Bullion retail market (LCS news/reports/commentary)

Welcome to the Precious Metals Bug Forums

Welcome to the PMBug forums - a watering hole for folks interested in gold, silver, precious metals, sound money, investing, market and economic news, central bank monetary policies, politics and more.

Why not register an account and join the discussions? When you register an account and log in, you may enjoy additional benefits including no Google ads, market data/charts, access to trade/barter with the community and much more. Registering an account is free - you have nothing to lose!

Sal

Silver Nears $47! This Rally Is EXPLOSIVE!​


12:47
 
Anyone getting emails from the big online dealers asking you to sell back to them? I have a family member with big piles of both metal and just recently started getting those emails.

Also, why does the federal Gov want a 28% capital gains tax just for taking currency and buying real money and then selling it later for more currency? What a scam. You buy precious metals to preserve purchasing power. The government destroys purchasing power by over spending every second of every day, driving the prices of precious metals higher and then you have to pay 28% capital gains on top of the 10% vig to get in and out of the metals.
 
This is a once in a lifetime moment where no matter what you buy in gold, silver or platinum it's going up in spot price or rather your.local currency is falling in terms of PMs. Many say we still have a few years of this to go.

YTD Pt is the best performer followed.by Ag then Au. Congratulations to all those with patience.

Watch the drop in silver after it passes $50, then it will continue it's bull market.
 
SD Bullion

Silver $50/oz Battleground: That Could Trigger a Frenzy & Could Ignite Unstoppable Momentum​

Oct 1, 2025
SD Bullion: Silver is Surging: $50/oz the Battleground That Could Trigger a Frenzy and Could Ignite Momentum Into Uncharted Territory
Silver’s surge toward $50 per oz is the #1 question our viewers keep asking—and SD Bullion's senior analyst James Anderson tackles it head-on. In this interview, James unpacks the battle at the $50 resistance level, a price silver hasn't tested since 2011. What makes this moment different? Dive into the breakdown of supply strains, institutional demand, and vault shortages dominating headlines—and see what it could mean for the silver market.
Silver has been on a tear, climbing into the $40s, but there’s one number everyone’s watching: $50 per ounce. This isn’t just another price point — it’s a historic battleground that could decide silver’s next big move. Break through it, and we could see explosive momentum, new headlines, and even a feeding frenzy from investors who’ve been sitting on the sidelines. But if silver stalls here, it could set up a long, drawn-out fight between bulls and shorts. In today’s video, we’ll break down why $50 is such a critical level, what history tells us about this moment, and what could happen next if silver finally smashes through.


19:35

Win 500 Silver Coins, enter here: https://SDBullion.com/sweepstakes
 
SD Bullion Weekly

$50 SILVER, $4000 GOLD Draws Near​

The silver and gold markets rerated higher again on the week.
The spot silver price ended the week just under $48 oz bid, and the spot gold price ended at just under $3900 oz bid, with the spot gold silver ratio attempting to fall lower, finishing at a still historically high level of 81.
That will be all for this week's SD Bullion Market Update.And as always, take great care of yourselves and those you love.


25:13

CONTENT SOURCES

- US Gold Reserves Exceed $1 Trillion in Market Value | GRAVITAS • US Gold Reserves Exceeds $1 Trillion in Ma...
- Why Central Banks Are Buying Record Amounts of Gold in 2025? +1300 metric ton central bank gold buying projection:https://discoveryalert.com.au/news/ce...
- Pierre Lassonde: Gold Is Replacing the Dollar & Will Hit $17,250 by 2030https://x.com/jameshenryand/status/19...
- Bloomberg misleading their viewers about Silver in March 2024: • Gold +$2,230 oz | Cocoa, Silver, Gold 1970...
- www.GoldChartsRUs.com
 

