Author argues silver is a no-brainer long due to China's export ban, dollar collapse, war fears, hyperinflation, and bank short positioning, expecting the paper price suppression to break.
Unpriced research observations (excluded from Calls and Returns):
XAGUSD — LONG The author claims silver is a no-brainer long since China banned silver exports on 1/1/26, expecting the physical market to blow up. The mechanism is that physical silver trades much higher in China, Japan, and India while US banks are short 220 million ounces, so the paper price suppression should eventually break. Catalysts cited are the dollar collapsing, escalating war fears, and hyperinflation. The main stated risk is that banks keep suppressing the paper price. Exact non-equity contract requires separate historical validation; no generic proxy.
Ever since China banned exports on silver on 1/1/26 this was a no brainer. It’s only a matter of time until this really blows up.