lashio212

[Dan Niles @DanielTNiles]

Great interview by @WilfredFrost. I listen when Jamie Dimon speaks. W/ almost $5 trillion in assets at $JPM, he has to see trouble coming well before it ever shows up to position properly (and benefit from it.) In my opinion, one of the best CEOs ever over the past 20 years.

[FinancialJuice @financialjuice]

China: 29 nations, including Russia, attend the AI organization.

[GlobalTrendInvestor @GlobalTrendInv]

I will attend 121 Mining Investment New York on 15–16 June.
If would like to learn more, visit 👉 https://t.co/PjeJINH3hk
Heading to New York too? Let’s connect. Send me a message or leave a comment below.

[lashio212 @lashio212]

@TBirdV @Bens_1 Had to go down as I gave in and nibbled on a bit …. Sigh

[FinancialJuice @financialjuice]

US Treasury Secretary Bessent: Any willing partners in tolling in the Strait of Hormuz will be penalized.

[Rick Rule @RealRickRule]

Rule Symposium 2026: Rick Rule interviews Aurora Davidson, CEO of Amerig... https://t.co/96xKFnr2UP via @YouTube

[st1ne @SolSt1ne]

Citadel CEO Ken Griffin sat down with the man running Norway's $1.7T sovereign fund - the largest pool of capital on the planet

two of the biggest money figures alive talking openly about the AI bubble, Citadel culture, recruiting, and what's coming next

45-min and you'll hear how the people who actually move global markets actually think

bookmark & watch - this is the only podcast where both guests together move markets just by changing their minds

[Don Durrett - goldstockdata.com @DonDurrett]

Well said by @RealRickRule. I agree. I called today's correction a nothing-burger. I was down 11% today, but I probably broke even on the week. Corrections are normal in a bull market.

Compare today to Jan 1st. Gold is up 13%, and silver is up 21%. That uptrend is likely to continue.

[lashio212 @lashio212]

@TBirdV Take care! Hope for speedy recovery!!

[Resource Bull @resourcebull]

If the mining ministry overseeing your investment doesn’t look like this you’re not taking enough risk

[Ole S Hansen @Ole_S_Hansen]

The cat is out of the bag. One of the key reasons gold has been accumulated for months — and is likely to remain in demand — is the steady erosion of fiscal discipline in the United States. Irresponsible spending, with little regard for deficits, across multiple administrations, red and blue alike, has brought us to a point where reducing exposure is now openly discussed, as trust in the U.S. under the current administration continues to weaken.

[Bull Theory @BullTheoryio]

🚨BREAKING: Silver prices are exploding due to a severe global supply shortage.

The physical market can no longer meet soaring demand.

Here is what is actually going on 👇

1. China is changing the rules.

Starting January 1, 2026, China will restrict silver exports.

To export silver, companies will now need government licenses.

Only large, state approved firms qualify:

- At least 80 tonnes of annual production
- Around $30 million in credit lines

This effectively blocks small and mid size exporters.

China controls roughly 60–70% of global silver supply. When China tightens exports, global supply drops immediately.

This is the same tactics China used with rare earth metals.

2. The silver market was already short supply.

Silver has been in a structural deficit for 5 straight years. That means demand is higher than supply every single year.

For 2025:

- Global demand: 1.24 billion ounces
- Global supply: 1.01 billion ounces

That is a gap of 100–250 million ounces. And this gap is expected to get worse after China’s export limits.

Mining supply is not growing:

Silver mining is mostly a by product of copper and zinc mining.

New mines take 10+ years to build, Ore quality is falling, Recycling is not enough to fill the gap.

There is no quick fix here.

3. Physical silver inventories are collapsing.

This is where it gets serious.

- COMEX inventories are down 70% since 2020
- London vaults are down 40%
- Shanghai inventories are at 10-year lows

At current demand, some regions hold only 30-45 days of usable silver.

This is why physical premiums are exploding.

In Shanghai:

- Physical silver trades at $80+/oz
- COMEX prices are much lower

This price gap means buyers are paying extra just to get real silver.

4. Paper silver is completely disconnected from reality.

There is an extreme imbalance between paper silver and real silver.

The paper to physical ratio is around 356:1.

That means:

- For every 1 ounce of real silver
- There are hundreds of paper claims

If even a small percentage of buyers ask for real delivery, the system breaks.

Markets understand this. That is why price moves are becoming vertical.

5. Industrial demand keeps rising.

Silver is not just a safe haven metal.

It is critical for:

- Solar panels
- Electric vehicles
- Electronics
- Medical devices

Industrial use now makes up 50-60% of total silver demand.

There is no substitute for silver in many of these uses.

Banks and institutions are reacting to:

- Supply limits
- Physical shortages
- Paper market risk

Silver is not rallying because of fear.

It is rallying because a real supply squeeze is playing out in real time.

[lashio212 @lashio212]

@TBirdV @realmoshefogel What are we thinking of FIND.V these days? Both Appia and Baseload initially Sykes plays - which did not work as intended - though patience has worked w Appia!

[lashio212 @lashio212]

@jeffcomeau @TBirdV Wouldn’t be so sure of that. Not playing out as before and perhaps rhyming rather than repeating - and personally far more diversified than last time - but seems like far better fundamentals and wider interest than before.

[lashio212 @lashio212]

@TaviCosta Very bullish though so many asking this question though 😉

[Northstar @NorthstarCharts]

The tech sector is down around 68% versus gold since it peaked 25 years ago and is already down 28% in this bear market. I expect tech to fall around 90% versus gold, possibly more.

[lashio212 @lashio212]

@TBirdV I bought tiny position at .52 thinking it was extended having just taken off from .3+ when first saw it mentioned as figured would put it on screen. Certainly not adding here. Crazy! 🤪 $HG

[lashio212 @lashio212]

@SilverVarden Uh oh! Like and own - but is it good that so many own :) ??

[Heisenberg @Mr_Derivatives]

When Trump tweets, and if the market dips, you buy.

Whether you like it or not.

It is what it is.

[lashio212 @lashio212]

@DavidFi_ Being good at developing exploration and building a mine are two very different skill sets!