2025 Lunatic Fringe - Market and Trade Chat
- Thread starter pmbug
- Start date
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Easy to overlook but don't sleep on the JPY Yields. Moving on UP, again.
Check out Monero and Etherum on Sunday. a VERY curious bid for Monero (ie Privacy) while dumping most other crypto.
I think someone big is running for the hills.
I think someone big is running for the hills.
I have no idea how on Earth they are managing to hold stonk prices up. Well I do as they nearly completely control prices but Still it is kinda baffling.
Bitcoin has Serious issues here and now.
Bitcoin is electronic gold and is going to a bazillion dollars. Looks like an NSA project? Banks could be liquidating to cover silver shorts too.
Cigarlover
Yellow Jacket
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How high can it go? 72? 272? Sure looks like we are in bubble mania phase. Fun fact. If you take any of your fingers on either hand and touch the tip of your thumb, that's the number of times silver has gone up 100% and held the gains.
Is this time different? I have no idea. Not selling any physical yet though. Mining shares are a different story though. Double tops everywhere yesterday and then pullbacks. EXK was the last one I owned anyway and I unloaded that yesterday. They seem to have an uncanny ability to dilute shares whenever the stock starts to go on a run. My explorers are all I have left now. I'm not opposed to buying back in. FSM actually looks promising. Broke above the double top price and then pulled back to retest that. If that holds then I may start another position in them.
I still have a hard time wrapping my head around the valuations on gold and silver. CB's and sovereigns buying regardless of price. To me that says massive inflation is coming. As we all know they hate deflation so inflation is the only way forward. Unfortunately the more they print the more they have to print just to get 2% inflation. The money printing is what I fear most.
$60 silver by week's end.
BTC is circling the drain right now.
BTC is circling the drain right now.
I would argue yes - this is the first time the derivatives market has lost its underlying support structure.
Back in July, there were news about Trump's intention to allow crypto, gold and silver investment in 401k plans. I never saw any follow up reporting on the subject, but Trump did sign an executive order in August to effect it (deadline for implementation is February 3, 2026):
www.whitehouse.gov
Democratizing Access to Alternative Assets for 401(K) Investors
By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered: Section 1.
www.whitehouse.gov
Silver is up and gold is down from yesterday's close in overnight trading China. Silver maintains a premium and gold is at a slight discount to LBMA spot (as of the SGE market close).
The SFE silver vault reports another (large) inflow yesterday while the SGE silver vault reports a small outflow for last week. I'm guessing the SGE will start to show inflows going forward if the SGE maintains a premium to LBMA spot.
The SFE silver vault reports another (large) inflow yesterday while the SGE silver vault reports a small outflow for last week. I'm guessing the SGE will start to show inflows going forward if the SGE maintains a premium to LBMA spot.
Cigarlover
Yellow Jacket
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Wasn't there an issue with nickel last year or so? They resolved that pretty quickly. By law I think they also have the right to settle in dollars if they have to. I imagine if they run out of silver they will just pay off the current contracts with fiat. At that point I would think the physical market will set pricing and contracts will be useless unless you want more fiat.
Nickel and now antimony. Silver is next.
Peter Gregor said:Is Silver the New Nickel and Antimony? – FAQ
Q: Is silver the new nickel and antimony?
A: Almost certainly, yes. Many smart guys on X have already analyzed the reasons in detail, so I won’t repeat them here. The key driver, however, remains the structural deficit of physical silver.
Q: When will this happen?
A: Most likely within weeks to months. While we have a reasonable estimate of the free-floating silver in exchange vaults, the physical inventories held by industrial end-users remain largely unknown.
Q: How high could the price go?
A: This is purely speculative; no model or AI can provide a precise answer. However, historical analogues provide some indicative benchmarks:
$160/oz – Nickel surged ~300% in 3 days.
$200/oz – Antimony ingots surged ~350% in under a year.
$300/oz – Peak Gold-to-Silver Ratio (GSR) reached 14.
$420/oz – Current gold-to-silver mining ratio is 10:1.
$163/oz – Adjusted for M1 money supply growth over the past 50 years.
Q: Could the price drop back below $50/oz?
A: Almost certainly not. After decades of artificial suppression, current price discovery is finalizing, and silver is likely to settle at elevated levels to ensure supply for new production and profitable recycling of used metal.
Q: How can one profit?
A: Keep acquiring any form of silver.
Physical silver remains king, as paper or derivative products carry issuer, exchange, or broker risk.
A once-in-a-century opportunity is here. Don’t miss it.
#silver #silversqueeze
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Letting Silver finally run unimpeded?
"This was not a short squeeze rally... This was real, honest-to-goodness, new money buyers coming in," says Todd "Bubba" Horwitz. As silver smashes through $58 for its best year since 1980, a bombshell rumor detonates: JP Morgan may have quietly evacuated its precious metals trading desk from New York to Singapore over a holiday weekend.
