relying on LBMA/COMEX (driven heavily by paper trading and Western liquidity) risks significant mispricing for Indian investors. This is no longer just “better uniformity.” This is India quietly future-proofing its financial products for a more fragmented, physical-first precious metals regime — one where **domestic availability and policy risks** will increasingly dictate the price that actually matters. For investors: cleaner, more accurate NAVs + stronger protection against exactly the physical and geopolitical risks we are already seeing in silver. The official language is neutral. But the shift from London to MCX polled pricing is one of the most under-appreciated macro moves happening in commodities right now. LBMA and COMEX will still influence the global trend, but in the coming order, they may matter less and less for actual pricing in India.

Macro Liquidity by Sunil Reddy

17,297 次观看 • 7 个月前

SWISS EXPERT JOCHEN STAIGER: THE BIGGEST SILVER BETRAYAL EVER – AND WHY $184+ IS STILL COMING In a raw, no-holds-barred interview after the historic crash, Silver Expert Jochen Staiger calls out the January 30, 2026 silver plunge as outright fraud. From manipulation claims to the shift to Asia, here's the unfiltered truth shaking the precious metals world. THE CRASH OF JANUARY 30: BIGGEST SINCE 1980 ➡️ Silver plunged over 30% in one brutal day – from peaks above $120 down to the $70s. ➡️ Jochen calls it "the biggest $100 billion fraud of all time" – no limits down, regulators silent. ➡️ It started right after London fixing at 15:12 CET, then $26 drop in 180 minutes. "Total madness, I've never seen anything like it." THE MANIPULATION FINGER POINTS TO JP MORGAN & COMEX ➡️ JP Morgan closed massive shorts exactly at the bottom – after past $900M+ fines for silver spoofing. ➡️ COMEX ignored circuit breakers on a thin Friday trade. "High criminal" in Jochen's eyes. "Crimex" – that's what he now calls it. Paper traded 1.83 billion ounces that day – zero physical moved. THE EAST-WEST DIVIDE: ASIA TAKES CONTROL ✅ Shanghai premiums exploded to 40%+ while COMEX crashed. ➡️ China cracked down hard on naked shorts (banned traders, 180 cases ongoing). "They did what regulators are paid for." 📍 "Asia will set the price for sure" – LBMA and COMEX fading fast. THE PHYSICAL REALITY: EMPTY VAULTS AHEAD? ➡️ COMEX registered silver dropping fast – down to low levels, potential March delivery squeeze. ➡️ China warrant gold surged from 5 to 105 tons – prepping for massive deliveries. ➡️ "If it goes under 50M oz, force majeure – then the exchange is done." JOCHEN'S BOLD TARGETS FOR 2026 & BEYOND ➡️ Silver: $184 by Christmas, possibly $200–300 on default. ➡️ Longer term (12–15 months): $208+. ➡️ Gold: $6,000–6,200 this year, up to $10,150 eventually. ANLEGERTIP FROM THE PRO: STAY STRONG & BUY DIPS ✅ Physical silver never spoils – "The ounce stays an ounce." ➡️ Buy more on pullbacks, average down. "If convinced, add when cheaper – no pain." ➡️Volatility stays high (Year of the Fire Horse), but this is wealth protection, not speculation. THE BOTTOM LINE Jochen sees the crash as desperate suppression failing against exploding physical demand and Asia's rise – the real silver revolution is just starting, and patient holders win big. #Silver #Gold #PreciousMetals #Manipulation #SilverSqueeze #Investing #WealthProtection
1:52