Bullion Dealer Pushed to the LIMIT with CASH!! Sellers Outnumbering Buyers!​

Oct 5, 2025
In this video my bullion dealer has to pull out stacks of cash to handle the rush of customers selling their gold and silver. Is the rapid rise in the spot price of silver and gold driving people to sell their precious metals? Or is there another reason why sellers are outnumbering buyers in Tim's coin shop? Watch as Tim Marschner of the Coin and Stamp Shop buys tens of thousands of dollars' worth of pre-33 gold Liberty head double eagles and tubes of Canadian silver Mapleleaf coins. Silver is soaring to just over $38 an ounce while gold is at all-time record high of $3,887! What's next? Will Tim run out of cash to satisfy all his Why are people still buying gold and silver at these high prices? Are precious metals due for a correction? And is someone trying to sell Tim a FAKE 100-ounce Johnson Matthey silver bar?? Watch as I interview an experienced gold and silver stacker who is liquidating some metals because of taxes and to purchase foreign land! These are unprecedented times requiring us to stack precious metals. Protect yourself from out-of-control governments, evil central banks, and the failing US dollar's grip as the world's reserve currency. Make sure you build a stack of silver rounds, silver bars, silver coins, and gold coins as essential barter and wealth preservation!

Bullion Dealer Pushed to the LIMIT with CASH!! Sellers Outnumbering
 
Salivate Metal

Can listen in one tab, play around the forum in a different tab.

LIVE Special Report! Gold & Silver​

Streamed live 15 hours ago #silver #gold #preciousmetals


55:33
 
Just because spot is being rigged doesn't mean you can buy physical at that price.
 
SD Bullion Weekly

+$50 oz SILVER as London Lease Rates Signal SHORT SQUEEZE​

Record nominal silver weekly price close in fiat USD is now accomplished.
And what is this about surging lease rates?!
Looks like London is now running into shortages of 1,000 oz silver bars.
How do we know this?Because London Silver Lease rates exploded this week to levels not seen since Warren Buffett's Berkshire Hathaway raided the silver market back in early 1998 to complete his then 129 million oz silver bullion position.
Well, for the world silver markets in 2025.
This isn't 1998, no, it's not 1980, and no, it's not some pip squeak 2011 silver bull mkt either.
RICO suave short silver commercial bank desks are unlikely to come to the rescue this time around.
Because this time, the world is in an ongoing silver supply deficit for now, some five years running, with no end in sight. To the tune of nearly -800 million oz in outsized demands on silver versus supplies in the 2020s.
And the institutional money managing momentum longs are threatening to come plowing into this silver market as we eventually blow beyond $50 per troy oz.
I find it deeply ironic that this week, when the scapegoated Hunt Brothers' names were called out yet again with half-truth tales galore, 747 cargo jets are reportedly being loaded with 1,000 oz silver bars to be whisked off to London to stem or slow the silver squeeze tide. The spot silver and gold markets traded bullishly on the week.
The spot silver price ended the week at $50.11 oz bid, and the spot gold price closed the week at $4,012 oz bid.
Yes, we still have a historically high spot gold silver ratio of 80, which was this week's close.
I continue acquiring, and suggest that if you are also in the market looking for more bullion, you should check out our deals page this weekend. We have 90% US Silver Quarters on sale at spot, and small gold and silver bars priced at razor-thin premiums above spot. Visit www.SDBUllion.com/deals for those offerings and more.
That will be all for this week's SD Bullion Market Update. And as always, take great care of yourselves and those you love.


28:42

CONTENT SOURCES
- Seeing Early Signs of Silver Outperforming Gold: Citi's Layton • Seeing Early Signs of Silver Outperforming...
- www.GoldChartsRUs.com

- Win 500 Silver Coins, enter here: https://SDBullion.com/sweepstakes
 
Yankee Stacking

BULLION DEALER SHOCKED AS $50 SILVER SPARKS PANDEMONIUM AT COIN SHOP! 🚨 BUYERS FLOOD THE STORE!!​

Oct 12, 2025 #Silver #Gold #Premiums
In this video my bullion dealer is welcomed by a mob of silver and gold buyers outside his coin shop! It’s pandemonium as people react to the sudden rise in the spot price of silver and gold. Is the rapid rise in bullion prices driving people to buy more precious metals? Or is there another reason buyers are outnumbering sellers in Tim's coin shop? Watch as Tim Marschner of the Coin and Stamp Shop sells tens of thousands of dollars worth of silver Eagles, Canadian silver Mapleleaf coins, silver rounds, fractional gold coins, and 1-ounce gold Krugerrands. Silver is soaring over $50 an ounce while gold is at all-time record high of over $4,000! What's next? Why are people still buying gold and silver at these high prices? Are precious metals due for a correction? Watch as I interview new gold and silver stackers who dont trust the BANKS and want to protect their wealth! These are unprecedented times requiring us to stack precious metals. Protect yourself from out-of-control governments, evil central banks, and the failing US dollar's grip as the world's reserve currency. Make sure you build a stack of silver rounds, silver bars, silver coins, and gold coins as essential barter and wealth preservation!

