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Strategies & Market Trends : Ride the Tiger with CD

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To: koan who wrote (312074)10/25/2025 12:43:44 AM
From: Claude Cormier1 Recommendation

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jaubin

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About the silver deficit.

The Silver Institute is suggesting a four- to five-year deficit. How can we be certain that these numbers are valid?

I remain skeptical for one reason: Silver has not outperformed gold by much since the most significant bull run began in October 2022. Why is that? Perhaps it is about to do so, dramatically confirming those numbers. We will see.

I agree that the expected surge in demand in the years ahead should eventually do the trick for silver, but also for copper, and a few other select commodities.

But what would cause central banks to stop buying gold?

The only possibility I can see is that the U.S. dollar ceases to be the reserve currency and is replaced by a more stable one. There aren't many choices.

The renminbi comes to mind, or better yet, a basket of fiat currencies from the countries that are part of the BRICS.

What about a basket of stable cryptocurrencies, or even a single stable cryptocurrency?

This event is not for tomorrow. I don't know how many decades it will take. But it will happen.
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