bob coleman

Idaho Armored Vaults stores all physical precious metals outside the financial system in insured, segregated, and armored vaults.

[bob coleman @profitsplusid]

We could be on the verge of the "mother of all short covering rallies" for #SILVER
Managed Money is now over $1 Billion net short in notional value

CAN YOU DIG IT!!!!!

[bob coleman @profitsplusid]

Silver Misinformation Alert

The post below is not accurate. The Silver market is showing no signs of tightness over the last month.

Derivatives (options, futures, ETFs) have played a large part of the push higher for the metals. Lease rates have been unchanged since the beginning of the summer with no industry announcements regarding inability to provide or obtain forward leasing .

Not seeing any material increase in borrowing rates.

Sprott's PSLV has seen a liquidation of over 8 million ounces last week.

This does not mean silver can not go higher, however, providing followers with accurate information may help separate fact from opinion.

[Karel Mercx @KarelMercx]

One of the strongest silver signals:

The silver swap rate minus interest rates has become much more negative in 30 days. Without shortages, this should be positive.

Almost nobody wants to lend silver for a year. Those who do demand a high price. Very bullish.

[bob coleman @profitsplusid]

the People's Bank of China (PBOC) extended its gold-buying streak to 22 consecutive months, accelerating purchases in August to the highest monthly level since 2023 despite record-high bullion prices. Continued central bank demand is expected to provide an important floor for gold prices.

https://t.co/VUqI66ZF7F

[bob coleman @profitsplusid]

Must read

They Didn’t Steal The Bitcoin. They Created Bitcoin That Didn’t Exist.

A bug on Liquid let someone create unbacked Bitcoin and redeem it for the real thing – exposing a problem that gets much bigger as Wall Street moves assets onchain.

https://t.co/6C1qnugAEo

[bob coleman @profitsplusid]

@BrianKuszmar @rynojp agree. however the numbers may be much greater than 10%.

[bob coleman @profitsplusid]

@khubani786 @GoldForecast identified this 2 years ago. The reason is not money, it is an increase in option activity

[bob coleman @profitsplusid]

DUTCH CENTRAL BANK SHIFTS GOLD TO LONDON

The Dutch central bank moved 86 tons of gold from North America to London to improve liquidity and crisis preparedness.

London now holds 32% of Dutch gold reserves, as Bank of England-standard bullion is considered easier to trade during market stress.

https://t.co/RLTTr9RbTj

[bob coleman @profitsplusid]

@rupechat price action has a funny way of creating its own reality

[bob coleman @profitsplusid]

Japanese Yen Intervention Alert

[bob coleman @profitsplusid]

@rupechat I guess as much as it takes.

[bob coleman @profitsplusid]

@_bj_bj_bj_ @RevolverNewsUSA Appreciate it. Will take a look.

[bob coleman @profitsplusid]

@Johnsmi99337769 feel free to check out our pricing. Will save you serious money.

https://t.co/CNeDMkWtY2

[bob coleman @profitsplusid]

When listening to podcasts, commentators, or conservative talk shows about their advertisers for gold and silver, Do Not Trust and Verify is the best course of action.

We are seeing fall outs broadening from the public buying precious metals from businesses and dealers who did not have their customer's best interests.

Another Mark Davis advertiser faces fraud charges after investors report $7 million lost

Davis is not accused of any wrongdoing.
Here's how his name was used in radio ads, according to transcripts in court papers.

"Gold, silver, precious metals give you protection. Use my company https://t.co/JmxjN977P7."

"I [will] introduce you to my friends at https://t.co/JmxjN977P7."

"My company. I love 'em."

"Text Mark to 474747. Get a 10% discount."

A retired couple was lured in by a radio ad. They invested $135,000. They lost it.

https://t.co/wGEd8ZuQ7N

[bob coleman @profitsplusid]

"If ifs and buts were candy and nuts, we'd all have a merry Christmas"

Does anyone believe the Federal Reserve will raise rates in front of the elections or is today's speech part of a good guy/bad guy routine?

[bob coleman @profitsplusid]

@VetResistSquad Appreciate it very much.

[bob coleman @profitsplusid]

Gold options market Alert.

Gold options market is heating up.

Warning this is not your Father's Market

Recent trade idea from Goldman Sachs.

Gold RKO Binary. Underlying: Gold London PM Fix. Indicative notional: 10,000,000. Expiration: 25 Feb 2027 (6-month). Binary call strike: $5,100/oz. Knock-out barrier: $5,700/oz, observed continuously 27 Aug 2026 – 25 Feb 2027. Offer: 10.00%. Max gain / max loss: notional / premium paid

Financial Breakdown
Notional (Payout): $10,000,000 (the fixed cash amount paid if the option expires in-the-money without knocking out).
Offer Price: 10.00% of the notional.Premium Paid: $1,000,000 ($10,000,000 notional × 10.00%).
Maximum Net Gain: $9,000,000 ($10,000,000 maximum payout minus the $1,000,000 premium).
Maximum Loss: $1,000,000 (the premium paid).🔎

Payoff Scenarios at Expiration (25 Feb 2027)

Because this is a Reverse Knock-Out (RKO) Binary Call, the option is structure-bound by a specific "sweet spot" range. For the buyer to collect the $10,000,000 payout, the underlying gold price must rise above the strike price but never touch or exceed the knock-out barrier during the 6-month observation window.

✅ Winning Scenario ($9,000,000 Net Gain):Gold must trade above $5,100/oz at expiration on 25 Feb 2027, AND the Gold London PM Fix must never touch or exceed $5,700/oz at any time between 27 Aug 2026 and 25 Feb 2027.

⚠️ Knock-Out Scenario ($1,000,000 Loss):If the Gold London PM Fix touches or goes above $5,700/oz at any second during the observation window, the option instantly becomes worthless. Even if gold later drops back below $5,700 by February, the contract is already dead.

📉 Out-of-the-Money Scenario ($1,000,000 Loss):If gold never touches $5,700/oz but finishes at or below $5,100/oz on 25 Feb 2027, the binary condition is not met, and the option expires worthless.

[bob coleman @profitsplusid]

@JohnnyLaw1920 Not a shortage but rather tightness in product or locations when metal is most needed. Metal will eventually move where it is best treated. It is the printing of money and decline in political and economic certainty that are drivers of the price.

[bob coleman @profitsplusid]

Copper Inventory Alert

Many dealers and social media podcasts pumping copper products and copper investments typically talk about a shortage or tightness in copper that will take prices to much higher levels.

These participants and social media influencers provide very little disclosure on the products or services being sold.

I have laid out in a previous post how much the precious metals dealers who sell copper rounds and bars excessively mark up these products to a point where one may never break even.

Copper is reacting to similar events that impacted the silver market in 2025. Tariffs and regional pricing dislocations.
Here is the reality. The Comex Warehouse inventories of physical copper just hit an all-time high of approximately 744,265 tons. Chart below shows inventory levels since the 1990's.

Please do your due diligence when investing in this asset class.

[bob coleman @profitsplusid]

@igetredpilled the risk may not be the asset but the price of that asset.

[bob coleman @profitsplusid]

@japanistan99 A lot of momentum money coming into the sector. The long term story may be sound but my point was the inventory levels are much greater than people are lead to believe.

[bob coleman @profitsplusid]

@drtodor @tuvidux agree, price is also influenced by derivatives and momentum money.

[bob coleman @profitsplusid]

@Trev12761781 that may be the case but prices are influenced at the margin.