SWISS EXPERT JOCHEN STAIGER: THE BIGGEST SILVER BETRAYAL EVER – AND WHY $184+ IS STILL COMING In a raw, no-holds-barred interview after the historic crash, Silver Expert Jochen Staiger calls out the January 30, 2026 silver plunge as outright fraud. From manipulation claims to the shift to Asia, here's the unfiltered truth shaking the precious metals world. THE CRASH OF JANUARY 30: BIGGEST SINCE 1980 ➡️ Silver plunged over 30% in one brutal day – from peaks above $120 down to the $70s. ➡️ Jochen calls it "the biggest $100 billion fraud of all time" – no limits down, regulators silent. ➡️ It started right after London fixing at 15:12 CET, then $26 drop in 180 minutes. "Total madness, I've never seen anything like it." THE MANIPULATION FINGER POINTS TO JP MORGAN & COMEX ➡️ JP Morgan closed massive shorts exactly at the bottom – after past $900M+ fines for silver spoofing. ➡️ COMEX ignored circuit breakers on a thin Friday trade. "High criminal" in Jochen's eyes. "Crimex" – that's what he now calls it. Paper traded 1.83 billion ounces that day – zero physical moved. THE EAST-WEST DIVIDE: ASIA TAKES CONTROL ✅ Shanghai premiums exploded to 40%+ while COMEX crashed. ➡️ China cracked down hard on naked shorts (banned traders, 180 cases ongoing). "They did what regulators are paid for." 📍 "Asia will set the price for sure" – LBMA and COMEX fading fast. THE PHYSICAL REALITY: EMPTY VAULTS AHEAD? ➡️ COMEX registered silver dropping fast – down to low levels, potential March delivery squeeze. ➡️ China warrant gold surged from 5 to 105 tons – prepping for massive deliveries. ➡️ "If it goes under 50M oz, force majeure – then the exchange is done." JOCHEN'S BOLD TARGETS FOR 2026 & BEYOND ➡️ Silver: $184 by Christmas, possibly $200–300 on default. ➡️ Longer term (12–15 months): $208+. ➡️ Gold: $6,000–6,200 this year, up to $10,150 eventually. ANLEGERTIP FROM THE PRO: STAY STRONG & BUY DIPS ✅ Physical silver never spoils – "The ounce stays an ounce." ➡️ Buy more on pullbacks, average down. "If convinced, add when cheaper – no pain." ➡️Volatility stays high (Year of the Fire Horse), but this is wealth protection, not speculation. THE BOTTOM LINE Jochen sees the crash as desperate suppression failing against exploding physical demand and Asia's rise – the real silver revolution is just starting, and patient holders win big. #Silver #Gold #PreciousMetals #Manipulation #SilverSqueeze #Investing #WealthProtection

Mark

71,623 次观看 • 7 个月前

DAVID HUNTER'S MEGA BULL CALL: GOLD TO $6,800 & SILVER TO $180 IN 2026 Legendary macro strategist David Hunter, with over 50 years on Wall Street, just dropped his boldest update yet on precious metals and commodities. Amid a final market melt-up, he's seeing explosive upside for gold, silver, miners, and the broader commodity sector—before a major bust hits. THE SHORT-TERM MELT-UP TARGETS ➡️ Gold now targeted at $6,800 (raised from $5,500 during recent weakness). ➡️ Silver jumped to $180 (up from $125, with prior calls like $75 already crushed). ➡️ These levels could hit as early as summer 2026 or sooner in a parabolic surge. WHY HE KEEPS RAISING TARGETS ➡️ Hunter upgrades during pullbacks, not rallies—classic contrarian conviction. ➡️ "I've raised them a few times... I tend to do it not with momentum, but the opposite." ➡️ Metals have been resilient outliers, and this leg looks vertical ahead. THE MINERS & COMMODITIES BOOST ➡️ Mining ETFs get huge lifts: GDX to $180, GDXJ to $250, SIL to $220, SILJ to $90. ➡️ Post-bust world flips to a massive commodity supercycle—reshoring, infrastructure rebuild, AI power needs. 🌟 Energy, copper, oil join the party: Oil could crash to $30 then rocket to $500; copper potentially to $20+ long-term. THE BIGGER PICTURE: BUST THEN BOOM ➡️ Near-term: Final equities melt-up, then deflationary bust (12-18 months) crushes everything—including 30-70% drops in metals. ➡️ But coming out: Hyperinflation era drives gold potentially to $20,000+, silver to $500-$1,000, commodities explode on supply shortages. ⚡ "The next cycle is going to be huge... commodities, industrial stocks, energy at the top of the list." THE BOTTOM LINE David Hunter sees 2026 as the wild climax for gold, silver, and miners in the melt-up phase—followed by pain, then an epic commodity-led rebirth that could redefine wealth in the inflationary aftermath. HT: YouTube Pinnacle Digest Pinnacle Digest David Hunter Current personal portfolio for this commodity supercycle: #Gold #Silver #PreciousMetals #Commodities #Miners #DavidHunter #MacroForecast #Investing
1:10

