➡ The G7 is planning to seize up to 1 billion ounces of silver from ETF vaults, which could cause chaos in the global financial system. This move is due to the depletion of silver and the rising demand for gold, which is being bought by central banks and smart money. The silver market is expected to surge beyond $500 per ounce, and this is not just about market speculation but about power, control, and survival. The U.S. economy is weakening and becoming more dependent on debt, leading people to invest in gold and silver.
➡ The demand for silver is increasing rapidly due to its use in various industries and as an investment, causing a shortage. This is because the amount of silver mined each year is not enough to meet the demand, and the existing stock is quickly being used up. As a result, the price of silver is rising, benefiting silver miners who can sell at higher prices. However, the shortage is causing problems for industries that rely on silver, as they struggle to secure enough of the metal to keep their operations running.
➡ The value of silver is rising rapidly, increasing by over 160% in a year, and it’s expected to keep growing. This isn’t just due to speculation, but because of fundamental changes in the market. Silver has broken past a significant price point of $77, indicating that its previous suppression is over. This rise in value is predicted to continue, potentially reaching triple digits, with $77 becoming the new base price.
➡ Silver is not just a financial safeguard but also a crucial industrial component, making it essential in a world striving for energy independence. Countries are building silver reserves to protect themselves from Western sanctions and dollar-based trade systems. The author suggests a disciplined investment approach, using a pyramid strategy with a strong base of diversified, low-risk assets and fewer high-risk assets at the top. The author also speculates that a potential return of Donald Trump to power could impact the silver market due to his potential choices for the Federal Reserve leadership.
➡ The U.S. government is considering whether imports of critical minerals, including silver, pose a national security risk. This could lead to trade restrictions, export bans, or even nationalization of domestic silver resources. If silver is deemed essential for national defense, it could be redirected from the open market into secure sovereign vaults, causing its price to skyrocket. However, the chances of nationalization are low due to the potential loss of foreign investment, but higher taxes, royalties, and ownership requirements are likely.
➡ The price of silver might drop significantly in the near future, but this will be a good chance to buy. Once all the silver is bought up, the price could skyrocket to $500. This isn’t just a guess, but a shift where silver becomes important in money, industry, and politics. However, before making any financial decisions, it’s best to consult with a professional.

The Bears think that silver has peaked here. And as my opening comments said, this has nothing to do with silver. This is all about gold. You’re watching Silver News Daily. Subscribe for more. The silver market is about to erupt in a way that will catch the entire world off guard. Right now, the G7 is quietly laying the groundwork for an unprecedented move. The confiscation of up to 1 billion ounces of silver from ETF vaults. A strategic seizure that could trigger total chaos across the global financial system. Don Durette, a respected voice in the metals space, has issued a chilling this is game over for physical supply.

Think about that. Not a slowdown, not a correction, but the absolute depletion of what little silver is left above ground. And once that happens, the price isn’t just going up, it’s going vertical. We’re talking a potential engineered price smash followed by an unstoppable surge beyond $500 per ounce of. This isn’t just about market speculation anymore. This is about power, control and survival in a system on the brink. If you think your ETF holdings are safe or that the silver squeeze is old news, what’s coming next will make everything up to this point look like the warm up act.

First of all, I want to say that this has nothing to do with silver. This is all about gold and also the S&P 500 to a certain extent, but primarily about gold. So gold is such a large market, so much bigger. Silver is a really tiny market. They have basically two. They’re really different markets, if you will. Gold, that’s something that central banks are buying. So gold has been rising for a large extent because of central banks, but not just central banks, but also kind of the smart money. So the smart money has been buying gold, but on a percentage basis.

Gold is so much larger and the investor portion of gold is actually pretty small. I mean, excuse me, is pretty big versus the investor portion of silver. It’s kind of the opposite. It’s like investors are like 80, 90% of gold and maybe 70% or 30% of silver. So gold is the leader. Without gold, silver wouldn’t be doing this. Silver basically became a monetary metal in August. Until August it was mainly treated by investors as a base metal, not so much as a monetary metal. But once it got to 35, actually once it got to $35 in July, then it just.

And then it just took off in August and went to 40. And now we’re, it’s knocking on the door of 70. But that is just a catch up trade so gold rises for the wrong reason reasons. Gold is doing well, which is doing extremely well here at $4400. I mean it’s up over $1000 per year the last two years. I mean it’s been ripping. So it’s up over 100% in two years. It’s up 60% this year over that, over 65% now. I think silver’s up over 100%, 120%. But gold. For gold to be up 100% in two years is kind of unthinkable in many respects.

In the year 2000, gold was $250. Think about that. $250 in 2000. Well, what happened? What happened in year 2000? The.com bubble burst and we went into a severe recession. And the S&P 500. Behind closed doors, a plan is being set in motion that could reshape the global silver market forever. The G7, the world’s most powerful economic block, may be preparing to drain up to a billion ounces of silver directly from ETF reserves. Why? Because the physical silver market is cracking under pressure. And the only place left with scalable liquid stores of metal is in the vaults backing retail exchange traded funds.

