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"... we're witnessing what may be one of the great pivotal moments in financial history yet it's being barely discussed."

Oh hello there Arnaud. Please join the conversation - we've been talking about it for darn near 15 years now:
pmbug

Tin Foil Hats, Economic Reality and the Total Perspective Vortex

Conspiracy theories about a so called New World Order (NWO) and a one world currency have been around for a long, long time. So long that most people, who are not disposed to giving conspiracies a moment's thought, and who have been paying attention to the global economic news, have to be a little unnerved by mainstream reports of global banking institutions talking about the potential for the Dollar to lose it's role as the world's reserve currency.

There is a mostly invisible war occurring right now. It's invisible to the unwashed masses who are not paying attention. It behooves...
  • pmbug
  • cbdc currency wars nwo petrodollar reserve currency
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Francis Hunt's Most IMPORTANT Warning to GOLD & SILVER Buyers (DO NOT DO THIS!)​

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Silver spot just broke $49. I'm guessing we edge close to $50 today and threaten it tomorrow as China markets re-open tonight.
 
"Something" is going on... :ROFLMAO:

Vids I watch suggest Bessent is stopping the paper shenanigans...
 
Financial institutions that dominate the $9.6 trillion currency market should hold the necessary liquidity and capital buffers and run enhanced stress tests to prevent disruptions to the financial system, according to an International Monetary Fund report released on Tuesday.

"Although stress testing and systemic risk monitoring have advanced, the role of FX markets as a conduit for risk transmission and cross-border spillovers remains underappreciated," the IMF said in one of the chapters of its semi-annual Global Financial Stability Report.

"Enhancing FX liquidity stress tests is essential to assess the sectoral resilience to funding shocks," according to the IMF.

Global banks have significant dollar exposure in their balance sheets, making them vulnerable to potential funding shocks. The increasing involvement of non-bank financial institutions and growing trade in derivatives "may also raise the global FX market’s vulnerability to adverse shocks," the IMF said.

Stress in the FX market "can spill over to other asset classes, tightening financial conditions and posing risks to macro financial stability—especially in countries with significant currency mismatches and fiscal vulnerabilities," the IMF added.
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pmbug said:
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Is this positive of negative.... ? I mean it was when it shot up positive and metal flowed into the US that was supposedly bullish. Logic would try to tell me that going very negative would be bearish. Perhaps, that's just too simplistic and tells us that metal is REALLY wanted in the East and is going to flow out of the US again.
 
I believe it means LGD physical is scarce and we are close to realizing a silversqueeze.
 
The refiners are working overtime in the US because all the jugheads are selling when they should be buying. It's going to cost a whole lot more to buyback if you can get it.

THe few retail buyers are going to silver because gold is relatively expensive. It will be interesting to see if/when the physical silver market dries up here.
 
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We're in a bubble like 1999

BREAKING: Wall St Insiders Are Making Stock Market Predictions You Won’t Believe​

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pmbug said:
I believe it means LGD physical is scarce and we are close to realizing a silversqueeze.
Click to expand...

But that means previously this year when the spread was blowing out that there was some magic surplus in London... I do believe that the LGD bars they do have are in higher demand than normal. Perhaps it means the shorter's are hitting up Comex contracts harder. Perhaps there is a hidden EFP spread/collateral/problem as well. It's complex as Clif would say.
 


Like touching a hot iron... TSSSSSS it's backed off a bit...
 
the old guard is losing control...

When Silver Breaks $50 It Will Mean the End of Over 150 Years of Suppression.​

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What is the EFP

Silver Breaks $50 (& $51 Too) As London's Getting Squeezed!​

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Silver back down to $50 as the DXY spiked up. I think silver pushes ahead as the day goes on.
 
DXY still rising and silver has turned back up to $51. Today be cray!
 
Goldhedge said:
What is the EFP

Silver Breaks $50 (& $51 Too) As London's Getting Squeezed!​

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Somehow that's how its supposed to work but ALL these commentators are getting this spread incorrect. Going negative very much seems to be a bearish signal and we've seen that this was just another rigged Stop Hunt and beatdown. The spread and miners gave it away today. Let's see how long it lasts.

I do think the cartel is under much stress and is doing as much as they possibly can to stay solvent.

Smash Metals, Prop up Stonks, Put out fires. Rinse Repeat.
 
I think most people still underestimate just how FAKE prices are... completely rigged. So think about them in what you might do as a criminal to get what you want. The EFP spread does seem to be a good indicator of their games though and that's good to know.
 
Interesting take...

17 MILLION Ounces DRAINED From SLV in 72 Hours - COMEX Now At BREAKING POINT! - Rafi Faber​

0:00 - Silver Market Update
1:10 - COMEX Silver Supply Analysis (1971-Present)
2:37 - Historical Comparisons: Silver Supply vs. Price
3:45 - The Unprecedented Doubling of Silver Supply Into COMEX
4:19 - ETF Demand and Silver Squeeze Impact
5:55 - 2011 vs. Silver Squeeze ETF Demand
6:44 - The Three Cylinders of Silver Demand
7:13 - Gold vs. US Real Estate Analysis
8:17 - Silver vs. US Real Estate Analysis
9:17 - UK Real Estate Analysis in Gold and Silver
10:00 - Daily Repo Volume Exceeding Available Reserves
10:37 - Final Thoughts
 


It is a diabolically ingenuous system that they have created: LBMA-COMEX-ETFs.

Each physical location backs up the others with physical metals. They flood the system with pure paper contracts and cash settlements to “suppress” physical metals demand.

This only works when most authorized participants (APs) don’t want the physical metals…

1760106808482.png
 
Voodoo said:
Someone, somewhere has a really Big problem... I don't know.

View attachment 17200
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Its Still about there right now which is the second day in a row and that's with silver prices back up. Futures being held up about 48.40. I think if we see this for 3 days in a row And the comex price breaks $50 then this is really done for and its game on.
 


Undeniable evidence yesterday’s silver crash wasn’t about new supply
it was forced liquidation to raise dollars.
The dump began right at New York open — margin call hour.
Dealers dumped both Gold and Silver futures to free up USD collateral.
The dollar spiked.
Spot silver held some strength ,no real sellers, no new metal.

And here’s the clincher
even after all that, backwardation never settled.
Futures stayed below spot.
That’s not a market moving on fundamentals , that’s paper stress refusing to heal.
This wasn’t price discovery.
It was balance sheets tightening, funding desks scrambling, and liquidity vanishing.
Once the dust settles they’ll have to buy back what they sold into a thin, tight, backwardated market.
That’s not weakness.
That’s the calm before a squeeze.
 
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