Current spot paper price $77.63

I don’t think they can coexist.

Apparently $80 silver brings enough supply from investors, hoarders, and Mom and Pop, and/or mines and refiners can suddenly produce more, so that the industrial demand from all the diverse sectors and processes can be satisfied or switched to alternative materials virtually overnight. And the stories of shorts for decades were all lies or they have all quietly covered. And Comex must somehow have access to all they need to satisfy any requested deliveries, or they never were seriously short (more lies).

Wow, crisis averted!
Surely at least some miners will now be able to turn reasonable profits for a while if it stays as high as 70-80, or at least 60.
Industry is safe so the economy is safe from any significant price increases due to rising silver prices, and the big banks are safe so there will be no silver-caused inflation due to the Fed creating ‘money’ to bail them out of shorts. And the US and China won’t need to squabble over silver availability.

I have actually worried sometimes that the effects of all the reported stresses could get ‘out of hand’.

But now, no worries!

Capital is flowing to where it feels it’s needed, where the best return is. Why impede it? Should he also ban mutual funds from buying Apple stock because they have made it too expensive for the ordinary Joe? Or ban foreign central banks from hoarding gold?

Pension funds in Oz have bid up the stock market so that it is overvalued, too expensive for anyone. Should the govt. tell the AUD4.5tn industry to push the market, and the value of people’s pensions down, by selling? Is Blackrock not a part of some people’s retirement funds in the US, and have their retirement savings not taken a hit with the 9% drop in Blackrock’s share price?

He’s wrong, its not just big institutional corporations. I noticed decades ago, because our fiat money loses value over time, many people put all their savings into buying extra houses, like hoarding houses. I know an old lawyer that owned 100 homes that are rented out.

Try to imaging if people put their savings into cars? Hoarding them, they would drive the prices higher than normal and most people would not be able to afford one, they’d be forced to rent a car.

However, in a real money system like a hundred years ago, people putting their saving or hoarding gold or silver won’t hurt the public at all. Plus the hoarding or saving AU and AG would drive the values up, and over times less and less money would be needed to buy things.

You would never have to ask for a raise. In fact from 1800 to 1934 prices we slightly lower over time. If you had an old Sears Catalogue you would not need a new one every year.

P.S. maybe getting rid of all the immigrants will lessen demand. In fact in my area Fairfield advertises full page adds with $99 security and no rent raises if you sign for two years, so maybe the results of a glut of apartments is starting.

parts:

Private equity giants, real estate investment trusts and other large institutional investors have amassed sizable portfolios of single-family rental homes over the past decade. Many have argued that these investments have reduced housing supply for would-be homeowners and helped drive up prices.

Blackstone was the largest private-equity owner of apartments in the U.S. with more than 230,000 units, according to data from the Private Equity Stakeholder Project released last year. Blackstone in recent years has spent billions acquiring real estate companies such as Tricon Residential, American Campus Communities and AIR Communities.

https://www.cnbc.com/2026/01/07/trump-housing-affordability.html

It was a significant element of the cost of a panel before the rise. The substitute process is already proven. If silver goes to $200 I suspect that batteries will become uneconomical too. $500? Definitely.

Back when we had the REE price explosion all the pundits were saying how China controlled the market, that there were no alternatives to rare earths for TV LEDs, magnets or polishing agents and everyone was held hostage. Fast forward a year and OLEDs, organic light emitting diodes, were taking over the TV sphere, an alternative to polishing glass without cerium oxide was around (now, you can hardly give cerium away, it is more of a contaminant than a resource) and prices had fallen back. But the damage had been done. The Chinese now seem reluctant to use prices for the magnet metals as a weapon, as they know that there are DC and AC motors that don’t use magnets. The only real Tesla models made had Tesla motors which had no magnets. Price Nd/Pr/Dy magnet car motors out of reach and the Chinese lose a whole industry, with only miniature speakers and military applications remaining.