These ETFs, which everyday investors trust as a proxy for real silver ownership, have quietly become the last major pool of accessible above ground inventory. And now, as industrial demand spikes and national security concerns mount, those vaults may be repurposed under emergency measures. It’s not just a theory. We’ve seen these kinds of policy maneuvers before, particularly during wartime and monetary resets. The optics will be subtle, perhaps couched in the language of market stability or strategic resource realignment. But the outcome will be anything but subtle. By the time the average investor realizes their paper silver has been stripped from underneath them, the the metal will be gone, rerouted to sovereign stockpiles, military applications and energy infrastructure reserves.

And once those ETF ounces start disappearing, the scramble for what’s left will send shockwaves through the entire financial system. 100 really didn’t get back on its feet for 12, 13 years. And so during that period the US economy floundered in many respects. So we were somewhat dependent on that.com bubble, that.com, you know, resurgence or basically surge in the 1990s where America really was a real strong economy. But that bubble burst in 2000 and really never has come back. Now they’re talking about the AI trade. But the reason gold is at $4,400 is because of what happened in 2000.

We went and then you had 9, 11. And then we started fighting wars and we started spending money on defense. Trillion dollar budgets on defense. Now we’re at a trillion dollars. We still have the trillion dollars in defense and we have a trillion dollars in interest payments. But we’ve had a weakening of the economy since 2000, a weakening economy where we’re literally dependent on the Fed to manipulate the economy, but inject liquidity, lower interest rates. It’s not really a free market capitalist system. But simultaneous to that, the thing that’s really pushed gold higher, which is the reason why I’m in gold and silver, is the U.S.

economy is no longer the juggernaut it once was. And its dependence on debt has gotten worse and worse and worse. And so people are going to gold, foreigners mainly. The US central bank doesn’t buy gold. Canada’s central bank doesn’t buy gold. England’s central bank doesn’t buy gold. Japan’s central bank doesn’t buy gold. So it’s basically our non allies, it’s all of our enemies that are buying gold and they are shifting away from America. So America, when the Ukraine war started in 22, I think it was in 22, you started to see a bifurcation of the global economy.

We talked about the global South. This is really harmful for the US economy because we’ve been in a dominant position since 1945. We’re losing that dominant position. So gold has these unbelievable factors that are holding it up, pushing it higher. And those factors are actually getting better, not worse. Now silver was highly, highly undervalued. We had a GSR of 120, now it’s down about 65. And I said that it’s going to squeeze down over time if gold keeps going higher. The reasons that are pushing up gold will eventually pull silver up. So silver is being pulled up as a monetary metal in conjunction with the drivers of gold.

So what’s pushing up silver is the drivers of gold. That’s the main factor. Now we also have these other factors, but those aren’t the main factors. But those other factors kind of push silver up higher, faster. And those other factors is inventory levels. And that’s where your fabricators come in and your investors start fighting over inventory. So you got 70% fabricators. That’s basically silver going into some type of a product. And then you have just before we get going, we just launched the official Silver News Daily Telegram to kick things off. We’re running a 10 ounce silver giveaway.

Yes, real physical silver, not a voucher, not digital credits, actual bullion. This telegram will be our new home for real time silver discussions, market insights, collection picks and everything Precious metals. It’s where the community truly comes alive. Here’s how to enter the 10 ounce silver giveaway be subscribed to Silver News Daily on YouTube. Turn on the notification bell comment 10 ounce giveaway on three separate videos. Be an active member of the Telegram group and say hi. Once we hit 500 Active Telegram members, we’ll pick one lucky winner to receive 10 ounces of silver shipped directly to you.

So get in early. Stay active. If you’re holding silver through an ETF right now, you may not actually own what you think you do. In fact, those ounces you see listed on your brokerage statement, they could soon be claimed, reclassified or outright seized before you ever get a chance to convert them to physical metal. Don Duret isn’t mincing words. He’s warning that ETF holders are in the direct line of fire. These funds were built for convenience, not sovereignty. When silver was abundant and trust in the system was high, owning SLV or PSLV seemed like a safe bet.

But that era is over. As physical silver becomes critically scarce, these funds are turning into prime targets in the fine print. ETFs don’t guarantee individual delivery. Most investors don’t even realize they’re not first in line. Institutional redemption rules, custodial discretion and vague language about allocated versus unallocated holdings open the door for governments to step in, drain the vaults and leave paper holders holding nothing but empty promises. And when the G7 moves to prioritize sovereign access to silver over investor claims, and there will be no legal recourse, just a wave of panic selling and price dislocation. This isn’t just a liquidity risk, it’s a confiscation risk.

