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Pretty much all physical silver is gone

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  • derrybderryb Posts: 36,818 ✭✭✭✭✭

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • jmski52jmski52 Posts: 22,847 ✭✭✭✭✭

    Crazy indeed....dealer offers me $30 per for ASE’s.
    He can turn and burn at $34, minimum.

    = 13.3% spread or more

    not unreasonable in a tight market with unlimited money printing

    all this for a "gutter" metal, lol

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • cohodkcohodk Posts: 19,122 ✭✭✭✭✭

    "Fake" silver is up 10% this month. ;)

    How did ASE's do?

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,818 ✭✭✭✭✭

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • OPAOPA Posts: 17,121 ✭✭✭✭✭

    Look at the author for this article. ;)

    "Bongo drive 1984 Lincoln that looks like old coin dug from ground."
  • MsMorrisineMsMorrisine Posts: 33,069 ✭✭✭✭✭
    edited April 24, 2021 2:23PM

    silver is in such short supply and high demand that you can still find monster boxes ready for delivery.

    unlike WSB weekend, here is a 2020 monster box ready to go - https://sdbullion.com/2020-american-silver-eagle-monster-box-500-1-oz-coins - how about a 2021? - https://sdbullion.com/2021-silver-eagle-coin-monster-box - or a 2021(S)? - https://sdbullion.com/2021-san-francisco-silver-eagle-monster-box

    that perth mint rumor was going around a few weeks ago. this author says the same thing. one thing he doesn't have are direct sources giving quotes on or off the record. It may be in NN but I give it no credence with no sources.

    his only source is his business

    By the way, traders at my company this week were told by wholesalers that some bullion-priced gold and silver products could see deliveries delayed until May and even June for orders paid today. This is starting to repeat the delivery delays we experienced on a wide range of products in late 2008.

    perhaps he should buy some ASE from a non-AP like I can. or how about waiting until that May date - ok - here is some pre-sale for April 28th. - someone is moving silver in April - https://www.jmbullion.com/silver/silver-rounds/1-oz-silver-rounds/

    =-=-

    US Code for buying and selling gold and silver - https://www.law.cornell.edu/uscode/text/31/5116

    The Secretary shall pay not more than the average world price for the gold. In the absence of available supplies of such gold at the average world price, the Secretary may use gold from reserves held by the United States to mint the coins issued under section 5112(i) of this title. The Secretary shall issue such regulations as may be necessary to carry out this paragraph.

    ::

    The Secretary shall not pay more than the average world price for silver under any circumstances. As used in this paragraph, the term “average world price” means the price determined by a widely recognized commodity exchange at the time the silver is obtained by the Secretary.

    it does not use the word "spot."
    have yet to hear of COMEX defaults.
    LBMA spot is not vertical.
    have yet to hear that the us mint cannot obtain enough silver to meet demand. In fact, there was a time when there was a silver supply shortage affecting the US Mint, but the author does not mention that. - https://coinweek.com/bullion-report/silver-eagle-demand-exhausts-u-s-mint-supply/ - it was in 2019. However, unlike in 2019, the mint can still supply ASE in amounts that are rationed.

    perhaps I can start a blog. I wouldn't start though unless I could cite some sources.

    Current maintainer of Stone's Master List of Favorite Websites // My BST transactions
  • derrybderryb Posts: 36,818 ✭✭✭✭✭
    edited April 24, 2021 2:50PM

    @MsMorrisine said:
    silver is in such short supply and high demand that you can still find monster boxes ready for delivery.

    unlike WSB weekend, here is a 2020 monster box ready to go - https://sdbullion.com/2020-american-silver-eagle-monster-box-500-1-oz-coins - how about a 2021? - https://sdbullion.com/2021-silver-eagle-coin-monster-box - or a 2021(S)? - https://sdbullion.com/2021-san-francisco-silver-eagle-monster-box

    At the right price you will always find monster boxes ready for delivery. Current premiums do in fact reflect current availability.

