Another hotter than expected inflation report jolted markets this week. On Thursday, the Labor Department released the latest Consumer Price Index report. The CPI surged 7.5% in January from a year earlier. That exceeded most forecasts and marked a new four-decade...
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.
February 15, 2022
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.
February 14, 2022
Inflation is plaguing consumer markets, putting pressure on the Federal Reserve to raise interest rates to tighten the money supply. But as Rex Nutting writes in a MarketWatch column titled “Why Interest Rates Aren’t Really the Right Tool to Control Inflation”:
Interest rates—the “price of money”—have been unusually low for most of this century, particularly since the 2008 crisis but going back to Greenspan’s era. The wisest people I know differ on exactly why. Was it purely a policy choice, or the result of larger, less-...
February 12, 2022
Silver is on a long term SELL signal. Major signals can last for months and years and are suitable for long term investors.
Our long term stocks/bond model remains in favor of stocks over bonds. Investors should overweigh their portfolios with stock/stock ETFs for maximum growth.
February 11, 2022
If some people were already worried about the silver supply and supply chain since SilverSqueeze weekend last year, is it safe to say it hasn’t gotten any better now that truckers have shut down Canada, while a 7.5% inflation print this morning has people panicking...
After this post was published another Hawkish jawbone came in the form of James Bullard and a call for a larger rate hike in March. CME Group Fed Futures traders quickly adjusted their expectations to a .5% March hike at the behest of the Bullard jawbone.
February 10, 2022
Inflation or deflation? This is a question that may have a large impact on all investment vehicles depending upon the way this plays out. There are many good arguments on both sides of this discussion.
February 9, 2022
The recent explosion in inflation rates caused by runaway debt-funded federal spending and Fed money printing has sparked renewed interest in state legislatures in the role gold and silver play in hedging against systemic risks.
The outlook for silver demand is exceptionally promising for 2022, with global silver demand forecast to rise to a record high of 1.112 billion ounces (Boz) in 2022. The increase will be driven by record silver industrial fabrication, which is forecast to improve by...
There can sometimes be a very high price for engaging in groupthink, or going with the herd. The risk is missing important information because of a factor, perhaps a critical complication, that is outside of the usual groupthink.
However, interesting as those experiments and observations might be, they are still the result of specific parameters within a particular setting and an environment that doesn’t resemble real life. Serious and honest behavioral economists both understand and freely...
February 8, 2022
The S&P 500 index remains close to the 4,500 level following last week’s retreat. Was this just a downward correction?
The most recent Commitments of Traders (COT) report, for positions held as of Tuesday Feb 1, indicated, even more than expected, massive managed money selling and commercial (bank) buying in COMEX gold and silver futures. So, once again, as on every big price...
February 7, 2022
If I had a dime last week for every podcaster/market guru/tea-leaf-reader that used the term “trapped” in describing the Fed’s current predicament, I would be a great deal more liquid than I am today.
Silver stood as a top performer in 2020, up nearly 48%, its best year since 2010, when it rose over 80%. The white metal benefited not only from haven demand, fueled by unprecedented money-printing, but industrial demand as well.
The White House warned us the payrolls print would be low due to Omicron. Bank economists ranged from low to sub-basement negative numbers for today’s expected payroll print. Then the number came out massive beyond belief … and self-contradictory beyond belief as...
Often, the biggest consequence of Federal Reserve interest rate decisions isn't a consequence of the interest rate itself. Instead, its a consequence of how the changing interest rate impacts investor psychology. In the case of the 1920s and Tech Stock bubbles,...
Although headlines can move the markets, more often the opposite is true -- i.e., the cyclically-ordained ups and downs of stocks tend to color our perceptions of the news. We are watching this dynamic unfold in real time as Russia prepares to trample Ukraine.
February 6, 2022
“In many important ways, the financial crash of 2008 had never ended. It was a long crash that crippled the economy for years. The problems that caused it went almost entirely unsolved. And this financial crash was compounded by a long crash in the strength of...
February 5, 2022
Maneco64 - Mario joins us to discuss the latest issues affecting the gold and silver markets. Mario believes the end game is starting as central banks figure out whether their can tig
Silver is on a long term SELL signal. SLV is on short term sell signal. COT data supports overall higher prices. SLV is at major support.
Our long term stocks/bond model remains in favor of stocks over bonds. Investors should overweigh their portfolios with stock/stock ETFs for maximum growth.
February 4, 2022
The banks did it. They got caught. The regulators took the bribe. And now you can see how it all went down. The silver squeeze started last January 29, 2021. But the movie never finished, and now you’re about to see the ending.
The economy is great! Inflation is Transitory! Stocks always go up!
February 3, 2022
Conventional wisdom holds that the U.S. economy is overheating. New workers are virtually unavailable, raw material costs are soaring, and of course financial asset prices are in the stratosphere. And that’s why the Fed has to tighten aggressively.
February 2, 2022
I try to point out risks I believe most people do not want to see or cannot see because they don’t fit the norm by which people construct their perception of reality. I am accustomed, therefore, to being scoffed at because I am out of step with the thinking of the...
Bill Holter discusses the likely outcome of a Fed tightening cycle. With the massive levels of debt in the system, raising rates will be a short term effort. If the Fed doesn't reverse course, we can expect a bubble popping collapse in the debt system.
That is the question. Oh sure, The Fed may attempt to hike the fed funds rate as soon as next month. They may even attempt another hike in April or May. But what happens after that? Answer that question and you'll find a timetable for gold prices in 2022.
Anyone familiar with navigating the Great Lakes by either sail or by piston knows the value of a barometer and by default the peril of failing to heed one.
The recently elected Manhattan District Attorney has directed his office to stress “alternatives to incarceration.” Some states have altered theft laws such that it is a misdemeanor if the dollar amount is below a certain threshold. Lenient bail laws are letting...
Right out of the box this year, gold, silver, and mining stockswere extremely volatile.
February 1, 2022
The S&P 500 index gained 1.89% on Monday, as it extended its Friday’s gains and broke above the 4,500 level. It retraced more of its recent declines after breaking above the last week’s consolidation along the 4,300-4,400. On last Monday’s low of 4,222.62 the...
January 31, 2022
Last week's pointless gyrations did little to dispel the notion that the bull market is over. The vicious short-squeeze in the final minutes of Friday's session only added to the impression that rallies are being stage-managed to suck in rubes.
January 30, 2022
You’ve heard the old stock market adage, “As goes January, so goes the year.” If so, 2022 will be a wild ride.
Stock market volatility has become ridiculous, which is exactly what we should expect at this point in the cycle.
January 29, 2022
Silver is on a long term SELL signal. SLV is on short term sell signal. COT data supports overall higher prices.
Maybe silver’s price performance is not so bad. There is a case to be made that silver has met its expectations; at least relative to gold, that is.
Over the second half of January, we witnessed a fresh wave of volatility in equity markets, culminating in a pullback that caused widespread concern and endless headlines in the mainstream financial press. There was speculation of a full blown correction, other “...
Our long term stocks/bond model remains in favor of stocks over bonds. Investors should overweigh their portfolios with stock/stock ETFs for maximum growth.