And once the first ETF cracks, confidence across the entire system could collapse like dominoes. 30% investors approximately. It wasn’t too long ago it was below 25% investors, but now it’s kind of jumped up to about 30. So now there isn’t a lot of excess silver. As a matter of fact, we’ve had deficits for the last three to four years. The above ground silver has. Excuse me, the amount of silver that’s mined on an annual basis has not been enough for demand. So we’ve had to use above ground inventory to offset those deficits. And that has been slowly and slowly hollowing out the inventory of silver.

So while gold is pushing, the demand for gold is the reasons for gold going higher that are turning silver into monetary Metal, making it more demanding for investors, creating this competition between fabricators and investors over who gets the silver. And I’ve said, I wrote this in my book back in 2010, we are going to have sea shortages in silver because it’s just a matter of time before the investors want some. Investors want some. So the investors want 80% of gold supply and currently they want 30% of silver supply. If they want, if investors want 40% of silver supply, you got to, you’re going to have a shortage.

So I’ve always believed that we were going to see shortages in silver. And so now we have a two pronged pressure valve on silver. The two, which I’ve explained. The first one is silver, basically following up gold because of the monetary reasons, because of the drivers of gold. You have that driver pushing up gold and now we have inventory levels also pushing up silver. So the question is, what’s the new floor for silver? I had the floor at $45 two weeks ago. If we close this Friday, we probably will above where we’re at now, 68. Somewhere in there, I will move my floor up to 50.

So the floor keeps rising. And as the floor rises, that really helps the silver miners. Because if you have a $50 floor, that’s going to create a lot of incentive for silver miners to basically spend more money to get silver out of the ground. And it’s going to create a lot of incentive for companies to do acquisitions to take advantage of these high margins. At $50 silver, the margins are plenty high. We’re looking at about 40% margins at $50 silver somewhere in there. Maybe not quite 40, maybe 35, but those are sufficient to make money. And at $65 silver, you have 50% margins, which are higher.

Those are better than gold miners right now. So gold miners at $2200 break, you’d have to have, for 50%, you’d have to have $2200 margins. We’re not quite there. We’re more like 45%, maybe 48% margins on gold miners average. But gold miners, I mean silver miners right now as we speak, are better than gold miners, which is stunning. So the silver miners have higher margins right now than gold miners, which is kind of mind blowing considering where we were at six months ago. The illusion of abundant silver is collapsing and fast. What was once thought to be a deep and liquid market is now revealing a brutal truth.

There simply isn’t enough physical silver left to satisfy demand above ground. Inventories are vanishing not over decades, but in real time. Vaults in New York and London, which once held ample reserves, are now reporting record outflows as both industrial users and investors rush to secure what’s left. The October short squeeze was only the beginning. A warning shot that the paper silver market is backed by a dangerously thin physical base. Fabricators, mints and refiners are now struggling to source metal. And premiums on coins and bars have surged as retail demand collides with institutional hoarding. What’s driving this? It’s not just speculation.

Silver’s growing designation as a critical mineral for national security, its expanding industrial use in clean energy and a looming distrust in fiat currencies are creating a perfect storm. The available float is being drained ounce by ounce, day by day. When the paper markets are forced to reconcile with physical reality, the dislocation will be violent. And those who wait for confirmation from mainstream sources will already be too late. Yeah, yeah, absolutely. We’re going to see outperformance. So you just have to look historically what silver’s done when it basically turns into a monetary metal. So in 2011, which was a very short lived rip for silver, we went to 49.

We didn’t stay there very long and we came back down. Even that short period of getting to 49, we had a GSR of 49. And the SGR, which I kind of like to use that better. You divide silver into gold because the percentages are easy to do in Your head was 3.5%, which we’re not even close to that. We’re at a little over one and a half. So if you use 1% of gold, that would be $44 silver. If you use 2%, that would be 88. And so we’re not even at 2% yet. And we’re going to go to, I think we’re going to go somewhere between two and a half and three.

And some people would think we’re going to go higher than that. But two and a half is plenty, plenty darn high. Right. And so I think we’re going to, you know, 2% of 5,000 is $100 silver. So that’s kind of what, that’s kind of my target area. I don’t know if we’ll get there. I think we’ll be close though. We’re looking about like 85. $90 is kind of the, if we look at a range, if, when silver and gold goes to 5,000, silver will outperform gold. And right now the silver miners have better margins than gold.

Right. Gold miners, and it’s only going to get better. So I think that if when gold goes to 5,000 next year and we’re at 4,400, so 5,000 is definitely kind of looking like a really good target. If we go $5,000 gold next year, we’re looking at somewhere between 85 and 110 silver that range somewhere in there, kind of low end, high end range. Those numbers are stunning. You throw those numbers on silver miners, you’re looking at some serious returns. And there’s people out there right now that say that my targets of 85. The battle for silver has turned into an all out war.

