Silver Editorials & Commentary

Read the latest silver market commentary, editorials, essays and reports about investments and trends in the silver market and the economy in general.

 

August 1, 2023

As the dynamics in the silver market have changed in recent years and left silver in a yearly deficit, one of the driving factors has been the large amounts of silver that China is using, in particular for solar panels.

Get your free copy of this detailed 54 page Silver Investing Guide. Inside this comprehensive guide, you'll discover: what drove silver's historic surge, the gold/silver ratio strategy that delivered exceptional returns, why analysts forecast prices well into the hundreds, the 5-year supply crisis, how to invest after a major rally, and more. Read More.

July 31, 2023

Why does a guy who looks like the cigarette smoking man from The X Files, radically altering bank regulations? Why is silver getting smashed today? It's probably Japan's fault.

July 29, 2023

Cycle is up. Trend is up. The correction is now complete. We are holding positions in gold stock ETFs.

Our long term stocks/bond model is in favor of equities over bonds. Trend is up. VIX is now up, caution is advised.

July 28, 2023

We expected a bounce to test the USD breakdown sooner or not too much later. Indeed, a logical point for the bounce would have been the 62% Fib retrace of the entire bull move (clearer on the weekly chart per this post). Instead, Uncle Buck decided to take matters...

July 27, 2023

One of the biggest gripes among silver investors is how the price is set on the COMEX, by paper contract trading that can often bear little to no resemblance to what's actually happening in the underlying physical market.

July 25, 2023

Last week Ronan Manly of BullionStar.com reported on a recently opened Asahi gold and silver vault that was added to the COMEX's approved vault list, and in this week's SilverFix report from Vince Lanci, Vince talks about the new storage location, and how it's a...

July 24, 2023

The rally in silver is now in its fourth week and we're all wondering where and when the pullback is going to start. It should be soon, given that silver's open interest has rocketed from 113,000 to now just over 150,000 since June 29. That's 37,000 contracts opened...

July 22, 2023

Our long term stocks/bond model is in favor of equities over bonds. Trend is up. VIX is now up, caution is advised.

The white metal is priced for an economic outcome that’s unlikely to materialize. 

July 21, 2023

Tracking the silver price and determining its fair value may well be one of the trickier topics in finance. Because in addition to there being a few different ways in which market participants feel it should be priced (monetary metal, industrial commodity), there's...

July 18, 2023

Silver’s technical setup is intriguing as it just rebounded off both the 200-day and 400-day moving averages. In the past, rebounds from the 400-day moving average have led to bullish moves. We discuss that and more.

There's been a lot of attention placed on the COMEX and LBMA silver vault totals over the past year, as both levels have declined substantially ever since the silver squeeze weekend at the end of January of 2021.

July 17, 2023

SILVER – HOW HIGH CAN IT GO? The price of silver jumped higher by nearly $2 oz. over a two-day period last week. The white metal now sits just under $25 oz.

The bottom in silver is finally in. In retrospect, it's been in since June 23 at exactly the 200 week moving average, and the pattern of higher highs and higher lows continues since September.

July 16, 2023

Will a slumping dollar help silver soar, or is the crowd re-enacting their mistakes from 2021 and 2022?

July 15, 2023

Cycle is up. Trend is up. The correction is now complete. We are holding positions in gold stock ETFs.

Our benchmark SP500 is on long term SELL signal. Oil sector remains on long term BUY signal at the end of June. Gold sector is on a long term BUY signal.

July 13, 2023

By printing billions of dollars in QE as the the world came out of the recession in the spring of 2020, the FED created, not quite a bubble, but a massive move far  above the 200 week moving average, and that created the conditions for this huge bear market when...

July 11, 2023

While silver has declined sharply from its 2023 highs, it remains anchored by its 200-day moving average. However, as the liquidity fundamentals continue to deteriorate, we expect a breakdown to occur over the medium term. 

July 10, 2023

It may not look that way now, but gold and silver are actually in great technical positions for the next advance. Gold is showing support at the 2011 highs, which until now has been resistance. Silver is sitting right on top of its 50 and 200 week moving averages, a...

July 8, 2023

Our long term stocks/bond model is in favor of equities over bonds. Trend is up. VIX is now up, caution is advised.

July 7, 2023

Earlier this week, Bloomberg was reporting about the situation with the silver supply, which is being further exacerbated by the stunning demand that is coming from the solar sector.

July 3, 2023

Adrian Day, the founder of Adrian Day Asset Management, returns to the show to discuss the importance of physical gold and silver as a foundation for financial well-being.

Nearly 30,000 silver futures contracts have closed out since June 22. That's 1 out of every 5 contracts, and that most likely means a major trend change is imminent. Longs are bowing out, shorts are covering, and we are now below 120,000 contracts, right near a 10-...

July 1, 2023

As the white metal hangs on for dear life, the fundamentals continue to grow more ominous.

Our benchmark SP500 is on long term SELL signal. Oil sector remains on long term BUY signal at the end of June. Gold sector is on a long term BUY signal.

June 29, 2023

There's been an increased amount of attention on gold and silver in recent years, especially following the Federal Reserve's historic increase of its balance sheet after the pandemic in 2020. And as investors become interested in the precious metals, they often want...

June 28, 2023

Gary Wagner, the editor of TheGoldForecast.com, joins the show, and we discuss the current state and future outlook of gold and silver in 2023.

In this week's physical silver report with Andy Schectman of Miles Franklin, Andy reports some good news, as silver premiums have continued to drop.

June 26, 2023

The bad news is that the silver price is getting walloped. The good news is that so are the Comex physical silver stocks. One vault in particular - Malca Amit - put its entire stock of over 3 million ounces up for sale against futures in a single day. Expecting big...

June 24, 2023

After a crash to the 200-day MA, is this the bottom, or could silver retest its March lows?

Silver is on a long term BUY signal. Cycle is down. Trend is down. A correction is near completion.

Our long term stocks/bond model is in favor of equities over bonds. Trend is up. VIX is down and markets are up.

June 23, 2023

Comax Adds 5 Million silver Ounces To Registered As July Deliveries Loom. One of the key trends in the silver market over the past year has been the steady drain of silver from the COMEX's registered inventory. Which has gone from 150 million ounces during the...

June 22, 2023

It's been a tough 2-day stretch in the gold and silver markets, as the prices are down again on Wednesday, falling shortly after the COMEX open in New York. A familiar theme, that comes the day after Tuesday's plunge following the COMEX open in New York.

June 21, 2023

The new Office of the Comptroller of the Currency quarterly OTC derivatives report for positions held as of March 31 was, once again, a stunner.

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Peru became the world’s largest producer of silver in 2012.

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