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A flood of paper!

Just imagine what vol they must have used to hit everything simultaneously……

Month-End Adjustments by Commodity Trading Advisors

Overview of Adjustments

Commodity Trading Advisors (CTAs) often make adjustments at the end of the month. These adjustments can be influenced by various factors, including fund inflows and outflows, which tend to peak around this time.

MOM-TOM Effect

CTAs experience a phenomenon known as the MOM-TOM effect, where trading activity and price movements are significantly impacted during the turn of the month. Research indicates that a large portion of cumulative returns for CTAs occurs during the last few trading days of the month. This is attributed to net inflows or outflows that require CTAs to adjust their positions.

Types of Adjustments

• Position Rebalancing: CTAs may rebalance their portfolios to align with new market conditions or investor demands.
• Risk Management: Adjustments are made to manage risk, especially if there are significant market movements or volatility.
• Liquidity Considerations: CTAs may also adjust their positions based on liquidity needs, particularly if they anticipate large withdrawals or deposits.

… can’t have gold and silver finishing the week/month strong … see them crashing now … we can do that anytime we want … don’t pay attention to that traitor Powell … he’s on his way out anyway.

Buy bonds … chuckle

Let them sell the shares they always run to them run off. The train just might leave them running after it eventually. I just feel bad for the guys who ran after the chasing up the prices this morning then smacked right into the back of the train A minute later.

You .might have to re read that last post. I’m signing off for now.

Let me count the ways?  Dollar up a tiny bit and probably temporary posts Fed announcement. Tech got hit and silver is also a industrial but we know in this case there is still a shortage. Less they expect a crash and recession in which case PMs will recover And do well during that time. Are the tariffs settled? Is Iran settled?  Is this a temp stock reaction. Never the less there are stocks still with A upside potential and others just hit their first targets with more to come.

Earnings yet to come. I hope they’re good.

agreed…re never see…….but this is being done while millions more watch……..if there is no news, then many will wonder just why such smashes are allowed…plus I think the admin want prices up.

So they may get called out…..

They can pursue their fiat. I’ll keep my phyzz, thank you very much.

IMHO – they still have a problem with Shanghai.

we will never find out who/why we just saw this smash…..Sure smells of desperation…

WTF Just Happened…

https://www.zerohedge.com/markets/wtf-just-happened-0

Well I’ll be a donkeys nevermind. I take  that back.. they got Barrick too.. Hard to stay positive in this sector..

Yeah tech is down, but B survived and thrived. I’m glad, I added shares the other day. They’re shaking the tree. The stocks will win in the end.

Well if they can’t beat the big guys they’re going after the stocks and little guys. This morning early trading before open they bid PM shares up like a fishing hook. It gave me the opportunity to sell something thank you very much but I wouldn’t buy yet. You can’t be sure till you see what comes next. Then overpriced starts dropping and starts the selling.

They take back their bid.

So pm shares must be down too. However, it does appear that they are going to waterfall the metals back down as well.

Just so things look normal ya know.

The day-to-day bullshit that goes on with this sector is just too much.

This is going to be a paper flush for the ages. We’ll see if they use it for covering purposes.

The Fed can never appear to have lost control.

Vizsla Silver Provides an Update on Media-Reported Security Incident at the Panuco Project

https://finance.yahoo.com/news/vizsla-silver-provides-media-reported-130000339.html

Silver isn’t moving because of retail hype — it’s moving because physical demand is tightening while institutional flows quietly suppress silver miners. In this video, we break down why BlackRock’s influence on capital flows, rising margin pressure, and distorted hedging behavior are creating a dangerous disconnect between silver prices and silver mining stocks.

As silver pushes toward critical levels — including the widely discussed $94 silver threshold — the paper market and mining equities are lagging in ways that don’t make sense on the surface. Kevin O’Leary has repeatedly emphasized how incentives, capital concentration, and passive investing distort price discovery, and silver is becoming one of the clearest examples. This isn’t about conspiracy theories. It’s about mechanics: • Physical silver demand vs paper supply • Why margin hikes don’t always mean lower prices • How byproduct mining limits silver supply • Why miners lag before violent catch-up moves • How institutions manage narratives during regime shifts

When silver miners finally move, they historically don’t move slowly. They gap, reprice, and force late buyers to chase. The question is whether this rotation happens cleanly — or violently.

Hoctua … spit

Willem Middelkoop
@wmiddelkoop
·
5h
World gold mine production in 2025: 3670t

2025 Production deficit: 1330t

(more than 25% of total demand)

https://x.com/wmiddelkoop/status/2016801196749496534

Looks like the shorts were playing their games with the PMs this morning.

It’s a suicidal tragedy and will only lead to much bloodshed down the road.

Right … and when’s the last time the bankers (BIS, etc.) got squeezed going into first delivery?

Actually it was last month … but in terms of the last 50 years … this is a very new development that is a result of the global thirst for physical gold and silver.

Metals Daily Exchange Volume & Open Interest – CME Group

CME gold has witnessed a two-day drop of 58,000 contracts and silver has also dropped back into the buy zone in the 157,000 contracts area.

A good old fashioned short squeeze that would have previously resulted a railing of prices as open interest collapsed.

Chuckle … guffaw … spit

Re Holland

They used to be sensible hard working smart people……what on earth have they done……