And the front lines are now drawn between the fabricators who need silver to keep factories running and the miners who simply can’t produce it fast enough. On one side you have solar manufacturers, EV makers, electronics giants, all dependent on a steady uninterrupted flow of industrial grade silver. On the other, a mining industry squeezed by years of underinvestment, geological depletion and political risk. Even with silver prices pushing toward all time highs, miners are hitting a wall. Supply can’t keep up with the surge in demand. Don Duret points out that even at these elevated prices there’s no meaningful response in production because there can’t be.

Unlike fiat currency, you can’t print silver. It takes years to discover, permit and extract a new deposit. And most of the easy ounces are already gone. Meanwhile, fabricators are now being forced into aggressive pre purchasing and long term contracts just to lock in their future supply. It’s no longer about price, it’s about access. This is how shortages begin. Not with a loud crash, but with quiet desperation as industries fight over dwindling stockpiles. And as this tug of war intensifies, the market’s tipping point draws closer. 110 are just silly low, right? Michael Oliver says that we could go to 150 to 200 in Q2.

Those are numbers that just are mind boggling. They make your head spin. But that’s what we’re looking at. That’s the kind of. And then we look at the other side of the coin, the bears. The bears think that silver has peaked here. And as my opening comments said, this has nothing to do with silver. This is all about gold and the drivers of gold. So if you say that silver is peaked out here because it’s RSAs to the moon and it’s made this unbelievable rip over the last few months, it has to correct? Yeah, it’ll correct.

But like I said, my floor’s probably going to move up to 50 bucks and if it goes down there, that’s just a little correction and turn around and go back up. The only thing that’s going to get, that’s going to end this bull market is the drivers of gold. And if we can talk a little bit about the drivers of gold, because that’s the only thing that’s going to break this silver market or gold market. It’s not going to be a blow off top. It’s going to be the drivers of gold which basically move as investors.

If gold flattens out or goes down, silver will flatten out and go down. That’s just how, that’s just how it works. But right now the drivers for gold are extremely good and those drivers I think are in place. They’re not going away. I’ve been saying that we can expect two more years of bull market for gold, silver and the miners. That’s my expectation, 26 and 27. Now, a lot of people think it’s going to go on a lot longer than that. I say that in 28 we have to be very, very cautious of this market ending, especially 29 or 30.

So basically the risk starts really ratcheting up in, in 27, 28, 29. But I’m pretty confident we’ll get all the way to 28 before this massive run that we’re in the middle of here early innings. It will end. Silver breaching the $77 mark wasn’t just another headline. It was a signal that something irreversible has begun. In just one year, silver has surged over 160%, far outpacing gold and other precious metals and igniting a new wave of speculation, fear and institutional positioning. But this move wasn’t driven by hype. It was driven by fundamentals snapping into Place. The $77 breakout shattered years of resistance and confirmed that silver’s long period of suppression is over.

Traders who once ignored silver as a laggard are now treating it like the next explosive trade. And momentum is feeding on itself. And here’s the thing. This isn’t the top, it’s the ignition point. Every previous silver bull run from 1980 to 2011 followed a similar pattern. First a slow grind, then a sudden breakout, and finally a vertical surge that leaves mainstream analysts scrambling for explanations. We’ve entered phase two, the breakout, and the $100 level now sits within reach. But this time, with global silver deficits, geopolitical strain and ETF uncertainty looming in the background, we’re not looking at another double digit peak.

We’re staring down the barrel of a triple digit future where $77 is remembered not as the high but as the floor. I’m only going to move it up to 50 if 68 holds. We still have a couple of trading days left. It’s Monday here, the 22nd. So short. The last three days this week should be very somewhat calm. So I don’t expect to get below 68, but the Banksters, they might decide, you know, Christmas massacre here and push it, push it down, you know, sub 65 by Friday. So we need, I like to do Friday closes before I change my targets.

So that’s so there. But as far as getting in now, if you will, you want to ride the train, but if you’re not in, you don’t want to buy tops either. It’s never smart to buy tops. We have an all time high today in gold and silver. It’s just never smart to buy tops. But you want to ride the train. It’s so, it’s a, it’s a tricky entry. It’s really, it’s always difficult to get in on a bull market. But I think the play here is to wait. Even though we could go, you could just keep going up, up, up, up and away.

Right? But I think the play here is to wait for that, that next correction to 50, 55, 50 or even lower than that. But, and before, you know, before buying these miners, that’s, that’s my gut feeling because you just don’t want to buy tops. It’s just never, it’s usually you make your money when you do, when you buy and you don’t want to buy tops. But simultaneous to that, there’s only five quality silver miners. Five, you could say six, seven, eight quality miners. I’ve created a list of them, I call them the Mormons, which is eight, eight quality miners.

But then I have my big five. Now it’s probably smart to buy the big five, get into the big five. But the thing is, is that this is a highly volatile market and you, and the one thing that’s crazy about gold and silver miners is they are uber dependent on the price of gold and silver. And so you can, you know, any stock can basically fail on you in this sector. It’s very, it’s a very high risk, volatile. I call it speculation. You’re not really investing, you’re not buying Microsoft, you know, you’re not, you’re not buying Meta.

