33 Comments
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David Perez's avatar

BOOM 💥

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Jonathan's avatar

David,

Another excellent piece.

Your writings are essential for anyone following and/or investing in the precious metals markets.

So pleased I subscribed. Keep up the good work - many thanks!

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David Jensen's avatar

Thank you Jonathan - always great to hear that this writing is helping.

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bk25's avatar

I would think they would "halt" the trading in the exchange before they get a call from a client and they have to say...."ah we can give you paper but we can't give you the physical."

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David Jensen's avatar

Effect will be the same. Physical silver price discovery by supply and demand.

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bk25's avatar

Right. But if I understand this correctly the shorts among the big banks in the paper market are so big it will take them down. If one goes so goes the rest. Do I have this right? I don't think the gov will let this happen. Imagine the CNBC headline...XYZ goes under because of "silver" bets. People would say to themselves...what?

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David Jensen's avatar

Gold, silver and likely interest rates would all become highly volatile. A $100 price move in silver in a relatively short period of time would likely not have a salutary impact on the banks. They always try to socialize their betting and rigging costs so we will see what happens.

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bk25's avatar

What do you think silver could go to in a "Free" market?

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David Jensen's avatar

Don't know. Nobody knows.

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Barry V's avatar

Great post David … time to add some more I think .

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WeHeadForDesArtster's avatar

Didn't Bear Stearns have a massive silver short position which aided their demise? That wasn't publicised either was it?

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David Jensen's avatar

They did. JPM allegedly took it on with help from Treasury. Wasn't on the front pg. of WSJ.

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Stephen's avatar

I almost wonder if we weren’t being given a heads up of what’s to come: https://twitter.com/trumplasvegas/status/1275883895901179904?lang=en

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David Jensen's avatar

We will see in the not too distant future.

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Darren's avatar

Do you think events will converge before the election?

Increase to military consumption highly elevated solar panel can assumption and a flight to real money are the fundamentals

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David Jensen's avatar

Tough to say.

Signs of stress in the silver and gold markets are there.

Would not be surprised if it happened at any point in the next 6 months.

Nobody knows for sure.

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Darren's avatar

That 6 months is almost up...

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Adriano's avatar

So I understand that there is not enough gold in the vaults to back all the paper trading going on. What i still do not understand is why bullion banks would want to keep the price of gold down and how they would technically achieve this. Arent they just happy making money by providing a market for all this paper trading that is going on?

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David Jensen's avatar

Pls see Sept 6 post.

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bk25's avatar

David, what is to prevent another "slam" from happening. I don't have all the facts but was it not in 2008 when silver started to move and the big banks came in and pushed it down big time.

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David Jensen's avatar

Nothing can stop a slam in the paper physical market.

However when spot contracts are sold into a physical shortage market, it can rapidly escalate to default if delivery is demanded.

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john herzog's avatar

So what you’re saying is that the markets are really manipulated and the little guy has paper. It looks like the only out is World War III. As as soon to be former American, I’m heading for the hills hi ho, silver away

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David Jensen's avatar

Little guys do not hold silver spot contracts in London for silver or gold.

Investment funds, industrial users, pension funds holding paper contracts in London have been defrauded.

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john herzog's avatar

Unfortunately, the little guy gets stuck, holding the paper that being greenbacks. Seems that the overlords do quite well in a blatant obvious scam.

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John Mc Dermott's avatar

David,I don't know if this is real but it looks it.All political decent looks to be shut down.No Scott Ritter-Larry Johnson-Douglas Mac Gregor-Andrew Napoitano-Alexander Mercouri's on Rumble or X.

I believe we are under totalitarian rule at this minute.Please tell me I'm losing it.Gold up $40 and silver over a dollar

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bk25's avatar

I can’t help but agree with you. Wait till Nov and your belief will be solidified. Remember Joe Biden got more black votes than Obama lol

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Dimitri's avatar

Hi David!

My question: is the silver from the London vaults the same silver that is used industrially in the solar and military sectors? Or does the industrial silver come from another source?

Ty!!

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David Jensen's avatar

It can be used for any purpose once withdrawn. The vault silver can be drawn-down by holders of the spot contracts demanding delivery.

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Dimitri's avatar

Yes, of course the Lindon silver can be used for any purpose. But from where does the industrial silver come from? Does it come directly from the miners or does it come from another stored source?

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David Jensen's avatar

Industrial silver can come from anywhere. Other vaults, refineries, etc. It can be newly mined & refined, recycled silver, from above-ground stored, etc.

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Dimitri's avatar

Ok...ty.

So where do corporations mainly get their silver, do they have a certain preference?

Or is this opaque.

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David Jensen's avatar

Some buy from metal brokers, some buy from refineries, recent reports of some large users buying from miners themselves.

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Dimitri's avatar

I see. They shop around the major producers for the lowest premium.

Too bad that information isn't publicly posted because supply chain tightening would first be noticed in that space. MIC and ev producers are the first ones allowed at the trough. I imagine mic more so because it's a first level security priority. Then again, it depends how fast the mic can produce missles. They might have a very low and inconsequential production rate.

Ty for replying.

You're the best!!!

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