BULLION DEALER SHOCKED AS $50 SILVER SPARKS PANDEMONIUM A
 
Sd bullion and Apmex starting to show some 2025 silver on notification when available and pre-order.

Made my Christmas gift order Sunday so hope they have it when they get my check. SDbullion canceled a great little order a few years ago and direct deposited money back in my account. That was weird at the time.
 
SD Bullion Weekly

LONDON SILVER SQUEEZE: Heard 'Round the World​


I am going to begin reading their report, but I will take a few breaks here and there to add further insightful silver market context.
My interview will follow, but let's get into their report first.
The spot silver and gold prices rose bullishly throughout most of the week's trading.
There was one desperate overnight selloff during Hong Kong hours. and another large sell-off to end the week on an options expiry day, which is rather common, as you likely know.
The spot silver price ended up on the week at $51.76 oz bid, and the spot gold price closed up as well on the week, ending at $4,246 oz bid.
The spot gold silver ratio closed up on the week at 82.
To close out this week, I want to highlight a good clip of precious metals analyst Nicky Sheils speaking with the fellas over at "The Macro Dirt Podcast" this past week. Followed by a fun whip around highlighting some of the craziness seen on the Silver Gold-related Twitter X feeds this week.
That will be all for this week's SD Bullion Market Update .And as always, take great care of yourselves and those you love.


34:46

CONTENT SOURCES

- CNBC TV-18 interview with James Anderson, 2nd half) • The Big C | Festive Frenzy & Precious Meta...
- The SILVER FREEZE Has Begun — Dealers & Refineries Stuck • The SILVER FREEZE Has Begun — Dealers & Re...
- $50 Silver Is Just the Beginning… Here’s What’s NEXT • $50 Silver Is Just the Beginning… Here’s W...
- Is Silver Going to $100? Here’s What The Charts Scream • Is Silver Going to $100? Here’s What The C...
- Huge Demand for PHYSICAL GOLD with Nicky ShielsThe Macro Dirt Podcast - • Huge Demand for PHYSICAL GOLD with Nicky S...
- — www.GoldChartsRUs.com —

- Win 500 Silver Coins, enter here: https://SDBullion.com/sweepstakes
 
SD moved some 100 oz bars this week and kilos are now on backorder. Plenty of 1000 oz bars and 1 oz rounds though.
 
SD Bullion

Physical Silver SHORTAGE Is Here – We’re Seeing It Firsthand​

Oct 21, 2025
→ Get the full details here: https://sdbullion.com/blog/global-sil...
The global silver market is tightening fast. Even as paper prices drop, the physical supply chain is under immense pressure — wholesalers are showing 7–10 day delays, mints are refusing to produce unsold inventory, and nearly every major bullion product now reads "delayed."
In this video, we break down:
  • Why refineries and sovereign mints are weeks behind on production
  • How lease rates and cautious manufacturing are choking supply
  • Why physical bullion availability is collapsing — even as prices fall
  • What this means for investors heading into the holiday and Q4 demand surge
SD Bullion is seeing this happen in real time — and we’re sharing exactly what’s unfolding across the global market.


19:51

Win 500 Silver Coins, enter here: https://SDBullion.com/sweepstakes
 
SD Bullion

DON'T PANIC: Gold & Silver Crash Explained (Is It Over?)​

Oct 22, 2025
Yesterday’s markets saw gold drop over $200 and silver tumble sharply, triggering a wave of concern and confusion among investors and stackers alike. But is this really the time to panic?
In this urgent SD Bullion Market Update, Cole and James Anderson break down:
-What caused gold and silver to crash so suddenly
  • The difference between paper price volatility and physical bullion reality
  • Why 1,000 oz silver bars are in verifiable shortage
  • How the COMEX, LBMA, and Shanghai markets all play a role in current price action
  • What this pullback means for long-term gold and silver holders
James also shares his long-term outlook on where we’re headed next — and why this volatility may actually be a buying opportunity for those who understand the bigger picture.