You’re buying something that is very unusual, high risk, speculative play. So if you do get in, and especially in these silver miners, it’s going to be tough to ride this train to the top. The thing that’s nasty about this is that you can have stocks go 20 down 25% in a week. You can have stocks go bankrupt overnight. They just, they halt, they don’t trade again. That happened. What if I told you the next silver crash could be deliberate? Not a market correction, but a coordinated takedown designed to clear the decks before a historic melt up.

It sounds outrageous, but this is exactly what Don Duret is warning about. An engineered silver crash orchestrated by the same forces that have spent years suppressing its price. The goal shake out retail holders, collapse weak hands and transfer physical ounces into stronger institutional grip. All before the real move begins. It’s a playbook we’ve seen before in commodities markets. Nothing clears resistance like panic, create fear, spark liquidations. And suddenly silver is back at $50 just long enough for the smart money to buy every ounce that hits the market. And then like a coiled spring, the price detonates.

But this time there may be no coming back down. With vaults already thin, ETFs vulnerable and industrial users hoarding every ounce they can find, the rebound could be immediate and unstoppable. This is the quiet before the storm. The part where silver fakes left, collapses briefly and then explodes right past $500 in a move that shocks even the most bullish analysts. If you’re waiting for a safe entry, understand that the next drop may be your final warning, not your buying opportunity. Happens in this business. So you have to know what you’re doing here. You really don’t want to mess around with retirement money unless you’re a true believer like me.

But you would really want to play around with money you can afford to lose in mining stocks because the upside is just, I mean you’re looking at baggers here. One bag is 100% return. You’re looking at baggers. So you got to be that’s the kind of if you’re going to get bag or upside, prepare for volatility, prepare for risk, prepare for massive losses. So but I will after that kind of intro for, for this I will name the top five. So the top five silver like you know, the only ones that I, I, you know that I depended dependable on and I’ll mention the sixth one as well because I think a lot of people like that one.

But the first one that I’ve ranked the highest is, is core mining. Now none of these, none of These miners mine 80, 90, 100% silver. None of them do 50%. I think first majestics is about 50% silver. That’s about as high as they go. So I look for companies that mine 25% to 50% silver. That’s about the best we can get. You just can’t find them is the first one I’ve ranked. Number one is Coor Mining. They’re about 40% silver. And after the new gold deal closes, they’re going to produce 900,000 ounces of gold and 20 million ounces of silver.

The next one, hecla mining, they mine 18 million ounces of silver and I forget how much gold. Maybe I’m guessing 150,000. Then the third one is Pan American Silver and they mine 2122 million ounces of silver and about 750,000 ounces of gold. Then the fourth one first Majestic, and they mine about 32 million ounces of silver equivalent. And about half. And half of that is. About half of that is silver. And then the fifth one is Endeavor silver and they’re up to about, gosh, I forget the exact number. 16, 18 million ounces a year, but it’s growing.

They’re one of the few companies that have kind of a growth path because they’re developing another big one right now. They’re going to get to 30. They have a target 30 and 30. So the average of these are about 20 million ounce producers of silver. Those are the big five. There’s not that many. I mean they’re rare. And so I think you want to own the big five. But you can own an ETF. You can own Silj. Silj. Of those five names, four of them are the top four names. My big five. Four of them are like 35% of the fund.

So you can just buy that if you want. The difference is you have to pay half a percent every year fees if you, if you do do the etf. So if you, you. So one of your options, you could buy today and then, and then buy it. Buy more is on the dip, but expect to be down if you buy it today. If you buy anytime you buy the top, the chances are at a certain point you’re going to be down and you could, you could be down 20, 30% very easily. So that’s the risk. Silver’s role is shifting from a forgotten commodity to a weapon in the global de dollarization movement.

For decades, the US dollar has been the undisputed reserve currency. But cracks in that system are now widening as nations grow increasingly wary of American monetary policy. Central banks are diversifying into hard assets. And while gold has led the charge, silver is quickly emerging as its strategic counterpart. What makes this different is silver’s unique dual identity. It’s not just a monetary hedge, it’s a critical industrial input. And that makes it indispensable. In a world racing toward energy independence and geopolitical autonomy. Countries like China, Russia and members of brics are quietly building reserves not just to hedge inflation, but to insulate themselves from Western sanctions and dollar based trade systems.

As trust in fiat erodes, silver is becoming part of the escape route. It’s portable, liquid and increasingly scarce, the perfect asset in an era of currency realignment. Don’t underestimate what this means. We’re not just talking about silver as a store of value anymore, we’re talking about silver as a tool of sovereignty, a hedge against the next phase of global monetary warfare. And once that role becomes fully recognized, demand won’t just spike, it’ll explode. Yeah, so I’ve been a very disciplined investor as far as buying. So I wrote a book. Everybody should read my book because it’s comprehensive, it’s thick, it’s basically a textbook.

