I didn’t know robotics even used silver. You’re right, that might be the most compelling reason to buy silver and the miners.

The Captain’s article about the miners is spot on. They haven’t even really begun to roar, they are just ridiculously cheap right now.

Looks like we might have to wait until tomorrow before we see the pm’s start to run on the news of a rate cut and what appears to be the beginning of QE.

‘Most Divided’ Fed In 37 Years Cuts Rates; Restarts Balance Sheet Growth

On Fed day, it’s a given that the scum will have everything under wraps and in full control.

Looked like it at first as pm’s came roaring back with the shares and the dollar slid. Then it cooled off, but now appears to be moving back up.

What will Powell say to keep pm’s from rising?

BTW – if the EU were to do that it would be suicidal. Those people are insane – Clearly. I honestly think they want a nuclear war with Russia. I think they believe they can survive it. Doesn’t it seem like evil is pushing awful hard to fulfill the Book of Revelation?

Anyhoo, the rally monkey 🐒 is back. PM’s have reversed but they are working hard to keep them from popping. Powell on deck.

Unless there is a deal in Ukraine ,very soon. I can see Trump walking …threatening to cut NATO loose and then doing it,…..The Euro’s cannot have peace, as then the books get opened and they are looking at jail/ruination.

The row over X, has barely started, again unless the EU backs down Trump will retaliate, as that whole story stinks…..I saw ystdy that the bEU made more in fines last year off US co’s than it earned in TAX from them !!!!!!

A split could well be around the corner…..

Re windows…….yr right it is completely out of control, the Blob is a make work scheme and that window example is a perfect example……a friend wanted to get into the building biz a few yrs back, for when he actually retired, doing 3/5 houses at a time…

He had a plumbing biz, his mate was a builder and they both knew many landowners, who would sell them land, at good prices for a cut of the profits….they gave up, before they even started, as the regulatory costs ate nearly all the profits !!!!!!!

Only large estates get built mostly as they can spread the costs over many houses…..

Their new name will be Contango Silver and Gold, so we lose the “sex appeal” of a beautiful Trout, Dolly Varden Silver, known to be a rich EXPLORER in BC’s Golden Triangle, for , to me, an unknown new PM name,  Contango Silver and Gold… but we gain the status of being a PRODUCER with many excellent drill results, and at a time when production is extremely important. I expect this name change will be a setback for awhile until this merger and new identity become known, but I personally will be adding to my current position during that lull. FWIW from SNG!

This is what socialism does.

Besides what they did to Los Angeles Fresno San Francisco and other areas with open borders, putting them in management to bring more in be businesses or housing with multi people usually all men or had multi  kids born here getting welfare living in one space.

Eloro Resources Intersects Highest Silver Interval to Date at its Iska Iska project, Southern Bolivia with 72 metres grading 294.81 g/t Silver within a broader interval of 180 metres grading 164.74 g/t Silver in Hole DSB-93

https://finance.yahoo.com/news/eloro-resources-intersects-highest-silver-120000620.html

It’s such a crazy idea that I don’t think they’d do it. Then again they do a lot of stupid things … and they are desperate.

Trump should stick it to them over that $140 million fine for X. I’m sure there’s plenty he could do. It’s just a kind of theft!

It’s insane! No wonder their economies aren’t working properly.

Yes … and it also shows idiot traders have been top calling the silver rally for several months as well.

There is definitely no froth in this move.

None … except for the idiots.

Chuckle

I “copied” how Martin Armstrong’s web site responded to the idea of the EU potentially liquidating US bonds:

Trump needs to consider IMMEDIATELY entering an Executive Order that all EU member state debts MUST be liquidated INSTANTLY!!!!! Any hedge fund that holds EU sovereign debt should be subject to sanctions forthwith. Trump should issue an Executive Order barring any US investment in Ukraine whatsoever!!!!!!!!!!!!!!!!With the EU seeking to fund war, they will  need to sell debt.

The financial war is heating up!

They’re robbing people blind. They’re replacing a friggin window. Even adding on a structure shouldn’t be anywhere that much. That’s hurting businesses as  well.

