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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk
SOXL 58.12+4.9%4:00 PM EST
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To: Rocket Red who wrote (207479)12/28/2025 10:13:49 AM
From: #Breeze5 Recommendations  Read Replies (2) of 207831
 
I've followed this Youtube channel. I just posted the substack article from Gold and Geopolitics. He lays out why Silver prices have gone parabolic. It's the huge number of COMEX silver short contacts owned by Non US Banks. This is a short squeeze of those Non US Banks Silver Shorts. As pointed out it that article counter party risks may be massive.

"The margin call comes Monday. Silver is trading at $77. European banks are short $16 billion worth of a metal they don’t have and can’t deliver. The physical market is the tightest it’s been in decades. The Shanghai price is $7 above COMEX, signaling that China is willing to pay a premium for delivery.

And the CME just made it more expensive to stay in the trade.

When powerful families fight for survival, they don’t send polite memos. They change the rules. They force liquidations. They make sure someone else pays the price for the transition to the next monetary system.

This time, it looks like the bill is going to Europe."

But expect Central Banks to get involved to provide liquidity and prevent a crash in other markets.

China limited the exports of Silver starting in Jan 2026. Industrial users who owned Silver contracts must have panicked and demanded delivery for a silver shortfall. Perhaps this was a catalyst that triggered the squeeze.
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