The chapter on juniors is almost 100 pages long. And so I explain how to analyze how to understand the risk of gold and silver miners and then how to apply strategies. And so me, I used, and I put it in my book, I used a pyramid approach. And now it’s hard to use the pyramid approach because you’re kind of late to the game. But I’ll still explain my pyramid approach. My pyramid approach is at the base of the pyramid. You want to have more allocations to lower risk, to diversify your portfolio. And so you want a real strong base, if you will.

So I create, my base is created through physical mutual funds, ETFs and majors. So I create this really, really strong base. And then I chase alpha on top of the base so the pyramid goes to a point so you have less allocation at the top. And then above the majors, I have mid tier producers and I want to own as many quality mid tier producers I get my hands on. If I find a mid tier producer that’s a five bagger now I use future gold and silver prices. I buy it unless it’s in a location I don’t like or if there’s a red flag.

And in my book, in chapter 10, I explain how I analyze stocks. I use a 10 step method. And that 10 step method identifies red flags. So the first eight, actually the first nine steps is identifying red flags. And if you find too many red flags, you pass. But then, and then chapter the ninth step is how cheap it is what the valuation is. So you compare those, those red flags, the risk with the upside, the risk reward to make a decision. And so I want to find as many mid tier producers that I that pass my checklist, if you will.

And I use checklist as well and in addition to my chapter 10. And so you can get an edge. If you read my book, you can see how I get an edge. But my edge is based on, it’s predicated on one thing. Gold and silver prices rising. Because that’s the only way you make money in this. You make money because gold and silver goes up. That’s it. The only reason you can’t really make money in gold and silver mining stocks. If the price of gold stays flat for three years, it’s not going to happen. We’re speculating on the price of gold and silver.

But if gold and silver go higher, you can get an edge. Read my book, you’ll get and I explain it now. So I use that systematic approach with that pyramid, but what I do in tandem with that, I use a very disciplined approach in that I buy stocks using my discipline. My discipline is this way, if it’s a very high risk stock, but I like it, it’s only going to get Donald Trump’s potential return to power in 2026 could send shockwaves through the silver market, not because of campaign rhetoric, but because of who he might choose to lead the Federal Reserve.

Speculation is already mounting that Trump could nominate a hyper dovish Fed chair, someone willing to slash rates aggressively and flood the system with liquidity. And that would light a fire under precious metals. Silver in particular thrives in this kind of environment. Low interest rates weaken the dollar, making silver cheaper for foreign buyers, while also driving investors away from yield based assets and into hard money. But it’s not just about rates. A Trump controlled Fed would likely be far more tolerant of inflation, deficit spending and economic shocks, all of which erode confidence in fiat currency. And in that vacuum of trust, silver gains ground fast.

We’ve seen this play out before. When Trump pressured the Fed in his first term, gold and silver surged. This time, the setup is even more dramatic, with debt levels far higher, inflation far stickier and geopolitical tensions far worse. If Trump names a compliant Fed chair, silver won’t just benefit. It could become a lifeboat for capital escaping a monetary system spinning out of control. At 0.25 to 0.35 of my total cost basis at the at that time, it’s only going to get 0.5 to 0.7 if it’s a very high quality stock. And then it’s only going to get 0.8 to 0.1.

If it’s a bit of a unicorn, it’s hard to get 0.8 to. It’s very hard to get 1% of my money on my cost basis. My average investment is 0.5%. So what I. That’s my disciplined approach. And I’ve been doing it for 20 years. So by doing that, I take the emotion out of it. The only stocks that I’m buying and my pain point is about 0.8, 0.5. I don’t buy above those levels. And so I don’t. It’s very rare for me to have a stock that runs into trouble that’s going to hurt my portfolio. So there’s basically, you know, very little emotion.

Stock market I’ve lived through Many, many down 5% days. Many, many, many of them. They don’t bother me at all. Down 5% a single day. Now, I haven’t really seen a significant drawdown in my portfolio since 2007, but I lived through that. I was down 70% in 2008. 70. But I learned a lesson from that. And the lesson was always buy the dips. Because the stocks that I bought in 2000, January of 2009, they made me roar back. I was up 100% by 2011. And so I learned the lesson of buying the dips there. And so, yeah, so you use that discipline approach to buy, and then you use a disciplined approach to exit.

You don’t sell early. I always, you know, I love the Peter lynch line where he said, Peter lynch is probably the best investor of all time on performance. And Peter lynch said my biggest mistake. I don’t know how the best of all time can have him have a biggest mistake, but he said, my biggest mistake was selling too early. And that’s what I’ve been trying to tell people. You don’t want to sell these gold and silver miners early in the cycle. We’re early in the cycle. I’m not selling any stocks until we get to at least $5,000 gold, at least.

So wait till $5,000 gold, and then I’ll look around and say, okay, is it time? So what I’m waiting for is the market to at least the cycle, to at least mature a little bit. We need to at least get to the fourth or fifth inning. And until then, it’s not, in my opinion, you can make money when you buy and you can make money when you sell, but you can make a mistake. Selling they always that but the other thing is you don’t want to not take profits but you want at a certain point but you want to at least get the stock.