Conductivity of copper 5.96

Conductivity of silver. 6.30

Density of copper 8.935

Density of silver 10.49

So copper has a 10% advantage of conductivity per weight over silver.

Re substitution and Ag…….In nearly all cases it can’t be done, or the cost does not matter….in cars the percentage of the cost of the car is v small, even with Ag in the multi hundreds and more importantly Silver is the only metal that works in solid state batteries..

In robotics u have the same battery problem and the robots if mobile must be light……

Then u come into the fact that most silver is mined as a by product, so until the price of silver outweights the Zinc or Copper supply will always be tight, as that will never happen.

Re: Maduro and Venezuela … Did the US do the right thing?

Yes (51%, 20 Votes)
No (33%, 13 Votes)
I don’t know (15%, 6 Votes)
Total Voters: 39

Re adens

Always poss for a pull back and v likely now…but big picture is super bull…..Gold could see $ 8000, or even $ 25000…..Silver will blow that performance away and the shares will blow away Silver performance…..the move is in a parabolic rise.

And have issued a stable coin fully backed by gold, so you can buy things with ounces, or scudos as they call their smaller unit, 1,000th of an ounce, currently worth $4.455. They already have a stable coin fully backed by UST.

Next stop silver?

If so please paraphrase what their basic predictions might be right now

Someone hit all PM’s after the SM close last night…..right after strong closes near all time Hi’s . a very clever point to hit…..as I posted a C down wave was possible…..judging by those Zero articles, it looks like a concerted hit is on.

Cheers

Even though it is the best conductor of electricity. Likewise we don’t build ships of gold, even though it never rusts. So when the price of silver shoots up, manufacturers change to copper because the drawbacks of copper are outweighed by the lower price.

https://www.zerohedge.com/markets/soaring-silver-prices-force-solar-makers-rethink-materials

This won’t happen overnight – in Q2 2026 according to the article – but if industrial demand was a major driver of the price surge the substitution will have an effect. While industrial demand must’ve pushed the price up some, I suspect that investment as a substitute for gold is/has become the prime driver now that people have been reminded that there is a cheaper alternative to gold. “Cheaper” only meaning I can really feel the weight of $500 of silver! And I can see it without a magnifying glass.

Is Silver About To Crash: Why Two Banks Thinks A Meltdown Looms Next Week

It’s an article for premium members, but it seems like ZH likes to bash G&S….

Switzerland freezes the gold.

Venezuela under Maduro shipped gold worth $5.2 billion to Switzerland | Reuters https://share.google/1LEHoPxigIYXqii6X

looks like we are in C down of A-B-C….could be sideways or down….Au, Ag and Plat etc all tracking the same , though the shares are showing Less volatility !!!!!

more like normal to see short covering into the close. Should see it particularly in the silver shares. Should and will are two different things I guess.

AEM  and AGI flipped positive. Didn’t realize the HUI got all the way down to 719 this morning, -33 points. Now down only 7.

FTAI Aviation Ltd, I owned it last year in 2024 until some shorting company shorted it for some strange reason.

I noticed it finally made an upside breakout on Dec 30 and going up steady 6 trading days ever since. So I looked it up and its been going up for good reasons, so I bought a few shares today.

If you scroll down you can see the insiders have been buying.

https://finviz.com/quote.ashx?t=FTAI&p=d

Below here you can see FTAI “crossing lanes of traffic” out performing gold/silver miners during one month.

https://www.msn.com/en-us/money/chart?id=a1n2hw&comparisons=a1n1im%2Ca1upz2%2Ca1pe52%2Ca1r9u2%2Ca1ntfr%2Ca21ylh%2Ca22irw%2Ca1teur&timeFrame=1M&chartType=line&projection=false

Treefrog – couldn’t agree more

deer79 – for the small fee of $99.99 the name of that undervalued million dollar junior can be revealed to you.

….and what is the miner referred to in your last posting????

What it means is on occasion longer term, the Dow and Gold prices cross each other.

