➡ The value of silver is expected to skyrocket due to a combination of factors including a decrease in US debt ratings, scarcity of physical silver, and potential increase in silver miners’ valuations. This surge in silver value is largely overlooked by Wall Street, which is focused on tech stocks and rate cuts. The US’s financial instability, tariffs, and a potential economic downturn are contributing to this predicted increase in silver value. This could lead to a shift in investor interest from bonds and cash to silver and gold.
➡ The US economy is under stress due to factors like massive deficits, no spending cuts, and an upcoming election. This, combined with the Triffin’s Dilemma, which suggests that being the global reserve currency will eventually lead to economic downfall, is causing concern. As the US dollar weakens, people are turning to assets like silver that can’t be devalued. This situation is worsened by rising debt, inflation, and the potential return of high tariffs, which could further weaken the US economy and the value of the dollar.
➡ The article discusses the potential economic impact of rising tariffs and increasing debt, suggesting that these factors could lead to inflation and economic instability. It suggests that in such a scenario, investors might turn to tangible assets like silver, which could significantly increase in value. The article also mentions a strategy called fiscal dominance, which involves borrowing and low interest rates to manage a struggling economy, but warns that this is not a sustainable solution. Finally, it predicts a potential economic downturn for the U.S., suggesting that gold, silver, and bitcoin could be safe investment options.
➡ The U.S. economy is heading towards a recession, and it’s predicted that gold, silver, and miners will benefit the most. The silver market, in particular, is overlooked and undervalued, with only a few companies having a significant market cap. However, the demand for silver is increasing, outpacing supply, and when the price starts to rise, it could lead to a rush of investment. This situation, combined with the U.S.’s growing debt and the potential for a financial reset, suggests that we need to prepare for significant economic changes and possibly reinvent our approach to the economy.
➡ The article predicts a significant increase in the value of silver and silver mining stocks in the next few years. It suggests that as the price of silver rises, the profits of the few existing silver mining companies will multiply, leading to potential wealth creation for early investors. The article also criticizes Wall Street for overlooking this potential and continuing to invest in overvalued tech and blue-chip stocks. It advises readers to watch for a rise in silver prices and to invest in silver mining stocks when the price hits certain targets.

You’re watching Silver News Daily. Subscribe for more. I think we’re Gonna have a two to three year run with gold up to $5,000 and silver to a hundred. And if you value. If you do the math on the silver miners, there’s not that many. There’s 15 silver miners with market cap over $100 million. There’s not that many. 15 of those. 15. If you price them out at $100 silver, it’s pretty, pretty wonky, the upside potential of those. And Wall street is completely ignoring this store. Silver is about to explode, and almost no one on Wall street sees it coming.

While headlines are focused on tech stocks and rate cuts, a perfect storm is forming right under their noses. US Debt has been downgraded by all three major agencies. Physical silver is becoming harder to source. And silver miners, those few left standing, are staring down the barrel of a price reset that could send their valuations into the stratosphere. The price target, a jaw dropping $100 an ounce. And that’s not just some fantasy number pulled out of thin air. It’s rooted in the very cracks now showing in America’s financial foundation. Right now There are only 15 silver mining companies with a market cap over $100 million.

15. If silver hits triple digits, the upside potential on those miners becomes not just compelling, it becomes staggering. But the institutions, they’re asleep at the wheel. Wall street is still playing by rules, written before the global debt machine started breaking down. Which is why, if you’re watching this, you’re ahead of the curve. You’re seeing the setup for what it is. A financial earthquake in the making. So how did we get here? What’s really driving this $100 silver thesis? Stay with me. You’re about to see exactly why this coming surge could be the most explosive we’ve ever seen.

I wasn’t sure. It might have been Durant, but it didn’t impact the markets at all. Some people were saying that maybe it’ll affect them on Monday. The other two rating agencies already had them, you know, down one notch. So this was the third one. So now they’re all down a notch. So I don’t think the markets care. It’s like, so what? You join the crowd kind of thing. But I think this is strike one. So strike one we can kind of ignore. Strike two is when all three of them go down another notch. So we’ll wait for strike two, and I think that one will be impactful.

So as far as the rating agency, I. I think it is kind of an omen here that it happened because these, those other ones happened a long time ago. One of them happened, I forget, years ago. So it’s kind of an omen that the third one happened here because this is a really crazy market since Trump came into office and put these, Trump put these tariffs in place and I don’t see how the tariffs help, especially in the near term. So we had an economy that hasn’t had a recession since 2009 that’s been manipulated since 2009 with low rates and injection of liquidity to prevent a recession.

