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To: koan who wrote (312074)	10/22/2025 12:32:02 PM
From: Claude Cormier	Respond to of 312200

You asked a few questions about gold and silver. Although they are similar, they are also different metals. I think the fundamentals are very positive for both, albeit for different reasons. That is a long discussion. I will come back to you with a more in-depth discussion on this subject when I have more time.

To: koan who wrote (312074)	10/22/2025 1:01:29 PM
From: kidl	Read Replies (2) \| Respond to of 312200

Silver is a lot more complicated than gold as it has a dual purpose. Gold is much simpler. “But what would cause the central banks to stop buying gold? It sure isn't a more stable world, or strengthening of the dollar.” The simple answer imho: NOTHING will stop countries from stockpiling gold given current conditions BUT for them to continue to do so they have to put the breaks on / shake out the short term traders which is exactly what we are seeing now.

To: koan who wrote (312074)	10/25/2025 12:43:44 AM
From: Claude Cormier	1 Recommendation Recommended By jaubin Read Replies (1) \| Respond to of 312200

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.