11 Comments
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Dr. U V's avatar

Phys…Pslv…next best thing to owning physical metals…coupled with ownership in GDXJ. SILJ ensures good exposure to Pm sector

Mike Hardwicke's avatar

Plus GDX and SIL. Stick to the producers.

vigilantowl's avatar

Thank you for the article. I have heard about precious metal price suppression, and thought that it was more London-driven than China. I also had heard it was not just silver, but also gold. How does the suppression of prices work? I don't really understand this point.

Grey Rabbit Finance's avatar

The CME is a major player for the West in suppressing metal prices, especially Gold & silver. They flood the market with paper contracts that have no physical backing, creating fake supply out of thin air through derivatives. This drives the price down and keeps people from turning to metals as a real store of wealth, which would threaten fiat currencies. This also allows the west to buy cheap products from china and other BRICs. It’s price manipulation, plain and simple. Silver is by far the most heavily manipulated, with over 400 paper ounces for every real ounce of physical silver. Despite all this, physical demand keeps rising, and the disconnect between paper and physical markets is getting harder to hide.

Mike Hardwicke's avatar

Naked shorting by the major banks - the essential factor. Fact not fiction.

Herman Mills's avatar

I am sure it will happen but I am also very concerned desperate governments will forcibly confiscate it from their citizens in the name of national interest.

Grey Rabbit Finance's avatar

They tried that in 1933 from what I have seen numbers wise only 1/8 people turned their gold in. This time if it happens again, it would probably be even less in my opinion.

Mike Hardwicke's avatar

Unlikely given the amount owned by Central Banks. Nevertheless should they do so it will be the ETFs which they go to in the first instance.

messianicdruid's avatar

Gold is a sapling, silver is an acorn, cryptos are lightening [ energy ].

Loic's avatar

Gold backed bonds is almost like a form of currency really

Alexander Fernandez's avatar

Incredibly comprehensive breakdown—especially the link between U.S. tariffs, China's trade surplus, and the rising East-West divergence in precious metals policy. One thing I keep thinking about: if China continues suppressing silver prices for industrial use while simultaneously hoarding gold as a monetary asset, could this imbalance trigger a broader re-pricing of both metals in opposite directions? And if so, what would that mean for Western investment strategies that still underweight silver? Curious to hear everyone’s take.