Very bullish

[SilverStacker]

$45.31 oz right now. Silvers not on a run, its simply all the data points behind it are coming together and the steady rise just isn't going to stop, I think anyway. Many houses are running out of ASE's which is pretty unbelievable. Think about it, economy, technology, military conflict, world stability, fiat weakness, gold performance, demand outstripping production, G/S ratio, low premiums, houses and shops are selling the hell out of Govt. bullion 1 oz'ers....ect A perfect storm hitting at one time.

Folks are not afraid to buy despite the prices because they are bullish, as am I, on 2025, 2026, and beyond, on the white metal. Even platinum and palladium are getting in on the act. I think folks are starting to realize the fiat currency's are in a tail spin that they just aren't going to pull out of and they want to own something that has real value. We Yanks are starting to remind me of the Turks when I was stationed there in the 1970's when their POS Lira wasn't worth arse wipe and the only way to dig themselves out of the hole was to acquire $USD or pound/stirling, or paper money of worth, use it to buy gold and then keep the gold in the family for many generations as their bank.

I'm not saying the $USD is the same now as the Lira was then but the battle lines are being drawn and the concept is the same. The economists are now saying 20% of your wealth should be in gold, and for that matter all PM's, but I think the true number should be 25% at least. I hope to scratch out another few oz's or 1/2 oz's of gold this year but in the meantime keep some silver in play. There will be dips but I think silver is here to stay as a solid investment.

 

[nickndfl]

You can add how much currency is sitting in money markets, USTs and underperforming stock sectors that will find its way to miners and bullion. It's multiple times the current PM stock sector.

Gold and silver.miners will be the new tech stocks that earn windfall profits once earning season hits. It's gonna be a blowout. Then it is going to explode like you never seen.

 

[SilverStacker]

You can add how much currency is sitting in money markets, USTs and underperforming stock sectors that will find its way to miners and bullion. It's multiple times the current PM stock sector.

Gold and silver.miners will be the new tech stocks that earn windfall profits once earning season hits. It's gonna be a blowout. Then it is going to explode like you never seen.

I agree. I wish I had the cash to invest in mining companys. Mining stocks are going to fly between the production need and the friendlier Govt. in Washington, which will probably run at least 10 more years.

 

[pmbug]

You can add how much currency is sitting in money markets, USTs and underperforming stock sectors that will find its way to miners and bullion. ...

Post in thread '#silversqueeze'

Sep 25, 2025

The silver FOMO bull will overrun the paper exchanges.

Global free float vault stock at the beginning of September was around 19,702.296 metric tons (see link below for details). There are indications that not all of that is liquid either (see second citation below).

Let's be conservative and assume that it is all liquid. Let's even round up to an even 20,000 metric tons to be super conservative with our math.

20,000 metric tons is 643,014,900 troy ounces. Let's assume an average cost of $60/ozt as buyers rotate capital from money market funds and other liquid...

• pmbug

 

[pmbug]

... we can see data showing an accelerated rate of metal demand moving toward sudden failure in the London precious metals market.

Failure of one metal’s leverage scheme in London will likely trigger sequential failure of the others.
...

London Precious Metals Market Shows Increasing Risk Of Fast Rupture

Earlier this week, this Substack noted that there was a divergence between market views on precious metals being ‘overbought’ in comparison to data showing that silver and platinum, in particular, are facing extraordinary London shortage in the face of increasing global demand.

jensendavid.substack.com

 

[Voodoo]

Demand goes UP with higher prices. That's why an exit plan was the least of my concerns. Some economists call this a Geffen Good.

 

[SilverStacker]

My exit plan is dropping dead. I'm leaving my metal for my wife and son, "my wife once working in commodities and knowing exactly what its all worth". My kid is interested in my numismatics. I can see him becoming a collector some day ; I'm teaching him what little I know.

I love collecting. But stacking bullion is a necessity with todays world and the crash of fiat currencys.

 

[nickndfl]

SS, tell your son to buy rare date gold in mint condition preferably Indians and St. Gaduins. Before you know it PM dealers will start cracking open common date slabbed pre-33 for the smelter. Same thing happened to graded common vintage silver coins in 1980. The high price wiped out any mint condition premium.

 

[SilverStacker]

Yes Nick I agree. The high melt values of gold are basically making gold numismatics yesterdays news. Its why so many houses are pushing sub-oz sov's and so many are selling/buying them simply for their metal weight.

I think silver collectables may be different. Yesterday I bought a 1843 sitting Liberty dollar, PCGS VF-20, for a price the collector in me just couldn't pass up, $429.99, well over $200 then its actual worth already. Even tho I always wanted a seated Liberty I had no plans to buy one and afterwards I had this horrible thought of my kid trading it in for the sub-90% rubbed off silver in the future because the price of silver goes so high.

Then I had this sick nightmare he did the same with my slabbed Morgans, the CC's most of all. Good heavens but $100 future silver might make many a youngster greedy as hell that they throw away established numismatic value for a quick fix. Coin shop operators can be like car salesmen or wolf packs that know an easy kill when they see one. But since I'll be dead I can't be around, whip in hand, to steer him right. All I can do is teach while I'm alive and hope it sticks. And its why I dont buy these Euro-1/4'th Sovs, yaknow the French rooster type things, all the British ones, the kraut coins, despite loving the bloody things. And its why I passed on the pre-'33 slabbed gold and simply bought 1 oz coins instead like the Krugerrand.

The gold ST Gaduins is a lovely design and I always wanted one or 10 but at $3,763.10 an oz slabbed gold has become far less a priority. Wake me for it after I hit the Mega and then I'll gladly buy it.

 

[nickndfl]

Down in FL silver coins have a tendency to tarnish more easily. Never had that problem with gold or platinum.

If I was the director of the US Mint I would push to restrike all the coins on the left with the 90% bars in Ft. Knox from the 1933 melt.