Like around 1980 Gold hit 800 and the Dow was down to 796. For that to happen again, with the Dow now at 49,584, Gold would would be up past $49,584 per ounce.

Or, if the Dow would have to drop to 6,000 (from 49,584) and Gold up past $6,000/oz. (one ounce buying the dow) The Dines Letter used to mention the Dow Gold ratio. I think it happened around 1929 also.

The Silver Spike is Here: Why $80 is Just the Beginning, the M2-Adjusted Target is $744, the Miners are About to Go Ballistic, and This Silver Junior Is Set to Have a Parabolic 2026!

For years, it was the forgotten precious metal, the laggard cousin to gold, suppressed and ignored. But in early 2026, something snapped. Silver did not just “catch up”; it began a violent, historic re-pricing.

The explosive move to now above $80 an ounce, a stunning +266% gain from its recent lows, is not the end of the story. It is the first chapter.

This is not a speculative frenzy driven by retail whims. This is a fundamental revaluation driven by a perfect storm of three powerful forces:

• a catastrophic industrial supply crunch
• a tidal wave of monetary inflation
• a still-belated recognition by institutional capital that silver is the most undervalued asset on the planet.

While the mainstream financial media is just waking up to the move, the physical market has been screaming for months, with dealers sold out, premiums in China soaring, and a structural deficit that can only be solved by much, much higher prices.

• You need to know the complete story of the great silver re-pricing.
• You need to know its real potential if the environment gets as charged and crazy as many believe it will.
• You need to know that the silver miners are currently undervalued relative to the metal and why.

And you need to know about this silver junior miner and its potential for a big move in 2026.

Let’s Dig Into The Following:

1. The current silver spike is not about jewelry demand or a sudden, fleeting love for precious metals. It is the result of (3) distinct, powerful, and simultaneous forces hitting a market with paper-thin liquidity. Why these (3) titanic forces are not acting in isolation; they are feeding on each other, creating a violent, self-reinforcing feedback loop!
2. As stunning as silver’s move to ~$80 has been, the most incredible part of this story is how cheap the silver mining stocks still are. In a normal bull market, the junior miners provide 2-3x leverage to the underlying metal price. In this market, they are not even keeping pace with the metal. This is a classic sign of disbelief by big money. Why when they finally come around to belief, the tsunami of cash that will pile into this tiny, illiquid sector will make the recent move in the metal look like a tremor before the earthquake!
3. To understand the magnitude of what is likely coming, we can look to past cycles for examples. The current setup in the silver market is not without precedent. The 1970s and the early 2000s both witnessed explosive, multi-year bull markets in silver that offer a roadmap for what is possible today. The fact that the miners are currently lagging the metal so dramatically is not a sign of weakness; it is a sign that we are still in the very early innings of this bull market. The stage is set for a move that will not just echo the past, but will likely dwarf it!
4. In the hunt for undervalued silver miners, this company stands out as a textbook example of the opportunity at hand. This is a company that combines a world-class asset, a safe jurisdiction, a proven management team, and a chart that is coiled for a massive breakout. The best part is it sits in the same neighborhood as multiple major producers. Why this currently undervalued junior silver miner represents a rare convergence of fundamental and technical tailwinds!
5. And why the silver re-pricing is not a question of “if,” but “when!”
   Metals and Miners

illuminatibot
@iluminatibot
·
3h
Trump administration cuts recommended childhood vaccine schedule from 72 to 11

https://x.com/iluminatibot/status/2008897798134018246

we have been seeing volatility on steroids in silver.  i suspect this is only a preview of coming attractions for the next couple months.  as the end of march (delivery month) approaches, it will likely escalate.

buckle up.

Daily Iran News
@DailyIranNews
The Russian army is urgently evacuating the staff of the Russian embassy along with their families in Israel and returning them to Russia. This is the third flight by Russia in the past 24 hours to evacuate its embassy in Israel.

There are some news that Russia has been informed of apparently.

https://x.com/DailyIranNews/status/2008865020277346687

Thank you for the DJIA/Gold info.!