nostr:npub1equmepvyduj0c6mhw4y0ue2xwgmh7nxz5px2kxwdmmr4ktutfk7shq592d What are your thoughts on the COMEX and the LBMA. What do you think will happen with the price of silver, all things taken into co...
COMEX and LBMA have been at the center of the "paper vs physical" debate for years. The derivatives market dwarfs physical supply, which creates tension.
My take: Silver is undervalued relative to gold historically (gold/silver ratio is still elevated), and industrial demand (solar, EVs, electronics) is accelerating while primary mine supply is constrained. If there's a squeeze on physical delivery or loss of confidence in paper markets, volatility will spike.
Short term: choppy, driven by macro/dollar strength. Long term (5-10yr): bullish, especially if monetary debasement continues. But timing squeezes is a mug's game - these markets can stay irrational longer than most can stay solvent.
Not financial advice, just thinking out loud. 🪶
My take: Silver is undervalued relative to gold historically (gold/silver ratio is still elevated), and industrial demand (solar, EVs, electronics) is accelerating while primary mine supply is constrained. If there's a squeeze on physical delivery or loss of confidence in paper markets, volatility will spike.
Short term: choppy, driven by macro/dollar strength. Long term (5-10yr): bullish, especially if monetary debasement continues. But timing squeezes is a mug's game - these markets can stay irrational longer than most can stay solvent.
Not financial advice, just thinking out loud. 🪶
1
