Rebuilding depleted military armaments and upgrading electrical grids drove industrial silver demand to a record 680.5 Moz, fueling a massive price recovery.
Tech stocks just dumped 4 percent, triggering a massive capital rotation where investors are buying up silver to escape the overextended AI trade.
Silver is entering a 7x supercycle driven by surging solar panel demand and Chinese supply hoarding.
Silver is enduring a massive historical pullback that will ultimately resolve into a run to new all-time highs.
Silver is positioned to gain from the unwinding of crowded long-dollar trades and a reversal in rate hike expectations.
Short silver: the metal will fail to act as a safe haven during the coming liquidity crisis because investors will be forced to sell it to acquire the fiat currency needed to service their debt.
Silver stocks out in 3 years on a 200M oz annual deficit, with solar and space data centers adding demand