So it’s like the market has been held up. If you have manipulated and it still is, and Wall street, it just has this optimism that the Fed and the US treasury can, can handle any glitches or any downturns. We’ll just, it’ll. So everything’s been these V shaped recoveries because everybody’s like, we don’t have to worry about a recession. Everything’s fine. We have the masters of the universe controlling this economy. We have this US exceptionalism. The US is 25% of global GDP. The US consumer, I just heard this this week, kind of blew my mind. The US consumers, 18% of global GDP and the US consumers broke.

What can break here? And then Trump’s raising tariffs. So tariffs. Before Trump came into office, the average tariff coming into the US was 2.5%. So basically we had an open market for everybody. And Trump is going to raise that somewhere between 10 and 15% is my guess, because I think he’s going to have like, because he’s going to have, I think, a 10% minimum on just about every country. And then China is not going to get a. He said that his minimum is 30 for China. In China, we import about 20% of our goods. So 30% there.

So I think it’s going to be around 12% is my guess. So we’re going to go from two and a half to, let’s say 12 as a best case, right into a slowing economy, into a deficit. When Fitch, Moody’s and S and P all agree that US Debt is no longer aaa, that’s not just a red flag, it’s a blaring siren. For decades, U.S. treasuries were seen as the safest asset on earth, the gold standard of global finance. But that era is over. And while the first downgrade might feel like a slap on the wrist, what we’re looking at now is strike one in a dangerous game.

It’s not just symbolic. These downgrades are shaking the core of the system. Because Treasuries aren’t just investments, they’re collateral. They’re the foundation of global credit. And when that foundation starts to crack, investors don’t wait around, they flee to safety. And right now, that flight is heading toward hard assets, not government IOUs. Wall street wants to pretend it’s business as usual, but behind the scenes, the trust is evaporating. If another round of downgrades happens, and it will, if nothing changes, that’s strike two and strike three. That’s when the system begins to seize. Suddenly, the world’s most reliable borrower becomes a risk.

And when confidence in the borrower collapses, the currency that borrower prints, the dollar, goes with it. In that scenario, silver doesn’t just rise because it’s shiny, it becomes a shield. A shield against broken promises, mounting deficits and the slow motion train wreck of fiscal irresponsibility. The downgrades are only the beginning. The true fallout that’s still ahead. Budget deficit of $2 trillion. And it looks like that Trump is going to continue with the Biden’s fiscal dominance strategy. He’s not talking about cutting the deficit at all. And the Republicans in his budget bill a little upset with him because he’s not trying to raise taxes or cut spending.

So that means that the budget, budget is going to be remain elevated, severely elevated. We’re talking about 1.8 trillion-plus. And that’s not going to go down anytime soon, especially not this year according to this tax bill. And the budget I don’t think is going to be, you know, any better. And so, so we, so he’s going to try to use this fiscal dominance to kind of keep the liquidity going in the economy, to keep everything going. And then people are anticipating that the Fed’s going to lower rates at some point. Now it looks like they’re probably not going to lower them in June.

So we have July, August, September somewhere in there. He’s going to lower them. And you know, if the economy straight it, I always said that Powell, as long as the stock market is strong, he’s not really going to cut rates quickly. He’s like he’s going to use that economic strength as a, as you know, a reason to wait as long as he possibly can to cut rates. But he did cut them right before the election in September, which is really interesting. So I just think, one final thing I’ll let you ask a question is I actually think that the stock market can’t go much higher here.

We have a 21 PE, we have a slowing economy, we have tariffs coming in. It’s like, you know, where’s the strength? You know, which sectors are going to push this thing higher? And I just think it’s going to roll over here. So once we get below 5,500, as long as we’re above, I’ve said this, as long as the S and p is above 5,500, it’s, it’s, everybody’s happy. I, I call that the happy zone. It’s like everybody, you know, because we have the wealth effect. But if you go below 5,500, that’s the danger zone. I think we’re going to fall back into that danger zone in the next month.

I do. I think that this rally here is going to run out of steam and the Trump tariffs are all, are going to come back into the focus because Trump’s not take cutting his, like I said, the best case is 10%, 30%. And so you get back into that danger zone and I think that’s when things can crack and I’m expecting them to crack. Strike two is coming and it could be the moment the markets finally wake up. The first downgrade was ignored, brushed off as noise. But if all three agencies drop another notch, that changes everything.

We’re talking about a full scale collapse in credibility. US Treasuries are the core collateral for banks, pensions, insurers and governments across the globe. If the value of that collateral is questioned, the panic doesn’t start in headlines. It starts in the balance sheets of institutions that depend on stability. Liquidity dries up, margin calls erupt, and investors scramble for cover. But here’s the twist. This time, that cover might not be bonds. It might not even be cash. It could be gold and silver, the only assets without counterparty risk. Now imagine that in the middle of this unraveling, the US Continues on its current path.

