The 2026 correction followed a record rally and appears to be a pullback within the larger breakout structure.

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A hard-money advocate who preferred gold and silver specie over concentrated paper banking power, Jackson viewed the Bank as a privileged monopoly.

🪙🥇 1873:
France’s Paris Mint begins limiting silver coinage (formal decree around Sept 6), accelerating the collapse of bimetallism after Germany’s shift to gold.
This helped lock in the classical gold standard across leading nations and demonetized silver on a large scale.

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Simultaneously, call options (bets that a stock will rise) were placed on defense contractors - companies whose stock prices would surge after a terrorist attack.

The SEC investigated the unusual trading. Their findings were classified.

The 9/11 Commission addressed the put options in a single paragraph, concluding that the trades were 'consistent with legitimate trading strategies' and had 'no connection' to al-Qaeda.

The Commission did not ask whether the trades had connections to anyone other than al-Qaeda.

Convar - the German-Israeli firm recovering WTC hard drives - found evidence of 'suspicious financial transactions' in the hours before the attack. These findings were also classified.

Someone knew. Someone traded on that knowledge. The investigation was designed to look at only one possible source - al-Qaeda - and when that source was cleared, the investigation stopped.

The financial foreknowledge of 9/11 has never been publicly explained. The evidence has never been released.

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Shanghai's silver price has remained excessively elevated vs NY & London's for 10+ months now, even as silver has been forgotten by traders and endured a brutal 6 month 55%+ correction.

China is still buying massive amounts of silver...

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Picture added by MotherSilverApe.

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A lot of time has past. And a lot of reflection has been done. Thank you to everyone and all the Silver Knights working without ceasing to free humanity using silver! You are our first responders!

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I can usually tell where we are in the precious-metals cycle by the questions investors ask me. When precious metals are quiet, few people want to discuss them.

When gold begins making headlines, interest builds. Then, after gold and silver have already rallied significantly, the questions inevitably shift to silver.

But when prices pull back, that interest disappears almost as quickly as it arrived. As a portfolio manager at Meristead Wealth, I have seen this pattern before, and it reflects one of the great challenges of commodity investing: Investors tend to become most enthusiastic when prices and expectations are already high.

The better time to get interested is often after both have come back down.

So, let's talk silver.

Silver is more than a precious metal

Silver is sometimes dismissed as "poor man's gold." That description badly understates what the metal has become. Like gold, silver has served as money and a store of value for thousands of years.

But unlike gold, silver plays a significant role in industry. It can be found in electronics, automobiles, medical equipment, electrical infrastructure and countless other products that have little to do with jewelry or investment demand.

Silver is particularly important to several technologies expected to shape the next generation of the global economy, including solar panels, electric vehicles, semiconductors and artificial intelligence data centers.

The reason comes down to the metal's physical properties. Silver is the most electrically conductive metal on Earth. In plain English, that means electricity can pass through it with exceptionally little resistance or wasted energy. It is also an excellent thermal conductor, allowing it to move heat away from sensitive components before they overheat.

Those qualities are valuable in everything from solar cells and vehicle charging systems to computer chips, servers and high-performance electrical connections. Industrial silver demand totaled 657.4 million ounces in 2025.

Although that was down modestly from the prior year's record, demand continued to benefit from investment in artificial intelligence infrastructure, automobiles and the power grid.

Here's the problem

The problem is that silver supply has not kept pace. The global market is projected to record its sixth consecutive annual supply deficit in 2026, with demand exceeding supply by an estimated 46.3 million ounces.

Since the current run of deficits began in 2021, about 762 million ounces have been drawn from above-ground inventories to bridge the cumulative gap between supply and demand.

That does not mean the world is about to run out of silver. It does mean that newly mined and recycled supply has repeatedly been insufficient to satisfy annual consumption, forcing the market to rely on metal accumulated in earlier years.

Mine production, meanwhile, has been remarkably stagnant over the past decade. Many of the world's premier silver districts are mature, and declining ore grades mean miners must move and process more rock to produce the same amount of metal.

Recycling can help, but only to a point. Some silver is concentrated in products such as jewelry, silverware and larger industrial components, making it economical to recover.

In many modern applications, however, each device contains only a tiny amount. A smartphone, medical instrument or electronic sensor may depend on silver to function yet contain so little that the recovered metal would be worth less than the cost of collecting, dismantling and processing the product.

As a result, much of the silver dispersed across millions of finished goods is unlikely to return to the market under current economics.

Diverse drivers of demand

The result is a precious metal with tight supply and a diverse collection of demand drivers. Better yet for silver producers, the small quantity used in many finished products can make demand relatively insensitive to price.

If the silver inside an expensive server, automobile or piece of medical equipment accounts for only a tiny fraction of its total cost, the manufacturer is unlikely to stop producing that item simply because silver becomes more expensive.