DAVID HUNTER'S MEGA BULL CALL: GOLD TO $6,800 & SILVER TO $180 IN 2026 Legendary macro strategist David Hunter, with over 50 years on Wall Street, just dropped his boldest update yet on precious metals and commodities. Amid a final market melt-up, he's seeing explosive upside for gold, silver, miners, and the broader commodity sector—before a major bust hits. THE SHORT-TERM MELT-UP TARGETS ➡️ Gold now targeted at $6,800 (raised from $5,500 during recent weakness). ➡️ Silver jumped to $180 (up from $125, with prior calls like $75 already crushed). ➡️ These levels could hit as early as summer 2026 or sooner in a parabolic surge. WHY HE KEEPS RAISING TARGETS ➡️ Hunter upgrades during pullbacks, not rallies—classic contrarian conviction. ➡️ "I've raised them a few times... I tend to do it not with momentum, but the opposite." ➡️ Metals have been resilient outliers, and this leg looks vertical ahead. THE MINERS & COMMODITIES BOOST ➡️ Mining ETFs get huge lifts: GDX to $180, GDXJ to $250, SIL to $220, SILJ to $90. ➡️ Post-bust world flips to a massive commodity supercycle—reshoring, infrastructure rebuild, AI power needs. 🌟 Energy, copper, oil join the party: Oil could crash to $30 then rocket to $500; copper potentially to $20+ long-term. THE BIGGER PICTURE: BUST THEN BOOM ➡️ Near-term: Final equities melt-up, then deflationary bust (12-18 months) crushes everything—including 30-70% drops in metals. ➡️ But coming out: Hyperinflation era drives gold potentially to $20,000+, silver to $500-$1,000, commodities explode on supply shortages. ⚡ "The next cycle is going to be huge... commodities, industrial stocks, energy at the top of the list." THE BOTTOM LINE David Hunter sees 2026 as the wild climax for gold, silver, and miners in the melt-up phase—followed by pain, then an epic commodity-led rebirth that could redefine wealth in the inflationary aftermath. HT: YouTube Pinnacle Digest Pinnacle Digest David Hunter Current personal portfolio for this commodity supercycle: #Gold #Silver #PreciousMetals #Commodities #Miners #DavidHunter #MacroForecast #Investing