Massive deficits, no plans for spending cuts, and an election cycle that guarantees more fiscal fireworks. That’s not stability, that’s a trigger. And when that next downgrade hits, the markets won’t be able to ignore it. The Fed can’t print trust. The treasury can’t legislate confidence. And that’s when capital starts to run, not walk into assets that can’t be devalued with a keystroke. That’s when silver breaks free. That’s when the $100 target goes from radical to realistic. Because strike two isn’t just a warning, it’s the fuse. And this is a combination of factors. And the combination for me is Triffin’s dilemma is Really a big reason here.

And most people, it’s one of those kind of these concepts, connect the dots kind of concept. Most people say, well, Triffin’s Dilemma has been around since the 1960s, Don. It’s never happened. Well, Triffin’s Dilemma is like when you have a slow cancer that just takes long time to finally get you, if you will. It takes a really long, extended period of time before, you know, basically the host takes over the body kind of thing. And so Triffin’s Dilemma has been a steady negative impact on the US Economy. So what Trip’s Dilemma says is that since we are the global reserve currency, that gives us an upper hand on all on a competitive currency because we have an unusual demand that they don’t have.

So our currency is going to be stronger than yours. And since our currency is going to be stronger than yours, you’re going to have an advantage over us on making stuff because your labor costs are going to be lower than ours. And eventually that’s going to, he said this in the 60s and it’s all played out. And eventually what’s going to happen is your standard of living is going to go down and your debt’s going to go up and eventually you’re going to have a problem where you can no longer have the reserve currency. In other words, he said, it’s a self fulfilling prosperity.

It’s kind of a negative feedback loop that if you try to be the reserve currency, it’s just going to eventually bite you. And, and that’s kind of what’s where we’re at today. And so, you know, we have to give the rest of the world dollars. And, and when they have that demand for them, it creates this upward pressure on the dollar. And now we’re seeing it. And, and it’s like, how do we, that’s why Trump wants to get a lower dollar. It’s the only way that you can make stuff and make a profit kind of thing.

And it’s really difficult when you have a really strong currency. How do you compete? And so Triffin’s dilemma is weakening the US Economy. So the middle class and the lower class, we’re seeing stress that families haven’t had since the 1970s because of inflation, where the average family doesn’t have any savings. And every month they have to decide what they’re going to spend their money on, their budget, in other words, their discretionary spending is limited and it’s not going to improve anytime soon. So you’re, so what we’re seeing is we’re seeing stress on the system and so that our economy is 70% consumer spending.

And so if that’s where the stress is coming, then the foundation of the US economy or the found. Yeah, the foundation of bonds in the dollar is the US economy. And if the US economy is weakening, you’re not going to hold dollars or bonds. The only reason you’re going to hold them is because they’re strong. And so, in other words, if you sell a product to the United States and you get dollars back and then those dollars devalue. Everyone talks about the US consumer as the engine of global growth. But what happens when that engine runs out of fuel? Here’s the reality.

The American consumer now makes up 18% of global GDP. That’s nearly a fifth of the entire world economy, propped up by a population drowning in debt, burning through savings, and barely staying afloat in a sea of inflation. Credit card delinquencies are rising, student loan repayments are back, and real wages are getting crushed. Yet we’re told everything’s fine, that spending will keep going, that the American shopper can carry the world on their shoulders. But that illusion is crumbling fast. If the US consumer falters, and all signs say they already are, that’s not just a domestic issue, it’s a global reckoning.

The same system that relies on endless consumption suddenly faces a demand vacuum. Businesses cut back, revenues fall, taxes drop. And what’s the government’s solution? More debt, more liquidity, more stimulus. But that only fuels the fire, because at some point, the world stops believing the US can pay the bill. And when that moment arrives, investors will no longer look to the dollar for safety. They’ll look to hard assets. That’s where silver enters the picture. Not just as a hedge, but as a rescue raft for capital that no longer trusts the system. A broken consumer doesn’t just signal recession, it signals the end of the game.

And that’s when silver becomes more than just a metal. It becomes money again. It’s the fuse. You’re losing money. It’s like, what are you giving these dollars for? So what they’re doing, the Chinese is they’re taking those dollars and then they’re buying our assets and, and Trump strike, trying to figure out a way so they can’t buy our assets. Like I don’t, we don’t want these stinking dollars. Like I said, they’re, they’re their treasury bills. Was it one one trillion now to 700 plus billion. They’ve been taking that money and put it back into the US stock market and Buying our assets or buying farmland, taking our worthless dollars and reinvesting them.