    that perth mint rumor was going around a few weeks ago. this author says the same thing. one thing he doesn't have are direct sources giving quotes on or off the record. It may be in NN but I give it no credence with no sources.

    his only source is his business

    By the way, traders at my company this week were told by wholesalers that some bullion-priced gold and silver products could see deliveries delayed until May and even June for orders paid today. This is starting to repeat the delivery delays we experienced on a wide range of products in late 2008.

    perhaps he should buy some ASE from a non-AP like I can. or how about waiting until that May date - ok - here is some pre-sale for April 28th. - someone is moving silver in April - https://www.jmbullion.com/silver/silver-rounds/1-oz-silver-rounds/

    The last shortage of metal from a major mint began as "mint rumor." Current premium for a silver eagle at APMEX is 41%. Tells me what I need to know about silver supply and demand.

    US Code for buying and selling gold and silver - https://www.law.cornell.edu/uscode/text/31/5116

    The Secretary shall pay not more than the average world price for the gold. In the absence of available supplies of such gold at the average world price, the Secretary may use gold from reserves held by the United States to mint the coins issued under section 5112(i) of this title. The Secretary shall issue such regulations as may be necessary to carry out this paragraph.

    ::

    The Secretary shall not pay more than the average world price for silver under any circumstances. As used in this paragraph, the term “average world price” means the price determined by a widely recognized commodity exchange at the time the silver is obtained by the Secretary.

    it does not use the word "spot."
    have yet to hear of COMEX defaults.
    LBMA spot is not vertical.

    Spot prices are the "average world price" and are determined on the COMEX and LBMA, The two most recognized "commodity exchanges" referred to in your quote from the US Code. There will be no COMEX default until there are more players demanding limited COMEX physical silver than there are players buying unlimited paper promises. Premiums and shortages will drive that.

    However, unlike in 2019, the mint can still supply ASE in amounts that are rationed.

    I may be wrong, but I'm pretty sure that when one invokes rationing of bullion products, you have a clear indication of delivery problems at the US Mint.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • MilesWaitsMilesWaits Posts: 5,356 ✭✭✭✭✭
    edited April 24, 2021 3:56PM

    Yes I see that APMEX has higher premiums on gold right now, overall, then Provident so I bought an ounce of Greyhound gold for 5% premium yesterday evening.

    Now riding the swell in PM's and surf.
  • blitzdudeblitzdude Posts: 5,892 ✭✭✭✭✭

    Where's the conspiracy guy? Are the banksters lights on? lol

    The whole worlds off its rocker, buy Gold™.

  • derrybderryb Posts: 36,818 ✭✭✭✭✭

    l> @blitzdude said:

    So did the Comex implode? After the big raid it appears just south of $25 is fair value. What about another #Stimmy? Is that on the horizon? I need some more extra dollars to buy things!? Looks like the APES are busy buying $7 premium gutter. Crazy world!!!

    COMEX broke in March of last year. It's on life support.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • OPAOPA Posts: 17,121 ✭✭✭✭✭

    @derryb said:
    l> @blitzdude said:

    So did the Comex implode? After the big raid it appears just south of $25 is fair value. What about another #Stimmy? Is that on the horizon? I need some more extra dollars to buy things!? Looks like the APES are busy buying $7 premium gutter. Crazy world!!!

    " COMEX broke in March of last year. It's on life support."

    Quote from zerohedge....Once again, I'm not holding my breath B)

    "Bongo drive 1984 Lincoln that looks like old coin dug from ground."
  • derrybderryb Posts: 36,818 ✭✭✭✭✭
    edited May 5, 2021 11:39AM

    @OPA said:

    @derryb said:
    l> @blitzdude said:

    So did the Comex implode? After the big raid it appears just south of $25 is fair value. What about another #Stimmy? Is that on the horizon? I need some more extra dollars to buy things!? Looks like the APES are busy buying $7 premium gutter. Crazy world!!!

    " COMEX broke in March of last year. It's on life support."

