OK, you might say "jail," but the song remains the same. Are the Clintons too powerful to be imprisoned? Looks that way, doesn't it. Then there's precious metal, notably silver. Have you noticed? More paper than physical, and surely there's a parable for our times in this fiscal skulduggery, to say nothing of malfeasance. Here's Danny:
THIS HAS NEVER HAPPENED BEFORE
I’ve been analyzing this for the last 24 hours and this is VERY BAD.
World silver production: ~800M ounces
BofA & Citi shorts: 4.4 BILLION
I’ve spent two decades in macro, and I thought I had seen it all.
I WAS WRONG.
If silver keeps going up, the biggest banks in america will collapse.
Here’s what I uncovered:
Yesterday, silver hit $92. Then it dropped over 6% in a few minutes, pumped back up to around $91, and now it’s crashing again.
I’ve spent 20 years in these markets. Most people see a normal correction, but I see a TRAP.
At $90/oz, their combined short position is now a ~$390 BILLION liability.
That’s larger than the market cap of most global banks.
This is literally survival. The banks are doing everything they can to stay afloat.
WHY THE DIP TO $86 OVERNIGHT?
They had to do it. If silver had broken $100 yesterday, margin calls would have liquidated those banks.
They unloaded paper contracts during thin overnight liquidity to FORCE THE PRICE DOWN.
But look closer at the physical market:
While the paper price dropped $6, lease rates just went vertical.
The cost to borrow physical silver is skyrocketing.
We are in BACKWARDATION.
Spot Price > Futures Price.
It means people don’t want paper promise in 6 months, they want the metal NOW.
THE MATH IS TERMINAL:
We know the shorts are 4.4B ounces.
We know annual mining is ~800M ounces.
But at $90+, the recycling supply dries up because people hoard.
And industrial demand (AI chips, solar, EVs) is inelastic, they must buy at any price to keep factories running.
BofA and Citi aren't just short the metal, they’re short the industrial revolution.
THE "FORCE MAJEURE" IS NEXT
I warned you 2 weeks ago about "cash settlement."
It’s already starting in the wholesale markets.
Dealers are quoting unavailable or 6-week delays for volume delivery.
When the price snaps back above $92, and it will, it won't stop at $100.
It will gap to $150 overnight when the first major short declares force majeure.
THE TWO MARKETS ARE DETACHING:
1. Screen Price ($88): A fiction maintained by algorithms.
2. Street Price: Unobtainable.
They’re shaking the tree one last time to get your physical…
BUT DO NOT SELL.
We are witnessing the death of the paper derivative market in real-time.
Ladies and gentlemen, welcome to the commodities supercycle.
How do I know all of this?
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Of course history has a way of cheating the prophets, but you might want to hold onto your physical silver even as you hope for Hillary's imprisonment. Oh, and let's add genius vocalist Yoko Ono too.
Your Best Pal,
LSP
2 comments:
The problem is too many federal judges and prosecutors are wholly owned by the Clintons, Obamas and Bidens and the rest of the senior DNC.
Then there's trying to find a jury pool that isn't more left than Marx, which leaves out most big cities, sadly the very places one finds a federal courthouse.
Which is why people bitching because Pam Bondi hasn't done enough need to lay off. All the evidence is tainted in one form or another, or just destroyed. Witnesses tampered with or whacked or 'died of natural causes' (like being shot in the back three times and found where there's no blood evidence, but it's a 'natural causes' death...)
The actual evidence against Hills and Bills and the Obamas and the Bidens and the rest of the senior DNC has to be 100% untouched, unscrewed, unquestionable. And it has to be within the statute of limitations for the crimes.
Do you trust anything the FBI has touched in the last 40 years? Even now, though Patel has done great things in cleaning up/out the personnel that are, frankly, anti-American/pro-DNC, the damage to everything is already done. The evidence found in a burn room, do you trust it? Do you trust all the Epstein Island evidence? Do you trust anything the FBI has touched?
In a fair and just world, Hills and Bills would have been in jail long before he was elected president. It was known, and hidden by the media, that Bill was a sexual predator and used the powers of the state of Arkansas to force victims to shut up and go away. Hillary committed stock and monetary fraud that should have gotten her in fedprison for life. The Obamas were already corrupt politicians before he became a senator. And, of course, the whole Biden Crime family. All of them should have been prosecuted and found guilty (if the evidence supported it) but haven't and probably never will.
Beans, they do seem pretty ironclad in this life. The next? of course they don't believe in that, but hey, I'd like to see some justice here and now. Good luck with that.
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