In today's interview, Horwitz breaks down the fallout. He connects the dots between vanishing physical stockpiles, suspicious market "glitches," and a brewing economic storm to reveal why this rally has legs. He warns this is the "inflation trade" made manifest—a flight to the one asset you can hold, smell, and pass on, as the foundations of the paper economy begin to crack.
"This was not a short squeeze rally... This was real, honest-to-goodness, new money buyers coming in," says Todd "Bubba" Horwitz. As silver smashes through $58 for its best year since 1980, a bombshell rumor detonates: JP Morgan may have quietly evacuated its precious metals trading desk from New York to Singapore over a holiday weekend.
In today's interview, Horwitz breaks down the fallout. He connects the dots between vanishing physical stockpiles, suspicious market "glitches," and a brewing economic storm to reveal why this rally has legs. He warns this is the "inflation trade" made manifest—a flight to the one asset you can hold, smell, and pass on, as the foundations of the paper economy begin to crack.
Nah, Mr Slammy was back last night and again today. They are pretty desperate I imagine at this point.
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Clive portends a warning
Unlike stocks, gold cannot default. It'll never go to zero. There is no counterpary risk. You do not need to ask anyone for permission. Your physical gold is yours, to do as you please with. When Russia invaded Ukraine, innocent Russians around the world found their bank accounts frozen.
You may be a nice honest person and think that nothing like this will happen to you. But wait. You have savings! Do you have more than €3000? You wicked person! The digital euro will show you that nothing is for sure.
The great currency reset could be coming. You may find your bank balances are un-deployable. What happens in Europe will likely happen in the UK and the USA as well as the rest of the world.
Gold. Investors in Europe need to act before the Digital euro arrives. UK and USA could follow..
Gold has delivered a compound annual rate of return of 9.2% in dollars since Nixon abandooned the gold standard in 1971. The return has been considerably higher in most other currencies. It's beaten stocks and bonds and not suffered the taxes you would have paid if you held stocks.Unlike stocks, gold cannot default. It'll never go to zero. There is no counterpary risk. You do not need to ask anyone for permission. Your physical gold is yours, to do as you please with. When Russia invaded Ukraine, innocent Russians around the world found their bank accounts frozen.
You may be a nice honest person and think that nothing like this will happen to you. But wait. You have savings! Do you have more than €3000? You wicked person! The digital euro will show you that nothing is for sure.
The great currency reset could be coming. You may find your bank balances are un-deployable. What happens in Europe will likely happen in the UK and the USA as well as the rest of the world.
- Messages
- 18,130
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Daniela is easy on the eyes...
"This was not a short squeeze rally... This was real, honest-to-goodness, new money buyers coming in," says veteran trader Bert Dohmen. As silver surges nearly 90% for its best year since 1980, the legendary analyst who called the 1987 crash, the dot-com bust, and the 2008 meltdown is sounding his loudest alarm in 49 years. In today's interview, Dohmen warns this is the "currency flight" trade made manifest—a global rush away from depreciating paper into the only real money you can hold. As central banks engage in what he calls "blatant lies" about tightening while money supply hits record highs, Dohmen argues the systemic risk now surpasses 1929.
Learn more from Bert Dohmen at:https://www.Dohmencapital.com/ITM
Chapters:
00:00 Silver’s 90% Rally & a 49-Year Market Warning
05:52 CME Outage & Market Manipulation
09:03 What’s Really Driving Silver
10:11 Where Gold & Silver Go Next
13:53 Year-End “Window Dressing” & AI Bubble
14:56 Why Risk Is Worse Than 1929
18:15 Japan’s Looming Crisis
19:49 “War Is Inevitable” – Musk’s Warning
25:25 Your Best Defense Now
27:32 Should You Buy Silver Today?
30:15 The Case for Platinum
"This was not a short squeeze rally... This was real, honest-to-goodness, new money buyers coming in," says veteran trader Bert Dohmen. As silver surges nearly 90% for its best year since 1980, the legendary analyst who called the 1987 crash, the dot-com bust, and the 2008 meltdown is sounding his loudest alarm in 49 years. In today's interview, Dohmen warns this is the "currency flight" trade made manifest—a global rush away from depreciating paper into the only real money you can hold. As central banks engage in what he calls "blatant lies" about tightening while money supply hits record highs, Dohmen argues the systemic risk now surpasses 1929.
Learn more from Bert Dohmen at:https://www.Dohmencapital.com/ITM
Chapters:
00:00 Silver’s 90% Rally & a 49-Year Market Warning
05:52 CME Outage & Market Manipulation
09:03 What’s Really Driving Silver
10:11 Where Gold & Silver Go Next
13:53 Year-End “Window Dressing” & AI Bubble
14:56 Why Risk Is Worse Than 1929
18:15 Japan’s Looming Crisis
19:49 “War Is Inevitable” – Musk’s Warning
25:25 Your Best Defense Now
27:32 Should You Buy Silver Today?
30:15 The Case for Platinum
Viking
Yellow Jacket
KingKong9888 gives another shoutout to pmbug (5:20):
There will be an accident Soon... Japanese yields are blowing up.
