ro kumar
1.6K posts


Why silver is likely headed higher (the numbers below are from yesterday).
WHAT’S UP? The CME/COMEX daily inventory report shows registered (physical) sliver on hand at ~116,026,431 oz (registered is the category generally considered deliverable against futures) – cmegroup.com/delivery_repor…. Yet, the COMEX also shows open interest at 151,513 contracts – silvertrade.com/news/precious-…. Thus, given each COMEX silver future contract = 5,000 oz, that means there’s open interest for 757,565,000 oz. And, given 100,935 of those contracts expire in March (or 504,675,000 oz vs. just ~116,026,431 of physical on hand for delivery) – reddit.com/r/investing/co… – or 60% of them, it seems the idea that we will get a sustained move down in prices is (virtually) impossible when adhering to the laws of supply/demand (it’s clear someone is messing with options on “SLV” to try to contain the price; yet, silver futures traded in China are $14/oz higher than silver traded on the COMEX, something we’ve RARELY ever seen).
Separately, and just as surprising, the data suggests the recent explosion higher in silver prices is ACTUALLY not retail related… but, rather, real institutional/corporate demand from players who need physical. What do I mean? Well, the CME reported that silver futures volumes hit a record 319,204 contracts traded during the great silver squeeze of 2011… or April 25th, 2011 to be exact – investor.cmegroup.com/news-releases/…. Yet, yesterday, there were just 108,420 sliver futures contracts traded, which is 66.0% lower than that seen during the great squeeze of 2011 – investing.com/commodities/si…. In fact, on Jan. 19, 2026 and Jan. 23, 2026 there were an even lower 79.94K and 36.36K contracts traded. Thus, this implies, strongly, this isn’t being driven by retail (i.e., it seems the “dumb money” hasn’t even entered the picture yet).
One last thing… based on data from the CME – fastbull.com/news-detail/co… – there are currently 6,690 sliver futures contracts slated for delivery in Jan. 2026. So what you ask? Well, this level is ~350% higher than the same level at the same time in 2025.
CONCLUSION? People ask… how high can silver prices go. In all honesty, the answer is who knows. But, it seems, near-term, there can be no real correction (lower) with the above figures in mind. So, what’s the bear case (is it… simply… the prices is at a record high… so it will fall soon)?
Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦@StanphylCap
If gold & silver are currently "fundamental currency debasement trades" and not "meme-metal wild speculative frenzies," can someone please explain why over the last year gold is +55% & silver is +190% vs. ***the Swiss Franc*** (a country with NO inflation)? Thanks!
English

@RickPalaciosJr Feels like the start of a bull mkt
In housing Homebuilders
Len Dhi. Hd low Wy Mhk
English

@mikealfred @accounting_ds Mike — housing. Trade is on —- Len
Dhi. Wy. Mhk.
Also chemicals emn. Dow. Ppg.
Stz acted well to earnings
English








