2026 Lunatic Fringe - Market and Trade Chat

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pmbug

pmbug

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From Dr. K (bold emphasis is mine):
Dr. Potassium said:
Silver — Prediction🔮 — January will be Bullish👇👇

For this to work, support at $70.16 must continue to hold. I believe it will. Target by or before end of January 2026: $93.18 - $89.95 🚀

It will not go straight up from $71.60, but the rise will be rapid once $83.75 is breached.

Chop is to be expected at prior specified levels: $72.69, $73.54, $76.91, $79.25, $82.08, $83.75 🌊 👀

Turbulence during price discovery may occur around $87.74 and $89.95 ✈️

Once the upper January target is reached, the same levels will act as support for a pullback: $89.95 - $87.74.
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When I was in the manufacturing and export business in China, every time when the Chinese government launched new export restrictions and limitations on certain products I get a flood of calls from Chinese export brokers who tell me that they are nothing burgers.

THEY WERE NEVER NOTHING BURGERS.

THE JAN 1 2026 CHINA #SILVER EXPORT LIMITATION/RESTRICTION IS NOT GOING TO BE A NOTHING BURGER.

Anyone who listens to some broker or Western mainstream media and believes this to be a nothing burger has an IQ of less than 50.

Happy New Year and Good Luck.
 
Armstrong hammering home the reasons why the US is the reserve currency of the world.
He's on fire!

Perfect Storm for Debt, Economy, War, Gold & Silver – Martin Armstrong​

Armstrong sees a bull market for gold, silver and other metals for years ahead. One big reason are shortages in the metals. Armstrong says, “I don’t see these shortages going away. The bull market is more likely to go into 2032. It will be volatile, and then you got war coming. Once you get into war, prices are going to go up even more. It’s all a mess. This is a perfect storm.”
 
chieftain said:
Armstrong is a fear monger, his business model depends on it.
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He's been right more than wrong.

I find listening to him expands my thought process. Stuff I never considered appears on my radar.
 
I must have missed the term "JV deals". What are those?
 
Viking said:
Joint Venture?
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Thanks, that makes sense. If the buyers are not getting their supply from the official exchanges in the time agreed, or if they suspect problems, then it makes sense to go directly to the miners and let the manipulated exchanges starve. I could easily understand that the industrial consumers might rather deal directly with the miners for stability and vice versa. On China's side, if they have the claimed 60% refining, why wouldn't they bypass the West to get what they need? Also, their new restrictions on export seem like a very smart move in their favor. It's time to make more popcorn.
 
listen while browsing. Could also speed up.

I realize China guy is Ai, I checked with grok, but there's some history here...

Overall Assessment
The video's facts on history and markets check out, but the claim that China is deliberately "turning America's silver weapon back" is an interpretive narrative—plausible given the strategic stockpiling and BRICS moves, but not definitively proven as intent (e.g., no leaked documents confirm revenge motives). It's more accurate to say China is leveraging its position in silver and precious metals amid broader geopolitical shifts, which could indirectly pressure the dollar. The post/video blends education with speculation, common in financial commentary, but isn't outright false.

 
He was sitting down and wearing a different shirt in the last video I saw of him. I guess AI guys get tired of standing and wearing the same clothes too.
 
Viking said:
He was sitting down and wearing a different shirt in the last video I saw of him. I guess AI guys get tired of standing and wearing the same clothes too.
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check out how many videos on his YT channel!

"Someone" big is behind China dude ai...
 
Discussion begins at 6min in where this vid starts.

Schectman thinks the top isn't in...

 
Gold and silver both up big from New Year's Eve close in overnight trading in China. At >$81, SGE silver maintains a large, almost $6, premium over LBMA spot. The SFE silver vault reports another outflow in spite of the premium. I'm guessing the LBMA is not delivering silver for China.

SGE gold continues to trade just under LBMA spot (at par or with a very slight discount).

 
Dr. Potassium said:
Silver — not off the heat yet, let him cook. Need to close at least a 4hr candle above $76.91 and then move above $78.06 quickly to confirm the breakout. Otherwise a retest of $73.54 or $72.69 is probably in the recipe.
Click to expand...

the X post
 
So AI Slop guy is out promoting that JPM missed a margin call. No idea what to do with that info but its somewhat interesting given the nature of who/what might be putting out that content.
 
Bill’s Commentary:
“I have posted a couple of the AI “Asian Guy” videos in the past but cautioned there were some numbers and dates that were off and said I believed his logic is correct. AG released a video which I am mentioned in several times. I believe this video is an AI sweep of much of what I have personally said or written publicly. Some of the dates and numbers are a little off, but I agree with everything in this particular video because I have publicly said these exact words. I believe this video is 100% spot on and thank whoever created it!”

Asian Guy does a Bill Holter video

 
JPM can essentially print money. They would never miss a margin call. Sounds like more AI bullshit designed to excite people and get clicks/shares.
 
They don't have an actual money printing machine. And they do have god only knows how many Trillions of Derivatives. So they have limitations given that there isn't enough collateral or treasuries now to keep inflating enough.
 

Huge shortage physical silver
Comex manipulation price can’t sustained
Required hold silver etf or physical silver
Silver is next Gold
LBMA ALSO FACE PROBLEM
BECAUSE SILVER SHIPMENTS FROM CHINA CANT SHIPPING ANY WHERE
BECAUSE HUGE Restrictions
First required submit China government shipments details
After approval you can ship
This process not easy …
 
Peru has the most silver. I am long the top 4 above and owned the rest in the past. More momentum in the top 4.
 
🔥Holy cow! Gold up, but silver up huge from yesterday's close in overnight trading in China. SGE silver at $87.25 closed at a premium of more than $8 to LBMA spot. At the same time, the SFE silver vault reports a massive one day outflow. The SGE silver vault also reports an outflow for last week. I can only conclude that the LBMA is not delivering silver to China right now.

 
pmbug said:
🔥Holy cow! Gold up, but silver up huge from yesterday's close in overnight trading in China. SGE silver at $87.25 closed at a premium of more than $8 to LBMA spot. At the same time, the SFE silver vault reports a massive one day outflow. The SGE silver vault also reports an outflow for last week. I can only conclude that the LBMA is not delivering silver to China right now.

Click to expand...


I'm sure the LBMA will deliver tomorrow.
 
I know this is AI guy but I get the feeling this has to be coming from some good guys behind the scene. Those who can't show their faces but still want and need to get a message out.

 
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