    Quote from zerohedge....Once again, I'm not holding my breath B)

    if you paid attention you would see that the commentary was from Sprott, a highly knowlegable and respected voice when it comes to precious metals. You should not let your bias hinder your learning. Blinders tend to keep one on a limited path.

    Read it here if it you prefer a more "acceptable" source. lol

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cladkingcladking Posts: 28,656 ✭✭✭✭✭

    This is the problem I see.

    Physical silver is required to make products out of silver even including the machinery to make it. Paper won't work. When the market cracks and long term holders finds they've been paying some crook a monthly fee to dust and protect their silver that never existed at all they are going top be left holding the bag and furious. Some will go out and buy physical because these people are bullish on silver and merely were ripped off by a system that rewards greed and dishonesty. Meanwhile with silver evaporating by the ton as paper implodes industrial buyers will desire to secure physical. Imagine the effect of large percentages of a product disappearing as demand for it increases many fold.

    As reprehensible the actions of the bankers the regulators are worse. In this case there are caveats since government and the regulators are in the pay of the big finance and big business. But it is still impossible to create silver out of lead or paper or even gold. There will still be a reckoning in the long run because silver production will never keep up with industrial demand for at least decades. Holding silver prices artificially low for 30 years (or longer) has resulted in massive wasting of resources which the wealthy have used to get wealthier. It's much akin to making an air conditioner that's only good for a single season; the CEO makes lots of money but the "consumer" and the entire world gets poorer. The garbage dumps swell and the mines run empty.

    Tempus fugit.
  • derrybderryb Posts: 36,818 ✭✭✭✭✭

    The futures market is similar to your local bank that leverages its loans vs. its deposits (fractional banking). If enough bank depositors show up at once and demand more than 10% of the bank's total deposits, the bank is toast. Sure FDIC will cover the losers of that bank and maybe even a few more banks before it goes broke. But once the bank run cancer spreads, a very underfunded FDIC will be exposed at the marketing scam it is - an effort to make us think our money is safe. Our financial system, including our currency, is built on faith and perception; when that cracks so does the system and the currency. Simply put it's a very fragile house of cards because of the Federal Reserve, yet we turn to the Federal Reserve to fix it and to keep it going.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cladkingcladking Posts: 28,656 ✭✭✭✭✭

    @derryb said:
    The futures market is similar to your local bank that leverages its loans vs. its deposits (fractional banking). If enough bank depositors show up at once and demand more than 10% of the bank's total deposits, the bank is toast. Sure FDIC will cover the losers of that bank and maybe even a few more banks before it goes broke. But once the bank run cancer spreads, a very underfunded FDIC will be exposed at the marketing scam it is - an effort to make us think our money is safe. Our financial system, including our currency, is built on faith and perception; when that cracks so does the system and the currency. Simply put it's a very fragile house of cards because of the Federal Reserve, yet we turn to the Federal Reserve to fix it and to keep it going.

    FDIC insurance is mostly worthless but depositors will get their money until bulk rate postage stamps plus the cost of printing a check exceed $250,000.

    Money is now backed primarily by debt which is what makes the bond market so dangerous. If the government allows the perception that gold or anything is manipulated then the bond market could undergo a virtually instantaneous correction and computer trading will turn it into an unpredictable mess overnight. There would be no "money" and government would very quickly have to invent new money and be as fair as possible to the owners of old money. Of course the bankers who caused the mess and profited by illegal acts will be made whole first rather than facing charges.

    It's not impossible to muddle through this mess but our current trajectory is unsustainable because we are rewarding waste and greed and this is causing things like knowledge and competence to fall by the wayside. Every system has become so complex that very few understand any of them and far fewer understand their interconnectedness. Business and government are run by individuals who place their greed above what's best for people or even their own company or the state they represent. So everything is owned by bankers and they're still trying to mop up the little bit owned by the masses.

    Millions of people think they own silver but all they have is a promise and a list of serial numbers. And they are charged an annual or monthly fee for believing they own silver.

    Tempus fugit.
  • cladkingcladking Posts: 28,656 ✭✭✭✭✭

    That was one pathetic takedown yesterday.

