Hi,
2025 has delivered the clearest evidence yet that the global silver market is in structural deficit. Five consecutive annual deficits have now removed nearly 900 million ounces from visible refined stocks. Mines and recycling cannot keep pace. The numbers below are verifiable, public, and accelerating. Shanghai Vaults Drained 56% in Seven Weeks On September 30,…
Category: Newsletter
2025: The Year “Digital Gold” Got Tested — And Failed
Imagine 2025: recession warnings dominate the news, grocery bills have skyrocketed since 2022, rent is out of reach for millions, and the stock market feels like a ride that’s about to derail. Bitcoin — once hailed as the unbreakable “future of money” or “digital gold” — is down. Exchanges freeze, regulators pounce, and panic sells…
The Government Wants Your Gold
Governments are scrambling, hoarding, buying, and now begging for your stash. When central banks and policymakers move this hard, it’s not a warning to sell… it’s a neon sign screaming BUY MORE. Let’s decode the headlines, expose the desperation, and show why your gold and silver just became even more valuable. Vietnam: 300-500 Tonnes of Gold…
The System Is Cracking Under Silver’s Weight
The alarms are going off, and this time they’re not subtle. Two events in the past two weeks reveal the same truth: the global financial system is running on fumes and is buckling under the weight of silver and gold’s strength leaving precious metals as one of the only escape hatches available on the market…
Gold-to-Silver Ratio Set At 10:1
Central banks are stockpiling precious metals, retail investors are sidelined, and emerging policies in Asia are rewriting the rules of monetary collateral. This newsletter dives into four game-changing developments: India’s bold pivot to silver monetization, a skyrocketing silver arbitrage within India, China’s gold warrant frenzy, and the stark reality of gold’s emerging inaccessibility driving a…
