So far silver has been moving up with gold, which should continue as the central banks and countries are selling US bonds and buying gold, so gold and silver are seen as safety in a chaotic economic world.
The world does not Trust Trump with the economy, and for good reason. He has increased deficit spending (289 billion) just in July 2025 , and just passed another huge tax cut projected to add trillions more to the debt, when we should be paying it down, and so are selling bonds to finance the deficit, just as the US needs to finance even more.
It is nuts that the US is running a two trillion deficit and one trillion of that is to pay the interest on the 37 trillion debt. Taking rom Peter to pay Paul.
Back to silver, at some point I expect silver to shoot up by itself based on fundamentals.
All over the world the little guy can walk into a coin, or jewelry shop, and buy an oz of silver for $50, and then stick it away. They are not going to trade or sell it, for the most part.
And we all know the silver equation is a billion oz is produced year after year, and the last few years 1.2 billion has been the demand, with investor demand being about 200 million.
So with both industry and investment demand rising, I expect a significant increase in the silver shortfall probably passing 400 million oz for investment alone this year, and then it will metamorphase from a gold rider, to its own fundamentals with people bidding for it based on want and need. |