Mark

82,908 次观看 • 7 个月前

WHY $100 SILVER IS JUST THE BEGINNING Silver has finally smashed through the $100 mark after years of tough holding—congratulations to everyone who stuck it out. But is this the peak? Far from it. Strong global demand signals and shrinking supplies point to much higher prices ahead: THE CHINA PREMIUM SURGE ✅ Since Christmas, silver prices at the Shanghai Gold Exchange have soared 7-14% above Western markets like London and New York. ➡️ This massive premium shows China's demand is exploding, while Western supply can't keep up. 🔥 Theoretically, arbitrage should ship silver east for profit, but delays of 30-90 days suggest real physical shortages are at play. INDIA'S DEMAND ON FIRE ✅ Indian premiums are historically high at around $5-10 per ounce. 📈 Private buyer demand is even hotter than October's Diwali squeeze, per Bloomberg data. ❓ With huge physical silver hoards in jewelry and bars, India isn't selling—it's buying more, tightening the global market further. GLOBAL SHORTAGES SPREADING ✅ Singapore and South Korea report physical silver scarcity. 🌍 Turkey and the Middle East see elevated dealer premiums, blending real tightness with opportunistic pricing. 🔍 This flips the script: Are Eastern premiums high, or is the West trading at a discount due to hidden constraints? INVENTORY WARNING SIGNS ✅ Comex registered stocks have plunged from 200M ounces to 114M in six months. 📉 Shanghai vaults are draining since 2022, accelerating after Russian asset freezes. 🏦 London's totals look stable thanks to ETFs like SLV, but non-ETF stocks are nearing critical lows that stalled markets last fall. THE DEFICIT REALITY ✅ Silver faces a multi-year supply shortfall—more demanded than mined for 5-7 years running. 💡 Higher prices are needed to spur new mines or recycling, but cash-based buying (not leveraged margin) means dips get bought aggressively. ⚡ Governments and investors are building strategic hoards, diverting metal from industry to safekeeping. BULLISH MACRO TAILWINDS ➡️ Focus on physical possession is rising, like Germany's push to repatriate gold—spilling over to "poor man's gold" like silver. 🌐 Potential remonetization in BRICS currencies or collateral use could supercharge demand. 📊 Technical charts from the 1930s suggest parabolic moves to $300 in months, mirroring 1970s spikes. THE BOTTOM LINE Silver's run to $100 is fueled by unrelenting Eastern demand, vanishing inventories, and a shifting global order—setting the stage for explosive upside before any true top forms. #SilverSurge #CommodityBoom #PreciousMetals #Investing
1:55

WHY $100 SILVER IS JUST THE BEGINNING Silver has finally smashed through the $100 mark after years of tough holding—congratulations to everyone who stuck it out. But is this the peak? Far from it. Strong global demand signals and shrinking supplies point to much higher prices ahead: THE CHINA PREMIUM SURGE ✅ Since Christmas, silver prices at the Shanghai Gold Exchange have soared 7-14% above Western markets like London and New York. ➡️ This massive premium shows China's demand is exploding, while Western supply can't keep up. 🔥 Theoretically, arbitrage should ship silver east for profit, but delays of 30-90 days suggest real physical shortages are at play. INDIA'S DEMAND ON FIRE ✅ Indian premiums are historically high at around $5-10 per ounce. 📈 Private buyer demand is even hotter than October's Diwali squeeze, per Bloomberg data. ❓ With huge physical silver hoards in jewelry and bars, India isn't selling—it's buying more, tightening the global market further. GLOBAL SHORTAGES SPREADING ✅ Singapore and South Korea report physical silver scarcity. 🌍 Turkey and the Middle East see elevated dealer premiums, blending real tightness with opportunistic pricing. 🔍 This flips the script: Are Eastern premiums high, or is the West trading at a discount due to hidden constraints? INVENTORY WARNING SIGNS ✅ Comex registered stocks have plunged from 200M ounces to 114M in six months. 📉 Shanghai vaults are draining since 2022, accelerating after Russian asset freezes. 🏦 London's totals look stable thanks to ETFs like SLV, but non-ETF stocks are nearing critical lows that stalled markets last fall. THE DEFICIT REALITY ✅ Silver faces a multi-year supply shortfall—more demanded than mined for 5-7 years running. 💡 Higher prices are needed to spur new mines or recycling, but cash-based buying (not leveraged margin) means dips get bought aggressively. ⚡ Governments and investors are building strategic hoards, diverting metal from industry to safekeeping. BULLISH MACRO TAILWINDS ➡️ Focus on physical possession is rising, like Germany's push to repatriate gold—spilling over to "poor man's gold" like silver. 🌐 Potential remonetization in BRICS currencies or collateral use could supercharge demand. 📊 Technical charts from the 1930s suggest parabolic moves to $300 in months, mirroring 1970s spikes. THE BOTTOM LINE Silver's run to $100 is fueled by unrelenting Eastern demand, vanishing inventories, and a shifting global order—setting the stage for explosive upside before any true top forms. #SilverSurge #CommodityBoom #PreciousMetals #Investing