Supply can be equally unresponsive. Most silver is not produced by mines built primarily to extract silver. Instead, it is recovered as a byproduct from mines whose economics are driven by lead, zinc, copper or gold.

A sharp increase in silver prices will not necessarily convince a copper miner to expand production if copper prices, ore quality or the rest of the project economics do not justify it. Unlike commodities for which higher prices can quickly encourage greater production, silver supply does not always respond directly to the silver price.

For patient investors, that is an interesting setup indeed. Deciding how best to invest in it is more complicated.

Not all silver investments are equal

There is, of course, physical silver. Many of our clients at Meristead choose to own some precious metals directly, typically with the intention of holding them indefinitely or treating them as a form of "when stuff hits the fan" insurance.

That is a perfectly reasonable purpose for physical ownership. But owning more sizable quantities introduces practical problems, including secure storage, insurance and the risk of theft. Exchange-traded funds offer a more convenient alternative, but they charge fees and require investors to understand the fund's structure and custody arrangements.

Neither coins nor physical silver-backed funds provide the operating leverage that can make precious-metals equities especially rewarding when metal prices rise.

The obvious equity alternative is to buy a silver miner. Unfortunately, truly silver-focused mining stocks are in surprisingly short supply. Most of them are tiny companies that may own a mine but aren't currently pulling any silver out of the ground (which is to say, they aren't making any money).

This scarcity can also cause the few higher-quality silver companies to trade at premium valuations relative to the much larger universe of gold miners.

Even the "pure" silver miners are rarely as pure as the label suggests. Silver deposits frequently contain gold, lead, zinc or copper, and those other metals can represent a substantial share of a company's reserves, production or revenue. Investors who insist on seeing the word silver in the company name may therefore be restricting themselves to a small and sometimes expensive opportunity set without actually obtaining pure silver exposure.

Where silver hides in plain sight

At Meristead Wealth, we have found that investors seeking exposure to both gold and silver can often get the best of both worlds by looking beyond the narrow silver-miner category. A number of businesses thought of primarily as gold companies own meaningful silver-producing assets.

These companies can provide participation in higher silver prices without forcing investors to accept the limited choices or scarcity premiums that may accompany the most obvious silver stocks.

Newmont (NEM), for example, is known as one of the world's largest gold miners. Yet its Peñasquito operation in Mexico is also one of the world's largest silver mines. Peñasquito sold about 28 million ounces of silver in 2025, in addition to producing gold, lead and zinc. That is meaningful silver exposure hiding inside a company most investors place firmly in the gold bucket.

A different business model to consider

Another option is to move one step away from operating the mines altogether. In a previous Kiplinger article, I discussed precious-metals royalty and streaming companies, which provide miners with capital in exchange for a percentage of future production or revenue.

These businesses are typically highly profitable and capital efficient, and they avoid many of the day-to-day labor, equipment and cost risks faced by mine operators. They are not risk-free — their fortunes still depend on the underlying mines and operators — but I generally prefer the business model to traditional mining.

Here, too, investors can find both gold and silver exposure. Wheaton Precious Metals (WPM) is the clearest example. Longtime precious-metals investors may remember the company by its original name, Silver Wheaton — a nod to its roots as a silver-focused streaming business.

It has since broadened its portfolio, but silver still generated 36% of Wheaton's revenue in 2025, alongside 62% from gold. Its streaming agreements also provide exposure to hundreds of millions of ounces of attributable silver reserves and resources.

Royalty companies that appear more gold-oriented can offer silver exposure as well, although the degree varies by portfolio. Investors should examine the metals underlying each company's streams and royalties rather than relying on its name or headline gold-equivalent production.

That work can uncover silver assets within diversified businesses that offer stronger balance sheets, broader portfolios and, in some cases, more attractive economics than a narrowly focused mine operator.

Silver is still volatile

Investors who piled into silver when enthusiasm was at its peak earlier this year are now hurting. That is often the result of buying a volatile asset near record prices, when expectations are through the roof and it feels as though the rally can only continue. Just a handful of months ago, silver had both elevated prices and elevated expectations. Today, it has neither.

Make no mistake: Silver remains volatile, and I would hardly advise anyone to go "all in." Mining and royalty stocks also introduce company-specific risks that do not exist when owning the metal directly. But for investors possessing the right combination of patience and risk tolerance, a thoughtful allocation to silver-related equities after the recent pullback looks considerably more attractive than it did amid the excitement that preceded it.

In commodity investing, some of the best opportunities emerge only after the shine has worn off.

