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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Gib Bogle who wrote (311408)

9/16/2025 2:04:03 PM

From: koan

Read Replies (1) | Respond to of 312529

What would those be?

You get roughly 800 million oz from mines, with 200 million from recycle.

And of the 800 million from mines 80% of that is by product.

And that is it.

There are about half a dozen variables that could affect the price and they all favor higher prices.

And as mentioned, the foundation for a price rise is fundamental, which is powerful, with speculation tagging along, but could bound ahead as that is simply not quantifiable.

The demand is from green energy and modern technology, and general modern industry, and we have been running an increasing deficit for the last five years.

Then look at the dollar down 10% this year and seems to be accelerating as the world sells it due to the absolute tariff shit show that has made the world hate us and not trust us, and making us non competitive in agriculture and industry. China has not bought a single soy bean this year.

Then look at the huge debt we have and a huge chance we go into a recession which will worsen the debt even more. We ran a 350 billion deficit last month. We are supposed to be running surpluses now, not deficits.

We might start running 4/5 or more trillion deficits just as the world is selling us, and the dollar would plummet if that happens. And a new fed next year to lower fed rates which is inflationary.

On top of all of that the chaos seems to be increasing and we are looking at four more years of it, and the world who finances us does not like what they see.

The entire world sees us as bullies, unstable and untrustworthy, and not a place they want to invest or lend money too.

How would gold and silver fall in that scenario?

"80% of silver is mined as a by product of gold, lead, zinc and copper"
That production could not be easily increased, but what about other potential sources?