“155 Million Ounces Left?! The COMEX Silver Collapse Has Begun” - Andy Schectman & Robert Kiyosaki

Summary

The video delves into the silver market, highlighting a significant shift as silver prices surge, driven by increasing short positions and supply constraints. Central banks and governments are stockpiling precious metals, signaling a broader geopolitical strategy for resource security. The transcript also emphasizes the historical manipulation of silver prices and how the market is now unraveling. It urges viewers to pay attention to this emerging trend, suggesting physical silver as a key asset for preserving wealth and resilience in the face of a failing financial system. The call to action is clear: be proactive and informed about the changing dynamics.

Takeaways

• 😀 The LBMA saw its largest net short commercial position on silver in September, as silver prices surged 33% year-to-date, outperforming even gold.
• 😀 The cost to borrow physical silver has risen to as high as 18%, with delays in fulfillment for jewelers and fabricators stretching beyond a week.
• 😀 A broader reshoring effort, potentially initiated under President Trump, may be driving the increasing stockpiling of precious metals by governments to protect national security and industrial sovereignty.
• 😀 Global governments are stockpiling precious metals, draining global exchanges, and leaving retail investors with limited access to physical silver.
• 😀 The paper silver market is showing signs of unraveling, with a widening gap between paper and physical silver, delivery stress on COMEX, and low float on the LBMA.
• 😀 Major banks like JP Morgan and Deutsche Bank have been fined for manipulating silver futures, contributing to artificially low prices and false confidence in paper markets.
• 😀 The disconnect between futures and physical silver, along with the rising cost to borrow it, signals the failure of the manipulation system.
• 😀 Silver is transitioning from a neglected commodity to a critical strategic asset, similar to the way uranium surged in value in the past.
• 😀 Less than 0.5% of Americans own precious metals, and most are still invested in dollar-denominated assets, which are eroding due to inflation and systemic risk.
• 😀 The great rotation is happening, not into stocks, but into real money—physical precious metals like silver—by central banks, sovereign entities, and high-net-worth insiders.
• 😀 The video encourages viewers to start paying attention, educate themselves, and consider taking physical possession of silver as a way to protect wealth from a failing financial system.

Q & A

What is the main reason behind the recent rise in silver prices?

The silver price surge is primarily driven by a combination of increased demand and a significant breakdown in the paper silver market, particularly futures contracts. The premium to borrow physical silver has also risen, and there are delays in fulfilling orders, highlighting the tightening supply of physical silver.

What does the 'paper silver market' refer to?

The 'paper silver market' refers to the trading of silver futures contracts, ETFs, and other financial instruments that represent silver but don't involve the physical metal itself. This market has been under scrutiny due to the growing gap between paper silver prices and actual physical silver availability.

What role do central banks and governments play in the silver market?

Central banks and governments have been actively stockpiling precious metals like silver as part of a broader reshoring effort to secure national resources. This trend reflects growing concerns about national security, industrial sovereignty, and the diminishing reliability of fiat currencies.

How has silver been manipulated in the past?

In the past, silver prices were manipulated through 'spoofing' and other forms of market manipulation, primarily by major financial institutions like JP Morgan and Deutsche Bank. These entities were fined for their actions, which led to artificially low silver prices and caused a significant loss of value for savers and investors.

What is the significance of silver's $38 breakout level?

Silver's $38 breakout level is a critical resistance point that, once surpassed, could trigger a major price surge. This level has been long anticipated by industry experts like Keith Newmier, CEO of First Majestic Silver, and technical analysts like Michael Oliver, who predicted a vertical price movement once the level is breached.

What is the 'great rotation' mentioned in the video?

The 'great rotation' refers to a shift in investment from dollar-denominated assets to physical, real money assets like silver. As inflation erodes the value of the dollar and systemic risk grows, central banks, sovereign entities, and high-net-worth individuals are moving their wealth into tangible assets like silver.

Why is silver considered a 'strategic choke point'?

Silver is becoming a 'strategic choke point' due to its essential role in industrial applications, its limited supply, and the fact that it cannot be easily replicated or printed. This makes it a valuable and irreplaceable commodity, which is drawing attention from governments and investors alike.

What does the video suggest about the future of the silver market?

The video suggests that the silver market is transitioning from a suppressed and manipulated market to one where physical silver becomes increasingly scarce. This transition is expected to cause a price surge, especially as demand for physical silver continues to rise and the paper market unravels.

Why is the silver market described as being 'unraveling'?

The silver market is described as unraveling because of the growing gap between paper silver prices (like futures contracts) and physical silver availability. The rising costs to borrow silver and the increasing difficulty in fulfilling orders suggest that the market is becoming unstable and is no longer able to maintain the illusion of low prices.

What steps should individuals take in response to the silver market changes?

Individuals are encouraged to educate themselves about the silver market, pay attention to the growing cracks in the market, and consider taking physical possession of silver as a way to protect their wealth. The message is that this is not just an investment opportunity, but also a matter of sovereignty, resilience, and protecting assets from a failing financial system.