Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (218107)	12/1/2025 10:51:10 AM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 218863

SPAUF still near it's lows, see chart, but starting to move. do an entire read on their web site. this should prove to be a star in the end, just my opinion. do the homework. came close to 1 dollar before we had the pause in this rally, then fell back. so, patience is a virtue. in a perfect world including the need for the majors to acquire new reserves... i think of this as a bonus bet in a true bull market, such as this one is. think big. 100k level shares.

To: TobagoJack who wrote (218107)	12/1/2025 11:10:20 AM
From: Box-By-The-Riviera™	Respond to of 218863

addendum spauf moving at double average volume. quite positive.

To: TobagoJack who wrote (218107)

12/1/2025 1:17:54 PM

From: Box-By-The-Riviera™

Respond to of 218863

MIKE MAHARREY: Feds Run Biggest October Budget Deficit Ever Despite Record Tariff Revenue

Metals and Miners

Dec 1

READ IN APP

The Federal government took in a record amount of tariff revenue in October. It also ran the highest October budget deficit on record.

The Trump administration spent $284.35 billion more than it took in to kick off fiscal 2026. That was about 10 percent higher than last year’s October deficit and about $200 million more than the previous October record set in 2020 during the pandemic lockdown era.

The deficit was inflated by the shifting of some November benefit payments back into October. If we factor out those calendar effects, the deficit would have been $180 billion. While a 29 percent reduction from last year’s October deficit, it would still rank in the top four highest October shortfalls on record.

Keep in mind that Uncle Sam ran this massive deficit while the government was “closed.” A Treasury Department official told Reuters that it was unclear how much spending was reduced by the government shutdown, but estimated it was less than five percent of total outlays.

Salaries and other outstanding obligations that were not paid during the shutdown are now due, as the government is fully operational again. That means we could see a spike in spending in November.

Houston: We Have a (Spending) ProblemThe federal government took in $404 billion in October. That was a healthy 24 percent revenue increase from October 2024.

Record monthly tariff receipts totaled $31.4 billion. That was a 330.1 percent increase in customs receipts compared to October 2025.

It should be clear that claims that the federal government is going to use tariff revenue to pay a “dividend” to poor and middle-class taxpayers and pay down the national debt are nothing but political rhetoric. Math is the great enemy of this ambitious plan.

Last year, the U.S. government ran the fourth-largest budget deficit on record despite a 142 percent increase in tariff revenue.

It should also be clear that the U.S. government doesn’t have a revenue problem. It has a spending problem.

The Trump administration blew through $688.72 billion last month. That represents a 17.9 percent year-on-year increase.

To: TobagoJack who wrote (218107)

12/1/2025 4:48:08 PM

From: Box-By-The-Riviera™

Respond to of 218863

Silver's $196 Destiny? The Same Force That Pushed Gold Past Its Inflation-Adjusted High in 2025 Is Coming For Silver!

Metals and Miners

Dec 1

Preview

READ IN APP

While silver’s recent surge to a new nominal high of $59 has captured headlines, the real story is that silver is still one of the most undervalued assets on the planet.

Using the US government’s own official (and notoriously understated) inflation data, the 1980 peak of $50 is worth $196.59 in today’s money.

That means, even after its recent run, silver is only ~29% of the way to its real, inflation-adjusted all-time high. It’s not even a third of the way there; it has a long, long way to go.

When you combine this historic undervaluation with a deepening supply deficit and an explosion in demand from every corner of the global economy, the question is no longer if a silver super-spike is coming, but when.

As the top chart above clearly shows, gold has already eclipsed its 1980 inflation-adjusted high. Silver, on the other hand, has a long, long way to run.

This isn’t just a historical curiosity; it’s a measure of the immense potential energy that is currently stored in the silver price, that will eventually be unleashed.

The Government’s Inflation LieBut here’s the critical point: even that $196.59 figure is a lie. It is based on the official Consumer Price Index (CPI), a government-managed statistic that has been repeatedly altered over the decades for the sole purpose of understating the true cost of living.

Through statistical wizardry like hedonics (adjusting for quality improvements) and substitution (assuming you’ll buy chicken when steak gets too expensive), the government creates a fantasy number that bears little resemblance to the reality of household budgets.

If you were to calculate the 1980 high using the original, unaltered CPI methodology from that era, the inflation-adjusted price would be around $500 or possibly even higher.

This means that at $59, silver isn’t ~29% of the way to its real high; it’s closer to 10%. The level of undervaluation is almost impossible to comprehend, and it highlights the sheer explosive potential of the coming repricing.

So, Let’s Dig Into The following:

The unbreakable silver supply deficit!
The insatiable demand from everywhere for silver. Never before in history has silver faced such a ferocious, multi-front war on its supply. Any one of these demand drivers; monetary, industrial, military, or technological, would be enough to create a significant bull market. To have all four converging at the exact same moment that supply is facing a structural deficit is the recipe for a truly historic price movement.
The great physical drain from Asia?
The mine supply cliff. When the market finally realizes the true extent of the supply deficit, the price will have to go to a level that forces significant demand destruction. That is the recipe for a super-spike…..
The inevitable silver super-spike is inescapable!...

To: TobagoJack who wrote (218107)	12/1/2025 4:49:23 PM
From: Box-By-The-Riviera™	Respond to of 218863

Italy’s attempt to reclaim its gold reveals deeper cracks inside Europe’s monetary system. As gold regains importance as geopolitical collateral, national governments are testing supranational rules that once limited sovereign control of reserves. Italy’s Gold, the ECB, and the Question of Real Central Bank IndependenceItaly’s renewed effort to assert formal state ownership over its gold reserves has drawn objections from the European Central Bank, which argues that such measures threaten central bank independence. In strictly legal terms, the ECB is objecting to legislation that could transfer effective ownership or operational authority over official reserve assets from the Bank of Italy to the Italian Treasury. Beneath that legal dispute, however, sits a deeper institutional tension: meaningful national autonomy over gold reserve management was already surrendered years ago under euro-area treaties and coordinated policy frameworks, raising questions about what “independence” now actually means within the Eurosystem.