21:03

0:00 Intro
0:50 Why gold fell $200 overnight
3:00 Paper vs. physical price mechanics
5:00 Silver shortage and delivery problems
8:00 COMEX, LBMA, and Shanghai breakdown
10:00 Gold’s 200-day moving average support
13:00 Silver’s path to $100+
16:00 The coming “mania phase”
19:00 Final thoughts — panic or opportunity?

Win 500 Silver Coins, enter here: https://SDBullion.com/sweepstakes
 
I like that Sd and Miles Franklin both have you tube channels now. The downside of course is they will always be positive on the metals and we will never get an unbiased opinion. The outlook will always be positive and it will always be a great time to buy. As the prices keep dropping they start to lose credibility so there is a downside for them as well.

Keep hearing that retail is buying like crazy but I don't see it reflected in the buyback prices. If the metals are getting hard to source then why are the buyback price spreads getting worse? Silver eagles are the exception. The mint has stopped producing and they are in short supply (2025's) The buyback price is over spot to try and get some inventory.
Looking at SD this morning they only have 57 100 oz bars left. So they sold 250 this week? Yet the buyback price has gone down another 10%. Was -3 and now is -3.30. Doesn't make sense unless they have pulled inventory to make it look like metals are moving to try and create demand? No idea and just thinking out loud. If I had a business and demand was so high that I sold more 100 oz bars this week than I have in the last month that buyback price would be coming way up to -2 or even -1.50. Also, earlier this week they had 250 in stock and then the next day had 308. Looks like they bought back 58 bars in 1 day and now they have 57 available so I suspect they pulled those 250 for now. Will have to see what next week looks like but if they aren't sold out very soon then I think that would confirm they just pulled some higher priced inventory.

Looks like 50 has once again proven to be resistance. Tried to get back up there after the selloff but couldn't do it. I think we are headed to 44 and if that doesn't hold then 35 is next.
 
pmbug said:
India will probably buy every ounce of available silver at $35.
Click to expand...
I think we will all be buying like crazy at that level. Unfortunately it isn't retail demand that drives price. Right now paper traders run this market. If the price drops too low I do see a time where there will be a disconnect. Paper prices will be much lower than retail when supply truly runs low or out.
 
Cigarlover said:
... Right now paper traders run this market. ...
Click to expand...

That isn't entirely true. Physical demand from India was a huge driver after the COMEX took the LBMA's silver ocean (liquid free float vault stock). As the silver ocean continues to shrink, the paper markets will continue lose leverage and power over the price of silver.
 
pmbug said:
That isn't entirely true. Physical demand from India was a huge driver after the COMEX took the LBMA's silver ocean (liquid free float vault stock). As the silver ocean continues to shrink, the paper markets will continue lose leverage and power over the price of silver.
Click to expand...
The total annual shrinkage is only about 150 million ounces though. It would be interesting to know how much the refineries are taking in from the public during this runny. Did the higher prices get people to unload? We know it did but the question is how much. Probably won't know that until the numbers come out next year and we see what th deficit was for this year.
The 1000 oz bar inventory is obviously a problem. No idea when that will resolve itself but I imagine the refineries will eventually catch up.
 
Cigarlover said:
I like that Sd and Miles Franklin both have you tube channels now. The downside of course is they will always be positive on the metals and we will never get an unbiased opinion. The outlook will always be positive and it will always be a great time to buy. As the prices keep dropping they start to lose credibility so there is a downside for them as well.

Keep hearing that retail is buying like crazy but I don't see it reflected in the buyback prices. If the metals are getting hard to source then why are the buyback price spreads getting worse? Silver eagles are the exception. The mint has stopped producing and they are in short supply (2025's) The buyback price is over spot to try and get some inventory.
Looking at SD this morning they only have 57 100 oz bars left. So they sold 250 this week? Yet the buyback price has gone down another 10%. Was -3 and now is -3.30. Doesn't make sense unless they have pulled inventory to make it look like metals are moving to try and create demand? No idea and just thinking out loud. If I had a business and demand was so high that I sold more 100 oz bars this week than I have in the last month that buyback price would be coming way up to -2 or even -1.50. Also, earlier this week they had 250 in stock and then the next day had 308. Looks like they bought back 58 bars in 1 day and now they have 57 available so I suspect they pulled those 250 for now. Will have to see what next week looks like but if they aren't sold out very soon then I think that would confirm they just pulled some higher priced inventory.