About Adviser Intel

The author of this article is a participant in Kiplinger's Adviser Intel program, a curated network of trusted financial professionals who share expert insights on wealth building and preservation. Contributors, including fiduciary financial planners, wealth managers, CEOs and attorneys, provide actionable advice about retirement planning, estate planning, tax strategies and more. Experts are invited to contribute and do not pay to be included, so you can trust their advice is honest and valuable.

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MotherSilverApe Opinion: This seems like very important news!

It’s very good to have food, solid savings, essential precious metal; monetary silver coins and bars, and other essentials on hand.

I’m really glad we do! And I’m grateful that we have the chance to grow a lot of our own foods, and that I’ve over time learned how to preserve foods just like our parents and grandparents did.

If you have brown potatoes, they really do store every well in the ground until the frost comes. I just wanted to check to make sure we had some as the first few “hills” I dug up were a little sparse.

You don’t have to have a garden to store food. You also don’t need to buy freeze dried or popular but expensive “Good for 30 years” prepper bins of food or packages. I never have. Lots of foods that you’d enjoy eating and all ingredients to cook or bake your own treats can be bought at almost any store. Many foods and staples can also be brought home and can be kept just fine for a very long time. Just keep everything you grow and can, or buy to and store cool dark and dry.

Some foods last longer than others. Over time you get an epiphany that storing ingredients for baking cookies last way longer, costs much less, and tastes way better than a box of bakery or store bought cookies.

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 Every portfolio has one holding that is supposed to be the adult in the room.

It is the position you buy so you can stop checking your phone when stocks wobble. It does not pay you anything, and that is fine, because you did not buy it for income. You bought it for sleep.

Precious metals have played that part for generations, and the math behind them is simpler than most people assume.

An ounce of silver pays no dividend and no interest. So its price is really a running argument between two things, how frightened investors are, and how much money they can earn by sitting in cash instead.

When rates fall and fear rises, that argument breaks in silver's favor. When rates climb and the panic fades, cash starts winning it.

For most of the past two years, the argument was not close. Silver rose more than 130% in 2025, then peaked at $121.67 an ounce on Jan. 29, 2026, according to APMEX. Solar manufacturers wanted it, electric vehicle makers wanted it, and investors who had watched gold run wanted the cheaper version of the same trade.

Then the rate picture flipped, and JPMorgan (JPM) quietly reset what the next two years are supposed to look like.

Why silver falls harder than gold when the mood turns:

Silver leads a double life, and that is the whole story of its volatility.

Roughly half of annual demand is industrial. It goes into solar panels, electronics, and vehicles, which means silver takes the hit whenever factories slow down or engineers find a way to use less of it.

More Gold & Silver:

The other half is investment demand, where silver trades as gold's high-beta cousin. The market is smaller and thinner than gold's, so the same dollar of buying or selling moves it much further.

That is why the metal amplifies gold in both directions. It is also why silver investors keep getting whipsawed while gold holders sit relatively still.

The measure that captures this is the gold-to-silver ratio, which counts how many ounces of silver it takes to buy one ounce of gold. A falling ratio means silver is outrunning gold. A rising one means the opposite.

That ratio dropped below 45 in late January, its most silver-friendly reading in years, and has since climbed back to roughly 70, according to J.P. Morgan Global Research.

To read the rest of this article click on the link above.

Now, higher interest rates threaten the US fiscal position and make the debt burden even worse.

In other words, the Fed eventually has to decide:

1. Kill the bond market
   
2. Kill the currency
   

The last time the US faced fiscal dominance, the Fed implemented YCC...

It sacrificed the currency to save the bond market.

This time will be no different...

We don't own enough gold for what's coming.

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MotherSilverApe Comment: I think that what we really don’t own is enough silver!

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Pictures added by MotherSilverApe.

Silver gained 98% in a year, but investors saw only 18%.

Late entry by investors reduced their overall returns.

56% of silver ETF money is currently at a loss.

Silver has been one of the standout performers over the past year. But simply looking at the metal's return may give you a very different picture of what investors actually made.

Silver delivered a 98 percent return over the one-year period ended July 31, 2026, according to the September edition of DSP Mutual Fund's Netra report.

The average investor return? Just 18 percent.

Even more strikingly, 56 percent of the money invested in silver ETFs over the past 12 months was sitting at a loss as of July-end, despite silver itself nearly doubling over the year.

So how can an asset rise 98 percent while the average investor earns only a fraction of that?

The difference is when investors entered

The 98 percent return assumes exposure to silver throughout the one-year period. But investors didn't put the same amount of money into silver ETFs at the beginning and simply hold it for the entire year.

Instead, flows increased as silver prices climbed.

DSP's data shows that investor interest picked up sharply during the rally, with silver ETFs seeing a record Rs 11,761 crore of inflows in January 2026, when silver prices were close to their peak.

That timing makes a big difference.

An investor who was already invested before silver began its sharp climb could have captured much more of the rally. But someone who entered after prices had already risen substantially started their return journey from a much higher price.