    It looked like the crooks' hearts just weren't in it.

    Watch the fireworks.

    Tempus fugit.
  • cladkingcladking Posts: 28,656 ✭✭✭✭✭

    In my last post I nearly called today one of the biggest possibilities for a total overhaul in the price of silver in 50 years (at least). There have been a few days at lkeast nearly as likely. I believe there is a sea change in sentiment which will result in a spectacular one day move and it may wekll be at hand. It's a shame that Ted Butler may have scared the shorts enough to not be shorting today.

    "If ever there has been a time when my late friend and mentor, Izzy Friedman’s call for the silver shorts being overrun to the upside was more likely than now, I’m not aware of such a prior time."

    The article Isn't Butler's best but it's an important one as well as "historic" probably.

    https://silverseek.com/article/cftcs-response

    Tempus fugit.
  • HigashiyamaHigashiyama Posts: 2,192 ✭✭✭✭✭

    It's probably worth reposting the second post in this thread:

    @WCC said "Don't worry, there will be more later."

    Higashiyama
  • derrybderryb Posts: 36,818 ✭✭✭✭✭
    edited May 6, 2021 10:20AM

    don't overlook the possibility that the bullion bank COMEX traders want to narrow the spread in hopes of reducing delivery demand. They have full control over spot price and no control over physical price. A growing spread puts their highly leveraged vaults more at risk of default.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cladkingcladking Posts: 28,656 ✭✭✭✭✭

    @Higashiyama said:
    It's probably worth reposting the second post in this thread:

    @WCC said "Don't worry, there will be more later."

    Of course there will be more later. Less than one tenth of one percent of all the silver is available for the physical; market. But, to get more will require a sea change in the way the silver market operates and so long as people are paying a premium this change must come. Many people will simply take delivery and sell physical. I'm sure there are many buyers for 1000 OZ bars of good silver so the argument it must be fabricated isn't true.

    When silver is diverted to the physical market by refiners and other owners of silver there will be a lot more silver, lower premiums, and possibly far far higher prices. WCC is a big believer in the status quo and I believe the only thing keeping it afloat is fear of change and inertia. The world is fundamentally different than it was 20 years ago but little has really changed. As long as people think silver is worth $26 per OZ it is worth $26 per OZ. But the world that brought us $26 is nothing like the world of 1935 when a silver dollar had 20c worth of silver in it. Things are no longer done in the way they were in 1935. We no longer strive for quality or profit but planned obsolescence and ever increasing debt. It's not a better mousetrap that industry seeks but garbage that doesn't work once and the ability to issue more bonds so the CEO can buy another yacht.

    Tempus fugit.
  • AzurescensAzurescens Posts: 2,745 ✭✭✭✭✭

    Watching this all collapse is incredibly fulfilling. The "talking heads" of silver on social media are just getting destroyed, day after day. COMEX is draining. FUD and shills are out in full force. Communities are springing up all over the internet full of positive and supportive people.

    It's amazing to see a new community reach 200k people and this website has got what like six new members? Maybe PCGS should take note.

    I mean, there's really no question as to why nobody comes here, right. Scrolling through half the threads on the front page is just depressing and a waste of time. The content here is abysmal.

    Just knowing that a quarter million people would rather go somewhere else would be a real wakeup call for me.

  • MeltdownMeltdown Posts: 8,792 ✭✭✭✭✭
    edited May 28, 2021 4:50AM

    Don't let the door hit you in the ass on your way out.

  • DrBusterDrBuster Posts: 5,378 ✭✭✭✭✭

    The new bugs are all over reddit, WSS (wallstreetsilver) has grown to almost 90k members in a very short time.

  • MsMorrisineMsMorrisine Posts: 33,069 ✭✭✭✭✭

    And we have language and topic restrictions

    Current maintainer of Stone's Master List of Favorite Websites // My BST transactions
  • TwoSides2aCoinTwoSides2aCoin Posts: 44,288 ✭✭✭✭✭

    “squeeze” is putting it mildly.

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