Below we highlight various “Charts & Parts” as anecdotal evidence and a tailwind to a heist.
SILVER IN STRUCTURAL DEFICIT: demand has outweighed supply the past three years and this was BEFORE the seize and freeze of Russian assets.
IT’S SIMPLE MATH: this game is completely unsustainable.
CHINA GOT THE MEMO A WHILE AGO: forget what they say and watch what they do. China is casting their votes with their wallets.
MORE SIGNS OF BREAKAGE – THE DIVORCE BETWEEN GOLD AND REAL YIELDS: new demand/supply forces are overpowering traditional relationships.
A GOLD RESTOCKING – JUST IN TIME: the demand for physical metals surged during Covid, necessitating a major restocking by COMEX to avoid running out.
SILVER’S MARKET CAP: it does not even register on the charts.
** The number is shockingly small at roughly $1.5T.
** There are many COMPANIES with a higher market cap.
** Much of this is already spoken for (held as collateral) against the paper ETFs.
BITCOIN: A PAPER VS. PHYSICAL RED FLAG: it is not just precious metals that are subject to the paper vs. physical risk factor.
DARK HUMOR TO SOFTEN THE BLOW: lots of talk how precious metals have moved from the west to the east.
