50 Comments
User's avatar
Jim Lauder's avatar

I love the smell of burning contracts in the morning.

John's avatar

I hope that was also in honor of the great actor who passed a few days ago.

Jim Lauder's avatar

Robert Duvall was one of my all time favorite actors. I was not aware until I did a search just now.

John's avatar

As an actor w/ conservative views he was a minority in that field.

Duvall was a southerner (like myself) and a descendant of Robert E Lee.

He wasn't some woke clown, and proudly played Gen. Lee in Gods and Generals.

RIP

dean myers's avatar

No honest money = No honest government

BumbleBee's avatar

The new version of “Hold my beer…..” will he “Hold my silver…..”

Ian Embleton's avatar

Great observations thank you. I’m holding my silver miner positions. Interestingly intra vault physical pricing has been flowing COMEX pricing. I expect that will change next.

John's avatar

Why I follow and active here.

Last year I thought to subscribe & follow 3, maybe 5 substacks. This is still the No1 for me.

Full disclosure. I own Hecla 😁 Wish I owned more 😕

No1's avatar

I bought HL (Jan'28) & PAAS (Jan 2027) options yesterday when they were -15% 😉. I hope I timed it well...

John's avatar

Well silver has been rising most of the AM. However the 1300 candle is a medium red.

No1's avatar

DONT JINX IT MAN 🤣

Jason's avatar

Superb observations and analysis, as usual. Thank you.

Robert Curtis's avatar

On most sites I visit, I'm the more knowledgeable one on silver. On this one I feel like the least knowledgeable one....and I like it. I'm learning so much here. Thank you.

Nonoptional Advice's avatar

Once they realized they can blatantly manipulate without consequences, the manipulation got more blatant.

No1's avatar

""You can choose to ignore reality, but you cannot ignore the consequences of ignoring reality.""

-- Ayn Rand

All I'm saying is: by pushing the price too low, Shanghai might take over just by being seen as the "more honest venue". I know I know. Ironic as hell...

Also see in this article about HL trading way above the average spot price. This is showing the direction of their blatant manipulations.

Once the casino empties, the shark will have to devour each other as everyone else left.

We're not there yet. But getting closer... Tick tock. Tick tock...

OTOH/IMHO's avatar

You know what would be ironic: a yuan that read (as the dollar did during the honest years 1790-1932) "Payable on demand for silver" (or gold)*. Saying it is too essential to industry to be money was false then as now, but as people would in effect be paying taxes in silver(or gold), they would for sure be more keen on balancing the budget! In WWII, copper was the critical metal- and yet England, as besieged as they were, continued to issue copper coins- the George VI penny (which my father-in-law brought back) was pure copper, and the size of a quarter!

*and the day they do that, it is game, set and match. Or if you prefer, "Checkmate"

No1's avatar

Makes me think of Rickards "war games" book I read a while ago. If memory serves me well, he played Russia, and they changed their currency to a gold backed one. It was allowed, and was seen as a HUGELY destabilizing move in that game.

In the end China still won by doing nothing, (basically let the other opponents beat each other up)

Nonoptional Advice's avatar

The new question then will be “Who has the teeth, how many rows, and how long and sharp are they?”

ViaVeritasVita's avatar

Yesterday mid-day, making a purchase from first mint, watched the price move (up) twice just in the short time while I was filling out the order.

No1's avatar

Yeah, something under the surface is moving. I don't know what, but it "feels" weird... I don't know how else to describe it...

ViaVeritasVita's avatar

That movement took me by surprise, as no such happened when making a Nov. order. Checked Sprott silver chart to see how yesterday, and today, were going.

ViaVeritasVita's avatar

Sprott--$6 in a mere 24 hours.

simply just me's avatar

you proved yourself, once again. congratulation.

Loic's avatar

PAAS realized $58.16 in their last quarter. Interesting to see how different mines realize differing sales values for their metals.

OTOH/IMHO's avatar

"When banks need liquidity that badly"- how do you know it was not the banks using that money to buy silver futures? They got bailed out on the downside, and maybe they have just been given a gift on the upside.

No1's avatar

I don't know anything... And very likely if they're as informed as they are unscrupulous, yep... They might have gone all rambo (or MacGyver) on that... Let the bull run whilst they are prepositioned for it.

Wouldn't surprise me one bit!

Th232's avatar

Superb report.

Richard Roskell's avatar

Very interesting article posted by the Silver Academy:

https://substack.com/home/post/p-188410150

No1's avatar

Feb 12 (a week ago): https://no01.substack.com/p/tick-tock-goes-the-registered-stock

>> ""February 27 is the SHFE hedging quota deadline. Shorts who can’t prove legitimate hedging get zero lot allocations. No rollover. Put up or shut up.""

*whistles* ;-)

however, the 2nd part about the cable is genuinely interesting and I haven't seen this before. Will probably be checked & used in a future article 😉

Loic's avatar

A week in precious metals feels like such a long time these days. These are truly times as described by Lenin.

"There are decades where nothing happens; and there are weeks where decades happen"

Richard Roskell's avatar

I did see that article, I didn't realize it was about the same thing.

On the cable, yeah, very illuminating. It looks like a smoking gun explanation for why the PM market went sideways for thirty years. And it would appear to point to COLLUSION between governments and the bullion banks to suppress the price of gold and drive investors out of precious metals.

Richard Roskell's avatar

I'm not in law, but I believe there could be cause for a lawsuit there.

No1's avatar

"" I didn't realize it was about the same thing. "" > You should read the linked articles 😉. I do read WAY too much for my own good and try to put as much information as I can in my articles without overdoing it... Sorry I dropped the ball here as this is quite an important fact 😏.

Good luck with that court case... There is manipulation everywhere. Easily provable even once you can get to discovery... See LME in '22... Court: "It's not right what they did, but it was necessary. Case closed."

We're little fish. We lose. It's as simple as that...

Richard Roskell's avatar

Again, I’m not a lawyer but there is a significant difference between the cases. In one a commercial enterprise got into trouble, then had to pull a fast one to survive. The court might look at that and say, ‘The net effect of them going under would’ve been worse than the malfeasance.’ No conviction.

In the cable case, the banks and governments were PLANNING to bamboozle investors on an ongoing basis. That puts it into a whole different category of wrongdoing. Conspiracy to commit fraud perhaps?

I’m too old to pursue legal battles, especially where banks and governments are the defendants. Neverthelessless that evidence points to criminal behavior. At the very least it would seem to support a subpoena for all related records from the parties involved. That alone would be very revealing, even without a win in court.

Richard Roskell's avatar

More on how Epstein was a Russian spy:

"The Israeli government installed security equipment and controlled access to a Manhattan apartment building managed by convicted sex offender Jeffrey Epstein, according to a set of emails recently released by the Department of Justice." - Dropsite News

Those Russians were so sneaky! They hired the Israelis to secure Epstein's apartment, so as to hide the the Kremlin's connection to him.

No1's avatar

DEFINITELY Russian! 😁

Richard Roskell's avatar

Unusual for the banks to hit the standing repo so heavily on a mid-month Tuesday in February.

So the play was to drive the options holders into despair and then hoover up their calls? Just another day on the COMEX.

No1's avatar

That'd be a fair guess yes. Maybe I'm not typical retail because I rotated some miners into long term SIL & SILJ calls yesterday... Let's see if I'm right in a few months.

Richard Roskell's avatar

May you be right beyond your wildest dreams!

Being typical anything brings you typical outcomes.

No1's avatar

🙏