Just before we get going we just launched the official Silver News Daily Telegram. To kick things off we’re running a 10 ounce silver giveaway. Yes, real physical silver, not a voucher, not digital credits, actual bullion. This telegram will be our new home for real time silver discussions, market insights, collection picks and everything precious metals. It’s where the community truly comes alive. Here’s how to enter the 10 ounce silver giveaway. Be subscribed to Silver News Daily on YouTube. Turn on the notification bell, comment 10 ounce giveaway on three separate videos. Be an active member of the telegram group and say hi.

Once we hit 500 Active Telegram members we’ll pick one lucky winner to receive 10 ounces of silver shipped directly to you. So get in early, stay active a little bit, mature. So I’m not in the camp that you know take profits early just because your stock doubled, tripled, you know I have a stock right now it’s a 30 bagger and I haven’t taken any profits and I’m not going to take any profits until it’s a 65 bagger probably. And so in my, I’m just, you know basically I want to take that initial investment. I want two or three of my stocks to pay off my entire cost basis.

That’s my plan. And right now I’m on track for that. And so there’s no way I could do that if I take profits in them. And so I and also I’m on track right now for 5010 baggers and there’s no way I’m going to get 5010 baggers if I take profits. And I, and I my goal I have a range 50 to 75. So I have about 100 total positions, a little over 160 plus ETFs and mutual funds. So of 160 I’m expecting 50 to 75 to be 10 baggers. So I don’t need, I’m in the 8020 rule.

I want 80% of my stocks to basically do well and 20% to lag a little bit or be disappointment and then the other side of it 20% to do extremely well. So that’s kind of my systematic approach and then exiting again. I won’t exit before $5,000 gold and I won’t exit early. I will look at the stock and see is it time, is now the right time to sell this stock? If A stock is, you know, it’ll be tough for me to decide am I going to sell 100%, 80% or 75%. Those are kind of will be my three choices, depending on how much, what the story is, how much upside it has.

If a stock is just still doing phenomenally well, I might sell 8, 80, and if it’s still doing really well, maybe 75. But if it’s starting to slow down and I got this big, big return, it’s up hugely. And I’m like, I’ll just sell the whole thing. So those will be my three exits. Something big is brewing behind the scenes, and it’s coming straight from Washington. The U.S. commerce Department is now reviewing whether imports of critical minerals, including silver, and pose a national security risk. At first glance, it sounds like another bureaucratic probe. But look closer and you’ll see what’s really at stake.

A potential trigger for sweeping trade restrictions, export bans, or even outright nationalization of domestic silver resources. If silver is deemed essential for national defense, and with its vital role in military tech, energy grids and strategic manufacturing, that’s increasingly likely. The US Government could move to control who can buy it, where it can go, and how it’s distributed. That means physical silver could be redirected from the open market into secure sovereign vaults. Traders waiting to buy the dip might find the metal isn’t available at any price. This is more than just a policy shift. It’s a fundamental reclassification of silver as a geopolitical asset.

And once that line is crossed, the game changes. Silver is no longer just an investment, it’s a state level priority. And when governments compete with investors for the same vanishing ounces, the price doesn’t just rise, it goes vertical. Yeah, this is a question a lot of people that are interested in. I’ve always said that nationalization is not going to happen because it’s too difficult to nationalize your mines because you’re going to lose foreign investment. So I, the chances of nationalization to me is extremely low in just about every country. But what has high probability is higher taxes, higher royalties, and higher ownership requirements.

Now these aren’t nationalizations, but they’re kind of quasi nationalization is when they demand percent ownership of the mines. They’re like, okay. And they’ve done this in a couple of ways. One of them is they required local ownership. So a Canadian company goes into a West African country, 10% or 20% of that company has to be owned by locals. Local ownership, not necessarily the government. And then other countries, they have like A free carry for like 10%. Sometimes it’s the project, not the company. A lot of time it’s the project. So you have a 10% free carry to the country.

So we’re going to see more of those. And those will, they will bite us depending on which country does. So if a country does it, every single miner that has a mine in that country will probably go down. And if they only have one, if they’re a single mine company and they’re in that country, they’re going to go down substantially. That’s what that, those examples are all going to happen. Now as far as gold mining, that’s kind of your risk for gold, one of your largest risks for owning gold miners. Because your stock, if you pick like you’re only in two or three stocks and one of your stocks gets one of these higher free carries or higher royalties or higher taxes, then your stock’s going to get worse whacked and said as a gold miner that’s one of your highest risks.

Now for silver miners you actually have a dual risk which is going to create a lot of volatility. And the dual risk is what you just laid out. What I just laid out as far as higher taxes, high royalties, higher free carries, in tandem with shortages. So if we have shortages in silver, we’re not going to have shortages in gold, but if we have shortages in silver, governments and regulatory bodies are going to take action. They’re going to take action. If you have shortages, they’re going to find a way to create more inventory. And there’s lots of different methods that they can do to increase inventory.