Looks like 50 has once again proven to be resistance. Tried to get back up there after the selloff but couldn't do it. I think we are headed to 44 and if that doesn't hold then 35 is next.
Click to expand...

Because the liquidity in the system is Drying Up. Counter-intuitively of course. This is Why I say we are heading to Unobatinium and probably won't even know their values for some time.

Small dealers have stopped buying because they can't sell to wholesalers. Wholesalers are having trouble because of the refiners refusing much product. And the refiners, not sure what their problem is but its big.
 
SD Bullion Weekly

Buy Bob's Book Please​

Chutzpah - (n) supreme self-confidence... or someone who has a lot of nerve, or overwhelming gall

Silver and Gold traded down on the week.
The spot price of silver closed at $48.51 oz with the spot gold price ending the week at $4,108 oz bid price.
The spot gold silver ratio is still historically high floating higher and ending this week at 84.
On Sunday, Nov 2nd, the Day of the Dead, following All Saints' Day.
And in the spirit of Halloween, hopefully you liked my new Silver art skull in the slide prior.
I'm gonna be reporting to you next week from New Orleans, Louisiana, where I will be attending the USA's longest-running Gold & Silver focused Investment Conference.
NEW ORLEANS INVESTMENT CONFERENCE Tickets ➤➤➤ http://NewOrleansConference.com/sdbul...
That will be all for this week's SD Bullion Market Update. And as always, take great care of yourselves and those you love.


33:12

SD BULLION VIDEOS from THIS WEEK
- DON'T PANIC: Gold & Silver Crash Explained (Is It Over?) • DON'T PANIC: Gold & Silver Crash Explained...
- Physical Silver SHORTAGE Is Here – We’re Seeing It Firsthand • Physical Silver SHORTAGE Is Here – We’re S...

CONTENT SOURCES
- Bullion Bank Insider: This is a 'Different Kind of Rally' for Gold | Robert Bob Gottlieb • Bullion Bank Insider: This is a 'Different...
- Robert Bob Gottlieb's JP Morgan Public Record & His Partial Legacy:https://gemini.google.com/share/b3e87...
- — www.GoldChartsRUs.com —

- Win 500 Silver Coins, enter here: https://SDBullion.com/sweepstakes
 
searcher said:
SD Bullion Weekly

Buy Bob's Book Please​

Chutzpah - (n) supreme self-confidence... or someone who has a lot of nerve, or overwhelming gall

Silver and Gold traded down on the week.
The spot price of silver closed at $48.51 oz with the spot gold price ending the week at $4,108 oz bid price.
The spot gold silver ratio is still historically high floating higher and ending this week at 84.
On Sunday, Nov 2nd, the Day of the Dead, following All Saints' Day.
And in the spirit of Halloween, hopefully you liked my new Silver art skull in the slide prior.
I'm gonna be reporting to you next week from New Orleans, Louisiana, where I will be attending the USA's longest-running Gold & Silver focused Investment Conference.
NEW ORLEANS INVESTMENT CONFERENCE Tickets ➤➤➤ http://NewOrleansConference.com/sdbul...
That will be all for this week's SD Bullion Market Update. And as always, take great care of yourselves and those you love.


33:12

SD BULLION VIDEOS from THIS WEEK
- DON'T PANIC: Gold & Silver Crash Explained (Is It Over?) • DON'T PANIC: Gold & Silver Crash Explained...
- Physical Silver SHORTAGE Is Here – We’re Seeing It Firsthand • Physical Silver SHORTAGE Is Here – We’re S...

CONTENT SOURCES
- Bullion Bank Insider: This is a 'Different Kind of Rally' for Gold | Robert Bob Gottlieb • Bullion Bank Insider: This is a 'Different...
- Robert Bob Gottlieb's JP Morgan Public Record & His Partial Legacy:https://gemini.google.com/share/b3e87...
- — www.GoldChartsRUs.com —

- Win 500 Silver Coins, enter here: https://SDBullion.com/sweepstakes
Click to expand...


He's got to work with Metals Focus group.
 
You must log in or register to reply here.
Back
Top Bottom