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Feb 18
|
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$70.09
$70.09
-0.0%
|
LONG
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Diane Garrett
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Silver is facing a "structural deficit" not seen in five years, while China is restricting exports. Concurrently, industrial demand is surging due to AI data centers, solar panels, and solid-state batteries (which require ~2kg of silver per vehicle). Silver is often traded purely as a precious metal (currency hedge), but the industrial use case is creating a physical floor. If the US imports 64% of its silver and classifies it as a critical mineral while supply tightens, prices must rise to incentivize new production (which is difficult as silver is usually a byproduct). Long Silver exposure via ETFs or miners. Garrett mentions a momentum analyst forecasting $300 silver (extreme bull case), but the fundamental floor is rising. Global recession reducing industrial demand; new mining supply coming online faster than expected. |
Bloomberg Markets
China Doesn't Want Russia to Lose Ukraine War...
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|
Feb 18
|
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$70.09
$70.09
-0.0%
|
N/A
|
Finnhub News
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— |
Finnhub - SLV
The Rise And Fall Of The Silver Price
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Feb 17
|
|
$66.37
$70.09
+5.6%
|
N/A
|
Finnhub News
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— |
Finnhub - SLV
After Hitting $100/Oz, Silver In Speculative ...
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Feb 16
|
|
$69.72
$70.09
+0.5%
|
SHORT
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Zach Pandl
Grayscale
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"We probably overshoot shot by a significant margin on speculative capital inflows... my own view would be precious metals trade kind of weak for the short term." The recent parabolic move in metals was driven by a temporary "squeeze" (tariff threats moving inventory from London to NY) rather than pure fundamental demand. As this squeeze dissipates, prices will revert. SHORT (or AVOID) Precious Metals in the immediate term. A sudden geopolitical escalation or rapid currency debasement could reignite the squeeze. |
Unchained (Chopping Block)
Does Bitcoin Win or Lose In The Great AI-Tech...
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Feb 14
|
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$69.72
$70.09
+0.5%
|
LONG
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Joe Mathieu
Host, Bloomberg Radio
|
"Gold is up more than 2% today. Topping the $5,000 level... Silver at about $77 per ounce." Treasury yields (2-year) fell to 3.4% on cool CPI data. The inverse correlation between real rates and precious metals is driving a historic breakout. Lower yields reduce the opportunity cost of holding non-yielding assets like gold. The breakout above $5,000 signals strong momentum. LONG. The macro environment (falling yields + geopolitical fear) is the perfect storm for metals. A resurgence in inflation data forcing the Fed to hold rates higher for longer. |
Bloomberg Markets
Clock Ticks Down to Partial Shutdown Deadline...
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Feb 05
|
|
$66.69
$70.09
+5.1%
|
NEUTRAL
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Katie Stockton
Founder, Fairlead Strategies
|
Gold has triggered a monthly sell signal per DeMark indicators after a parabolic move. It is showing "upside exhaustion." Assets that go parabolic often face a long period of digestion (sideways or gradual correction) rather than an immediate crash. The "safe haven" narrative is currently failing as Gold correlates with risk assets. NEUTRAL. The easy money has been made; expect a trading range rather than a new trend. A deepening liquidity crisis could force the sale of winners (Gold) to cover margin calls in other assets. |
Unchained (Chopping Block)
Bitcoin Is Deeply Oversold. Does That Mean th...
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Feb 05
|
|
$66.69
$70.09
+5.1%
|
SHORT
|
@markminervini
|
Historical analysis suggests that $SLV, after 20% corrections from ATHs and major tops, tends to experience deep and long declines. |
@markminervini
If history is a guide, the future for $SLV is...
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Jan 29
|
|
$105.57
$70.09
-33.6%
|
AVOID
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@markminervini
|
The tweet describes a "climax run-up" in silver with conflicting sentiment from both shorts and retail buyers, indicating extreme positioning and potential for a violent unwinding. |
@markminervini
I’m certainly not the only one seeing the cli...
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