I wonder if these people who are doing this are older with mental issues and or green eyed monsters who dont like younger people, resent people who succeed on their own meret who don’t care what the consequences of their scams when they die.

I wonder what age group in UK owns the most property. If it’s like the US or Japan where the majority are owned by babyboomers or older. The result could be a bunch of  not just homes but dilapidated homes by people who refused to get to robbed by these parasites either left abandoned or a over supply of  hard to sell properties on the market  in a few years and lasting for years.  It looks like they want to turn UK into a slum anyways.

Investing.com
@Investingcom
·
Dec 9
*EUROPEAN OFFICIALS EYE ‘NUCLEAR OPTION’ OF DUMPING U.S. TREASURIES IF TRUMP CUTS UKRAINE DEAL WITHOUT ALLIES — WSJ

https://x.com/lexhoogduin/status/1998410660112482652

Wall Street Mav
@WallStreetMav
·
9h
Socialist Europe, who wants this in America?

Replacing a window in Westminster.
Govern me harder.
We are regulating ourselves into oblivion.

short video

but I think the government will NEVER let JPM go under!

That would expose the whole charade, and the pitchforks would be everywhere. JPM knows that they have the full backing of the government behind them, and will continue to sell unbacked paper contracts.

IMHO, it will take some exogenous event for the system to be re-booted ( look how allegedly Donald Rumsfeld claimed that there were trillions of dollars unaccounted for, and then the building that again, allegedly housed that information, was blown up).

What that will be is anyone’s guess.

re selling…looks like they are taking advantage of the Fed. in that there will be few buyers today, in front of the meeting…so easy to smash it…..

Looks like they are selling more paper this am. Tons of volume.

Dog

The Real Reason JPMorgan Is Being Forced to Deliver Silver | This Is The $60 Trap They Can’t Escape

Discover why JPMorgan is now being forced to deliver physical silver they might not actually have—and why the $60 price level has become an inescapable trap that could blow up the entire paper silver market. For years, banks sold countless paper contracts promising silver delivery while holding only a fraction of the physical metal, and now industrial buyers and investors are demanding the real thing all at once. When the world’s most powerful bank can’t deliver what they promised, it exposes a fraud so massive it threatens to unravel the entire precious metals pricing system.

See how this forced delivery crisis reveals the dangerous gap between paper promises and actual physical silver sitting in vaults. Learn why $60 isn’t just another price target but the breaking point where JPMorgan’s leverage unwinds, triggering a chain reaction of defaults, margin calls, and panic buying that sends prices vertical while physical silver becomes impossible to find. Understanding this trap gives you the advantage to position yourself before the delivery failures become public and the market realizes how few people will actually get their metal. Learn the pattern that defines every major squeeze in market history: when big institutions get caught selling more than they own, the resulting scramble to cover creates explosive price moves that reward those who held physical assets.

Right … and it’s across the board … the greedy bankers, brokers and bureaucrats flipped their lids with respect to suppressing PMs to support their fantasy trades …

GOLD & SILVER MINERS: The World’s Most Undervalued Asset Class!

Every so often, the market presents an opportunity so glaring, so fundamentally mispriced, that it borders on the absurd. We are living in one of those moments. The entire global gold and silver mining industry; the companies that pull from the earth the foundational monetary and industrial metals of our civilization, has a collective market capitalization of less than $1 trillion.

This is not a rounding error; it is the entire sector. For context, that is less than the market cap of Tesla and a mere fraction of the valuation of Nvidia. This is not just a valuation gap; it is a reality distortion field.

The companies that produce the irreplaceable physical materials that enable our entire modern world are valued as a forgotten relic, while the companies that consume those materials are priced for multi-decade perfection.

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This historic mispricing represents the single greatest value opportunity in global markets today. The rerating is inevitable, and it will be violent.

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The Anatomy of a Historic Disconnect

How did we get here? How did the producers of the most essential materials on earth become a forgotten backwater of the market? The answer is a perfect storm of financial, ideological, and psychological factors that have conspired to create this generational opportunity.