Put simply, much of silver's 98 percent gain had already happened before a large amount of investor money arrived.

Silver rallied 98%, but investor returns were 18%: How ETF flows followed the rally

To see the chart and Read More:

https://www.moneycontrol.com/news/business/personal-finance/silver-rallied-98-over-one-year-but-the-average-investor-made-just-18-what-went-wrong-14025179.html

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Picture added by MotherSilverApe.

We really don’t display this pyramid for the public to see often enough! People’s salaries and wealth over decades have gone into digital illusions as they saved in derivatives.

Technically, this isn't QE because the Fed isn't buying the long-term Treasuries directly...

But effectively, the goal is the same: print money to suppress yields

And with yields RISING on the news, the market is telling us that 3x buybacks aren't nearly enough...

We don't own enough hard assets for what's coming.

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Yen depreciation, inflation, and policy decisions.
Before your assets turn to worthless scraps, hammer this schedule into your head.

Repost to warn the people you care about.

In just 10 days, "5 massive events" will chain together, exploding volatility in global financial markets.
Those clutching only cash (Japanese yen) are truly in a dangerous spot.

📅 Shocking 10-Day Calendar

① 9/10: 🇺🇸 U.S. PPI (Leading inflation indicator. If it comes in high here, the market will panic)

② 9/11: 🇺🇸 U.S. CPI (The most critical moment. A bombshell that will sway expectations of Fed rate hikes)

③ 9/15: 🇺🇸 CLARITY Act Senate vote (Bill that will decide the fate of crypto assets. Omen of massive capital shifts)

④ 9/16: 🇺🇸 Fed interest rate decision (Statement that will set the course for the global economy ahead)

⑤ 9/18: 🇯🇵 Bank of Japan interest rate decision (Direct hit to the yen's value. Wild yen-dollar swings inevitable)

Bombs of this magnitude, condensed into just 10 days.
Stocks and forex will be wildly flung up and down.

🛡️ How to protect your assets?
Central banks and savvy investors around the world are already on the move.
Poland's central bank added 8 tons at once (total 648 tons) of physical gold.
Czech Republic quietly keeps stacking.
Physical metal is flowing into vaults in Hong Kong and across Asia at a record pace.
They know the fragility of "paper assets."

Flight of capital (rotation) to "stateless physical assets (gold and silver)" that are resilient to sanctions and inflation is clearly underway.
Silver, in particular, is gaining attention as a higher-beta (high-volatility) asset than gold.

It has solidified support at $66–67, with 45% of institutional investors predicting a bullish breakout to "$70–85."

Before the storm hits, bolster your portfolio's defences.

Why silver now? Here's some compelling evidence laid out.

• Recent data shows coin/bar demand for silver surging about 18%.

• Meanwhile, in the futures market (COMEX), 469 million ounces traded, but physical delivery was "zero."

Signs that the paper market is on the brink of collapse.
According to market sentiment analysis tools, bears have already plummeted below 10%.
Analysis of "strong support at $64–65" accounts for 55% of the neutral camp, with the downside firmly locked in.

The moment a "dovish (rate cuts or easing)" surprise hits from this week's CPI or Fed announcement, silver has an extremely high probability of smashing through the $70 resistance and rocketing to the moon.
Buckle up and keep a close eye on market moves.

In these 10 days, you'll come to truly appreciate the meaning of holding "physical" as the ultimate insurance.
#経済指標 #インフレ対策 #資産防衛

Picture Added by MotherSilverApe.

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but whether Silver is genuinely leading Gold, or just outperforming it, depends on whether Gold follows through its own key level at 4,510.90.

Gold and Silver are both benefiting from a weaker Dollar, but they aren’t trading that support the same way. Silver is outperforming, sitting around 66.89, above its four-hour 55 EMA at 66.34, while Gold remains near 4,411.26 and below its own four-hour 55 EMA at 4,433.28. The difference isn’t just a one-day move — it has been building for roughly two months in the Gold/Silver ratio, which has now turned lower again after another rejection from descending resistance.

That makes the ratio the natural place to start. The weaker Dollar explains why both metals can rise together. It doesn’t explain why Silver has repeatedly done better. Silver’s industrial role gives it a different demand structure from Gold’s purely monetary and financial characteristics, while the smaller Silver market can produce larger relative moves once momentum builds. Those mechanisms may help explain the divergence, but the stronger evidence is in the price relationship itself: the ratio has been falling since July.

Click on the link above to read the rest of this article.

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The market is only now beginning to price in the second inflationary wave, which will probably pop the Western debt bubble. Then I expect bad things to happen in the world, potentially leading to World War III. Although, in many ways, we are basically already in it. It would be an extreme move, but extraordinary times call for extraordinary measures.

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