Mark

22,924 次观看 • 8 个月前

🚨SILVER IS REPEATING THE 2011-2013 CRASH SCENARIO I've seen this before, and I don't like how it ends Since January 2026, silver has dropped around 48% from its all-time high of $121.6/oz, making January and February some of the worst months since 2011 The scenario is repeating almost perfectly: Rally → ATH → Hawkish Fed → ETF outflows → Loss of momentum → Deep Correction 1. After the ATH, profit-taking accelerated Just like in 2011, silver rallied for years on inflation fears, geopolitical tensions, and expectations of a structural supply deficit But after the peak, the momentum started to fade 2. The Fed is once again the main source of pressure Kevin Warsh's hawkish stance and expectations of tighter monetary policy are strengthening the dollar and pushing real yields higher - a bearish scenario for silver With money rotating from commodities into equities as the U.S. economy stays resilient, silver tends to underperform gold 3. Safe-haven demand is fading If tensions around Iran, the Middle East, or other geopolitical conflicts continue to ease, the safe-haven premium will keep shrinking Money will start flowing back into risk assets again 4. ETF outflows and speculative positions are unwinding During the 2026 correction, silver ETF saw noticeable outflows as investors reduced exposure and risk appetite faded Historically a sign of changing market sentiment 5. Margin requirements and leverage Back in 2011, CME margin hikes were one of the main catalysts behind the crash Today's market once again looks dominated by speculation after a parabolic rally 6. Fundamentally, silver is stronger than in 2011 due to a structural supply deficit and rising industrial demand However, the speculative and investment side of the market is behaving almost the same way it did in 2011 And unlike gold, silver doesn't benefit much from central bank buying, since central banks mainly accumulate gold, not silver If the 2011-2013 analogy keeps playing out: The current decline may not be the end of the correction A move down to the $50-55 range is possible, and in a more bearish scenario, silver could even fall toward $40+ over the next 6-18 months before industrial demand and supply deficits take control again I've said this before, and everything is still playing out exactly according to plan Turn on notifications. If you're not following me yet, you might realize later that it was a mistake because I warned you Bookmark this. The next phase is gonna be very important
0:32

🚨SILVER IS REPEATING THE 2011-2013 CRASH SCENARIO I've seen this before, and I don't like how it ends Since January 2026, silver has dropped around 48% from its all-time high of $121.6/oz, making January and February some of the worst months since 2011 The scenario is repeating almost perfectly: Rally → ATH → Hawkish Fed → ETF outflows → Loss of momentum → Deep Correction 1. After the ATH, profit-taking accelerated Just like in 2011, silver rallied for years on inflation fears, geopolitical tensions, and expectations of a structural supply deficit But after the peak, the momentum started to fade 2. The Fed is once again the main source of pressure Kevin Warsh's hawkish stance and expectations of tighter monetary policy are strengthening the dollar and pushing real yields higher - a bearish scenario for silver With money rotating from commodities into equities as the U.S. economy stays resilient, silver tends to underperform gold 3. Safe-haven demand is fading If tensions around Iran, the Middle East, or other geopolitical conflicts continue to ease, the safe-haven premium will keep shrinking Money will start flowing back into risk assets again 4. ETF outflows and speculative positions are unwinding During the 2026 correction, silver ETF saw noticeable outflows as investors reduced exposure and risk appetite faded Historically a sign of changing market sentiment 5. Margin requirements and leverage Back in 2011, CME margin hikes were one of the main catalysts behind the crash Today's market once again looks dominated by speculation after a parabolic rally 6. Fundamentally, silver is stronger than in 2011 due to a structural supply deficit and rising industrial demand However, the speculative and investment side of the market is behaving almost the same way it did in 2011 And unlike gold, silver doesn't benefit much from central bank buying, since central banks mainly accumulate gold, not silver If the 2011-2013 analogy keeps playing out: The current decline may not be the end of the correction A move down to the $50-55 range is possible, and in a more bearish scenario, silver could even fall toward $40+ over the next 6-18 months before industrial demand and supply deficits take control again I've said this before, and everything is still playing out exactly according to plan Turn on notifications. If you're not following me yet, you might realize later that it was a mistake because I warned you Bookmark this. The next phase is gonna be very important

Leni

170,045 次观看 • 3 个月前