The Silver Run........ $85

Michael Kay said:
Ok Nostradamus, but both gold and silver are still tanking after both ur posts. Imagine if you bought at 85 (silver) or 6500 (gold)
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I'm but a simple fool but in regards to gold at least apart from afew particular times/stages in history where been stagnation and decrease every ATH has been surpassed time and time again and always over longer term. Within last few years this has accelerated greatly for sure and many who have hesitated n waited for drop waited in vain. For non productive asset it has returned consistently more then many stocks and does so with no 3rd party risk or internet connection...old is gold:) yeah we all want to buy in dips but long term even in few years ive been mucking around here-even higher premium pieces and fractionals hell even collectibles have all caught up and surpassed again. As long as a stable floor settles long term imho is upwards. Silver i like too but we know its history but then again look hows its gone lately. Gold long term hold always and 1 of few things in this crazy world have faith in
 
Michael Kay said:
The question is if it's being sold off, where is the money going?
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I doubt anyone on this forum is going to be able to answer that. But you can probably thank the derivatives market.

I think that the price levels have become highly irrational, especially silver so I'm not surprised by the fall and if we've seen both gold and silver put in a high then many new retail investors are going to be late to the market which is the norm. Longer term holders can use these current prices to lock in tidy profits. And move elsewhere.

As far as where the market maker money came from and has now gone, well if someone can answer that in simple English they should start their own substack and as long as their yearly subscription rate is reasonable then I'll probably sign up.
 
Michael Kay said:
The question is if it's being sold off, where is the money going? If it's profit taking, then it may be just a case of buying the dip.

On here at least, it seems as if it's a seller's market still. So retail demand still seems high.
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All this money are going to the corporate where the bucks stop there.
 
Golden ChipMunk said:
All this money are going to the corporate where the bucks stop there.
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You can't tell that just by looking at prices or candles. Prices are really just a measure of pressure in the market.

I think you have to look at flows and if that is at all correct I wouldn't know where to find that data nor even make sense of it.

If we just look at retail investors of physical for example I'd hazard a guess that their "money" ie their holdings are not going anywhere as a general rule. Unlike BTC say there are no onchain metrics that allow us to view new addresses entering the system or LTH liquidating.
 
Michael Kay said:
The question is if it's being sold off, where is the money going?
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Every day $millions of new money enters the market thanks to the money "printers" - the commercial and central banks.

When it comes to physical silver then it's not really a question of that it's being sold off at this stage and the funds then pile into another asset class, it's more accurate to say that the new money is not even being tipped into silver in the first place, therefore it's not strictly "being sold off" and going somewhere else it's just that the pressure is cooling and that reflects in the price.

If that's correct then it would be interesting to know where the new money is going because as you say retail demand is still high and that makes some sense coz in the main retail investors don't use new money. Hence why I reckon you have to look at derivatives.

Maybe lol :D:eek:
 
We are traveling back home to Kansas to visit for the next 12 days.
Can't wait to hit the big coin shops in the big city!
 
New money will be pouring in to one of these, probably EM:

Screenshot-2025-01-08-163345.png


No silver on that chart but.
 
Why emerging markets are back in focus

The global market shake-up over the two months has been revealing. US exceptionalism is fading and long-held relationships like the correlation between a strong dollar and lower Treasury yields have faltered. Central banks are struggling with persistent uncertainty created by tariffs and the Fed faces a difficult trade-off: managing tariff-induced inflation versus supporting weakening growth.

Emerging markets, by contrast, are now in a cyclically strong position, having moved past their post-Covid defaults – a challenge still prevalent in developed market credit.

Against this backdrop, structural shifts in the global economy coupled with geopolitical conflict, trade fragmentation and fiscal pressures, are challenging traditional investment approaches. Despite global trade tensions, emerging markets are benefiting from easing inflation, improved balance sheets, and a weaker US dollar – conditions that support more accommodative monetary policies. With growing uncertainty around US policies, diversification has become essential. Portfolio reallocations away from the US already appear to be underway, as investors adopt a more selective global perspective to maintain resilient portfolios.
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https://www.investmentmagazine.com.au/2025/07/why-emerging-markets-are-back-in-focus/
 
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