The gold-silver ratio is currently over 100, historically unusual, indicating potential for silver prices to surge to $35-$37 and then $50 or more as the ratio compresses.
Silver’s industrial component (60%) and precious metals component (40%) create a tug-of-war between recession concerns and catch-up trade opportunities.
The dollar’s dramatic sell-off and precious metals’ strong performance are abnormal, potentially signaling recession risk and tariff impact on industrial demand.
The SILJ ETF has lagged silver prices, indicating potential for dramatic catch-up when the market recognizes the silver space’s value.
Larger silver producers like Kerr Heeka, First Majestic, YA Gold, and Silver Endeavor offer tremendous opportunity due to their leverage to silver prices.
Cerro de Pasco Resources has a poly-metallic deposit with 27% silver, offering significant upside potential if silver prices increase.
Discovery Silver acquired the Porcupine gold complex, providing cash flow to develop the world’s largest undeveloped silver project, Cordillera.
Kingsman Resources is drilling a past-producing area in Chihuahua, Mexico, with rich silver grades of 300-500 g/t over decent widths.
First Majestic Silver acquired Los Chispas and Los Catillos assets, strengthening their silver-dominant position in Mexico.
Endeavor Silver acquired the Culpa mine in Peru, funding development of their Terranero project to increase silver production.
Gold Gold is a remediation project cleaning up toxic tailings with a high IRR of 165%, lasting 3 years with potential to double mine life.
Gold prices surged $90 to a new all-time high of $3,400 per ounce, driven by China’s aggressive buying of gold and silver.
The dollar index dropped to a three-year low due to speculation about Federal Reserve Chairman Jerome Powell’s removal.
A global race to the bottom for fiat currency is underway, with the dollar weakening and euro, yen, and Swiss franc strengthening, impacting exports and fragile economies.
The $36 trillion US national debt reflects Washington’s irresponsible behavior, signaling investors can no longer rely on America’s “golden credit card”.
China Hunt brothers are making a significant impact on COMEX, challenging JP Morgan and driving current market prices.
ETF buyers remain focused on stock dips, adding $600 to gold’s price, with the next target at $3,600 based on ETF flows.
The Federal Reserve’s 112-year precedent of bailing out policy-induced stock market crashes with trillions of dollars of “stock market morphine” has been broken by Jerome Powell’s inaction despite crashing inflation and rising recession odds.
The Fed’s dual mandate of price stability and economic growth conflicts with its bailout practices, making it an “arsonist and firefighter” according to Jim Grant’s quote.
Donald Trump may fire Jerome Powell early or appoint a shadow Fed chair to influence policy, leveraging the ambiguity in the legal definition of “cause” for dismissal and potential Supreme Court rulings on presidential control over independent agencies.
The Federal Reserve’s independence from voters is questioned, with some arguing it’s like an “occupying army” that needs to be backed by gold or Bitcoin to achieve actual growth and price stability.
The prediction market favors Kevin W., an inflation hawk who supports tight money and high rates, but has also shown loyalty to Trump, suggesting potential rate cuts to cushion federal layoffs, mass deportations, and tariffs.
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