Dave retweetledi
Dave
6.3K posts

Dave
@Dangours6
sps#3021 sps3021.theta Traderpunk#115 https://t.co/1vfYiB7gP5 https://t.co/UOTsBt8JlB BTC/Theta/Tfuel/Silver/Gold/Platinum
United Kingdom Katılım Aralık 2021
3.9K Takip Edilen828 Takipçiler
Dave retweetledi
Dave retweetledi
Dave retweetledi

‘The CME COMEX has ‘circuit breakers’ in the silver market that halt trading for a period if extreme price movements occur to allow for a more orderly market. What the CME COMEX calls dynamic circuit breakers automatically kick-in when the price of silver drops or rises by 10% on a rolling 1 hour basis. We can see in Figure 1. below that from ~ 12:30 to ~ 13:30 Eastern Time, the price of silver - both cash/spot and futures - ranged between $91 /oz. and $75 /oz., representing an 18% range, and yet the CME COMEX automatic circuit breakers were not activated nor announced by the CME. Yesterday, I wrote a letter to the CME asking why this exception to CME COMEX rules occurred and will report their response when received’ #DavidJensen
open.substack.com/pub/jensendavi…
English
Dave retweetledi
Dave retweetledi
Dave retweetledi
Dave retweetledi

🚨THE SILVER MARKET IS BEING HEAVILY MANIPULATED RIGHT NOW.
Silver is trading at two completely different prices at the same time.
In the US (COMEX), silver is around $92. In Shanghai, physical silver is around $130. That’s a 40%+ premium in Shanghai.
Same metal. Two prices. And this gap is exactly what manipulation looks like.
Here’s why:
1. COMEX IS MOSTLY A PAPER MARKET
In the US, silver trading is dominated by paper contracts. Most of the volume is not real silver moving around. It’s contracts being bought and sold. And the paper to physical ratio is estimated around 350:1. That means for every 1 real ounce, there can be hundreds of paper claims.
So when big players dump paper contracts, the price drops even if physical silver is still tight. No actual silver needs to be sold.
They just sell paper and push the price down.
2) SMM AND SHANGHAI REFLECT REAL PHYSICAL DEMAND
SMM prices reflect actual physical transactions inside China. Silver holding around $120 there already shows stress. Shanghai spot prices near $130 show something even clearer: buyers are paying up because they need physical silver now.
These premiums appear when supply is tight, delivery matters, contracts are not enough. Shanghai is not pricing paper leverage. It is pricing availability.
Where paper dominates, silver prices are suppressed. Where physical demand dominates, silver trades much higher.
COMEX shows a paper price. SMM and Shanghai show the physical price.
The gap between them is proof that silver prices are being heavily influenced by paper trading, while the real market is already clearing much higher.

English
Dave retweetledi
Dave retweetledi

I’ve learned recently that the local coin shops can’t sell their lower grade junk silver because
a) refineries aren’t buying it because it’s easier to refine 999 silver and
b) they are having trouble financing hedges against their existing inventories.
This is creating congestion in the silver supply chain and causing demand destruction.
I’m not super up to speed on how to wholesale networks are structured, but I decided to allocate up to $200M to help clear these back logs of 90% constitutional silver. If anyone can point me in the right direction I would appreciate it.
The spice must flow
GIF
English
Dave retweetledi
Dave retweetledi

This is a very very simple answer with regards to this erroneous idea that the Shanghai silver price includes VAT.
Start with doing some basic maths.
The Shanghai price was typically running on parity with Comex / LBMA prices for years.
So is anyone seriously telling me that they were selling gold and silver massively under spot/futures price for years because if the quoted price includes VAT, that would be the case.
If after the above statement you still don't understand then frankly you are a lost soul drifting aimlessly through life.
English
Dave retweetledi

Don’t forget that the LBMA Silver Price daily auction is for “unallocated” silver, and that is the privately owned LPMCL just clears “paper” silver trades.
Allocation is a separate process.
TF Metals Report@TFMetals
Reposting this because Ronan knows his stuff and this information is very important.
English
Dave retweetledi

Silver officially hits 💯
The $100 hype video as promised...
Congratulations to the Apes 🦍
@davidbateman
@KingKong9888
@themarketsniper
@jameshenryand
@Sorenthek
@BankerWeimar
@SilverDegen @goldseek
English
Dave retweetledi

Hysterical Short video By @GreyRabbitFin
For a quick take a breath moment on XAG through $100's.
Grey Rabbit Finance 🥕@GreyRabbitFin
Silver officially hits 💯 The $100 hype video as promised... Congratulations to the Apes 🦍 @davidbateman @KingKong9888 @themarketsniper @jameshenryand @Sorenthek @BankerWeimar @SilverDegen @goldseek
English
Dave retweetledi

SILVER IS ABOUT TO DO WHAT NO ONE BELIEVES POSSIBLE
Learn more: vongreyerz.substack.com/p/subscribe
English
Dave retweetledi
Dave retweetledi

What are the odds that #SILVER breaks $100 while I’m interviewing @keith_neumeyer tomorrow morning live at 9:30 am eastern?

English
Dave retweetledi
Dave retweetledi