The first one is what they’ll do first is what they did in 1980 and they’ll basically raise the margins like they raised them recently, 10%. They’ll just keep bumping them up higher because margins have a huge impact on the players in the futures market. The future market has a big impact on the price of gold and silver. So if you keep raising those margins, you’re going to end up pushing a lot of players out and pushing a lot of buyers out. Anybody who wants to buy on margin, fewer, so you bet fewer players are going to buy silver.

So that will impact the price of silver going higher. So they’re going to mess around with those margin requirements. The next thing that they’re going to mess around with, but then that’s the low hanging fruit. The low hanging fruit. And after that we start to see things that are six sigma events that you don’t expect. And the first one it would Be a regulatory situation where they don’t allow people. Imagine waking up in a world where silver isn’t just a metal, it’s a status symbol, a strategic asset and a financial escape hatch all at once. That’s the world we’re heading into.

If silver blasts past $500 an ounce, this isn’t a hypothetical anymore. With everything converging from physical scarcity and ETF confiscation to monetary turmoil and industrial desperation, the the stage is set for a historic repricing of silver. At $500, the entire dynamic of wealth shifts. Miners become the new tech stocks. Physical bars become harder to find than real estate. In a supply crunch, industries reliant on silver face impossible choices. Absorb skyrocketing input costs or shut down production entirely. Meanwhile, investors who positioned early could watch their portfolios balloon while the mainstream financial world scrambles to explain what just happened.

But this new world comes with volatility, political pressure and regulatory chaos. Capital controls, nationalization talks and accusations of market manipulation will dominate headlines. Still, through all the noise, one truth will be undeniable. Silver has reclaimed its role not just as a store of value, but as a signal. A signal that the financial system has changed forever. To buy, they only allow people to sell just one day. They just basically say okay, we have all these orders in, but you know, all you can do is you can sell what you own. But they won’t do this for a long period of time.

It’ll be a short period. But right now we’re not allowing any buy orders. No buy orders right now. They just lock it down. No buy orders. We’re going to see and there’s probably a few other regulatory things they can do to create inventory. Then we get to what you mentioned earlier about the ETFs, about that’s another low hanging fruit that I think is going to happen. You have about a billion ounces sitting in warehouses that are owned by ETFs, spot ETFs, and they can empty all those out. The two biggest is SLV and PSLV. Both of those, the G7 controls both of those.

So the G7 could basically say, look, we have silver shortages. They need inventory. We got a billion ounces here. Let’s basically sell, make that inventory and sell those to the fabricators. And so what would happen? There’s a few different ways they could do it, but basically the inventory that they currently have, somebody would have to come up with a cash to pay off everybody that holds the paper, everybody that owns the SLV and pslv. So we would all get cash, right? And then somebody would be holding a whole bunch of debt and a whole bunch of inventory.

So the governments would actually have to step in and loan them out the money. But it’s actually not very much. There’s actually peanuts. The US government could basically say, okay, here ETFs, here’s the cash, you know, we’re going to borrow to it, then you sell the silver to the fabricators and pay us back. I think that’s going to happen. And but the one thing is, is that it’s A1 and they can only do that once. So what will happen if they do that is the price of silver will drop probably 20, 25 bucks in a single day.

They won’t do it until silver’s like 80, 90, $100. But when they do it, you can expect silver to drop about 20 bucks. But the problem is for that’s a one and done thing, okay, you got a billion, you got a billion ounces. Guess who’s going to else is going to buy those billion ounces is the investors are going to buy them directly or indirectly. Somehow they’ll get their hands on them. But the investors, their ears are going to perk up because their investors are going to go, oh, now there’s no inventory because that was the last of it.

Right? Once that billion ounces is used up, it’s kind of game over situation. Then you’re looking at $500 silver. So invest. So my point is this, is that when they do that, even if silver prices crash $20, it’s going to be a buying opportunity. Don Durrett’s message couldn’t be clearer. The silver shortage isn’t coming. It’s already here. And what happens next will redefine everything we thought we knew about precious metals. When the G7 moves to confiscate ETF inventories, when fabricators and investors clash over the last available ounces, when national security labels turn silver into a restricted asset, there will be no more time to wait.

The engineered crash, if it comes, will be the final opportunity to act before silver takes off toward $500 and beyond. We’re not talking about a speculative rally. We’re talking about a global realignment where silver becomes monetary, industrial and geopolitical all at once. And when that moment hits, it won’t just be an investment decision. It’ll be a question of who saw it coming and who didn’t. If you’ve made it this far, you already know more than most. Stay informed, stay alert. And if you want to stay ahead of the curve. As this unfolds, make sure to subscribe.

But remember, none of this is financial advice. Speak to a professional before making any decisions with your money.
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