RENEWING THE SILVER SURGE

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REVISITING THE 15 BULLISH FACTORS ON SILVER

We put up in an earlier newsletter a list of 15 bullish factors on silver. I feel that given the recent correction on gold and silver, and a bigger correction on gold and silver miners, that it is time to revisit those bullish factors.

So…

Here we go:

1. Silver the only commodity that is priced lower in the US dollar lower (currently $48) than it was it the 1980 high ($50).

2. Normally the price of silver is at least 2% of gold- if today with gold at $4000 that would put silver at $80. And with the mine production of silver only 7 times as much as gold production the 2% is far from a ceiling which before the 20^th century was more like -wait for it- 6%. This even gives investors in gold an incentive to switch to silver.

3. Perplexity states that…”the United States officially announced that silver was added to its draft list of critical minerals on August 25, 2025, with the announcement being published in the Federal Register for public comment on August 26, 2025”. This marks the first time in history that silver has been considered a critical mineral by the U.S. government in industries such as energy, electronics, and defense.

4. The price to borrow silver on the COMEX has surged as the shortage of physical silver worsens- check out Andy Schectman’s latest:

5. WINDOW DRESSING- mutual funds who want to show they are buying stocks in hot industries will LIKELY do so at the end of each quarter. With Q4 almost half over (Nov 9^th today) The amount of window dressing buying of silver and silver miner’s stock will only accelerate through Dec 31.