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The 10 Sigma Silver Slam: Mama said there would be days like this...
*Play while you read... its good for the soul.
Bobby Axelrod level whales unite in a coordinated trade: Think JPM + 3-4 bullion bank trading desks and a handful of large hedge funds to spread the risk and make the trade large enough, with a sharp enough "waterfall collapse" that even China would sit on the sidelines and watch (in awe)...
1. Massive paper silver short launched overnight in the futures markets and into the open...
2. Long SILJ (or SIL) - Short SLV ratio trade
- Save the bullion banks with a short-raid on Silver Futures - Shake out all the newcomers to the mining stocks over the last 45 days... - Buy the hell out of the mining shares at a substantial discount right before they are going to report two back to back record breaking quarters (Q4 2025 and Q1 2026).
3. Close out the shorts and sit on the mining shares waiting for Q4 '25 and Q1 '26 earnings reports to likely turn the mining shares bought today into a double by June.
The long SILJ/SIL - short SLV ratio trade today:
The whales live in a small world, and we ain't in it.
But... if we play it smart, and don't let them shake us out, and continually take profits each 30-50% all the way up, and only reload on dips, while trying to maintain a 20%-ish cash position for days like today, when we can step in when they decide to shake up the ant farm... we can do all right.
My .02 cents
YMMV
SOTB
PS: F' the Fed pick.
It doesn't matter unless he's a magician.
They must devalue the dollar over the coming decade... And they must ultimately lower rates below current levels... Or it all goes boom! All the PR on Warsh was to slow the roll of the canary in the coal mine, which was sqwaking a little too loudly for the banksters' comfort.
Twas a historic shake out, but a reset by any other name is still a reset, nothing more.
The fundamentals are still intact.
Pick yourselves up, dust yourselves off, pack another wad of chew in your cheek, and dig back in at the plate on Monday and patiently wait for your pitch.