First, the dot-com bubble and its echo in the Magnificent 7 era created a powerful narrative that the future is purely digital. For two decades, capital has been funneled into companies that deal in bits, not atoms.

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The intangible was rewarded, while the tangible was neglected. This created a massive capital starvation in the mining sector, leading to a dearth of new discoveries and a pipeline of future supply that is terrifyingly bare for the demands of tomorrow.

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Second, the rise of ESG (Environmental, Social, and Governance) investing acted as a powerful accelerant to this trend. While likely “well-intentioned,” the practical application of ESG mandates has been to create a blacklist of entire sectors, with mining at the very top.

It became career risk for a fund manager to own a mining stock, regardless of its fundamentals. This forced, non-economic selling has pushed valuations down to levels that have no relationship to their underlying profitability.

Third, recency bias has played a powerful role. The brutal bear market in commodities that followed the 2011 peak has scarred an entire generation of investors. They have been conditioned to believe that mining is a perpetually value-destroying enterprise, a black hole for capital.

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They have forgotten that commodities move in long, multi-decade cycles, and that the end of a long bear market is precisely the moment of maximum opportunity.

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The Valuation Gap in One Chart

Look at the chart above. It is the only piece of evidence you need to understand the scale of this opportunity. The combined market cap of the entire gold and silver mining industries is less than $1 trillion, while Nvidia, a single company, is more than four times larger.

The entire crypto universe, an asset class with zero intrinsic value and no industrial use, is more than twice the size of the entire gold mining sector.

This absurdity extends to every traditional valuation metric:

• Price-to-Earnings (P/E) Ratio: While the mega-cap tech stocks of the Magnificent 7 trade at forward P/E ratios of 30x, 40x, or even 60x, quality gold and silver miners are trading at a sober ~8-13x forward earnings. You are paying a 60-80% discount for companies that are more profitable and growing faster.
• Price/Earnings-to-Growth (PEG) Ratio: This is where the story becomes truly compelling. The PEG ratio, which measures the price you are paying for future growth, tells the whole story. For hyper-growth tech stocks, you are paying a significant premium for past and projected growth. For the miners, you are getting explosive, triple-digit earnings growth for pennies on the dollar. The PEG ratios for many senior producers are multiple times more attractive than anything you can find in the tech sector.

This is not a value trap; it is a historical anomaly. The market is pricing the producers of physical, essential, and irreplaceable commodities as if they are going out of business or the commodity itself will crash down, while simultaneously pricing the consumers of those commodities for flawless, perpetual growth.

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This disconnect between perception and reality is the source of the opportunity. And as we are about to see, the reality is that the miners are not just cheap; they are already more profitable than the tech darlings the market so adores.

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So, Let’s Dig Into The Following:

1. Profitability is here, right now! excerpt: “While the tech giants are battling slowing growth and margin compression, the miners are entering a golden age of profitability.”
2. The miners sell exactly what the world cannot live without.
3. When it comes to silver, the irreplaceable industrial metal, why supply cannot respond to higher prices! excerpt: “The world is producing less new silver today than it was a decade ago, at the precise moment that demand is set to go vertical. Silver production is hostage to the economics of the primary metals. A miner does not open a new lead-zinc mine because the price of silver has doubled; they open it because the price of lead and zinc justify the investment. The silver is just a bonus. This means that even if silver prices triple from here, the supply response will be muted, delayed, and insufficient.”
4. One sector will consume it all?
5. The great Central Bank floor.
6. The cascading demand waterfall and why miners eventually become the only option! excerpt: “This is the endgame. When the retail masses, the pension funds, and the generalist investors are priced out of the physical market, where will they turn? There is only one answer: they will be forced to buy the miners to get exposure to the metals they can no longer acquire.”…

Metals and Miners

CDE/vs the metal…..this has a potential to rally over 233 times..

This is a log chart

the non log chart shows the base

and here u get a sense of the base size…which can easily support such a move. !!!!

That second Video misses the upcomming demand from Robotics, which will be even more less elastic…ie higher silver prices will not worry a manufacturer of Robots costing $ 50 K and that demand will take over and exceed many times the Solar mkt….which is pretty well done, as Nut Zero dies.