And it’s giving them an advantage. But so while their cities. China has these unbelievable new cities that popped up over the last 10 years. It’s kind of amazing they’ve been investing where the us Our infrastructure, our airports, our transit systems, nothing, right? Roads are falling apart, the US is falling apart, and China’s like this new shining city on the hill kind of thing. So we’re losing the gap, we’re losing the battle. And so. And that’s impacting the bond market. Everybody can see this steady decline. If you look at, I mean, obviously open up your eyes to see it.

The middle class is slowly being drained. And if you go to, if you’re in college now and you graduate, you’re so far behind the eight ball you probably have now, we charge people to go to college and you get out of college, you have eighty thousand, a hundred thousand, one hundred twenty thousand dollars in debt, debt size, a debt payment, and then a house cost $350,000. And it’s really expensive to have children today. You’re just. It’s like a. What happened to America? The American dream has kind of gotten kind of rug pulled and it’s not improving, it’s getting worse.

And so, so this, this whole trilemma is, it’s playing out before our eyes. And then when you tie that in with the Bon Mises bubble, which is another one that everybody said is total bs, but it’s, it has, because Von Mises bubble doesn’t have. It’s just like the driven dilemma. They don’t have dates on them. You don’t know when, when you hit the wall. So Von mises, in the 50s, he wrote a paper and he said that if a government uses debt to stimulate the economy, that’s a bubble that has to be paid back in either two ways.

One, you, you grow the economy, or two, you pay the debt back and it’s really. But through the growth, you pay the debt back as well. And so if you don’t grow and pay back the debt, then the only other option is the bubble pops, which is somehow you’re going to have some type of a financial crisis. So finances basically said you’re either going to have a financial crisis or you pay back the debt. That’s kind of sums it up. And guess what? We never paid back the debt. And so Bon Mises said, look out, look out, people.

Mmt. So the other thing about the Bon Mises bubble is he said there’s no Free lunch. A government just can’t print money. You can’t print prosperity, you can’t print gdp. He tried to tell us this, and then the Japanese said, oh, we don’t believe that Bon Mises bs. We’re going to print prosperity. We’re going to print this debt and it’s going to create prosperity for us. Right? That’s what the Japanese did in the 90s. And the US said, just as the American consumer begins to break, another wave is about to hit the economy. Tariffs. And not the minor adjustments of the past.

We’re talking about a full scale return to economic warfare. Before Trump took office, average tariffs into the US were just 2.5%. But with his expected return, that number could skyrocket to 10, even 15% across the board, with China facing rates as high as 30%. That’s not protectionism, that’s an inflation bomb, because nearly 20% of US imports come from China. And when those costs jump, they’re not absorbed, they’re passed on to the consumer. Now, imagine this happening in an already slowing economy. Prices rise, demand drops, but deficits, they stay sky high. This isn’t just bad policy, it’s economic sabotage.

And yet Wall street still doesn’t get it. They think tariffs are just bluster, Another headline to shrug off. But the last time tariffs were weaponized on this scale, markets crumbled. This time, they’ll do more than that. They’ll expose the fragility of a system built on cheap goods, cheap debt, and blind optimism. And here’s where silver comes into play. Rising tariffs create uncertainty, feed inflation, and erode trust in fiat currencies. Investors looking to escape the fallout won’t run to tech stocks or treasuries. They’ll seek real assets. And silver, with its dual role as both industrial metal and monetary refuge, becomes the prime target as supply chains choke and inflation takes another leg higher.

Silver won’t just rise, it could rip. Because tariffs won’t just reshape trade, they’ll reshape everything we thought we knew about value. Well, they did it. We’re going to do it, too. But it’s like your parents always told you, you know, it doesn’t matter what Johnny did. It matters what you do. Don’t you know, I don’t care. It’s not right just because Johnny did it right. So the Japanese said, oh, we don’t need. We can have as much debt as we want. You know, they invented mmt and then we gave it the name. And so that’s where we are today.

That’s the reason why the bond market, to answer your question, that’s the reason why the bond market is becoming fragile. That’s the reason why we’re at 10 years at 4, 4. And everybody thought it was going to go down. Sub 4 in the bond market. The bond vigilantes are saying, well sub 4 with tariffs probably doesn’t work for us. You have a combination of risk and the combination of possible inflation and we’re not going to give you 4% on the 10 year. And so besides, oh, I can’t get the 10 year below 4%. What do I do? And so, you know, it’s going to be interesting.

So the bond market is the, you know, this is something that everybody, you know, that kind of studies macro knows is the bond market is much more important than the stock market. And even Trump, you know, remember when the stock market was going down, everybody said the Trump, he can’t do these tariffs. It’s going to hurt the stock market. It’s going to hurt the stock market. And Trump said over and over again, I don’t care about the stock market. He says we’re going to help Main street this time. Meaning that mainstream doesn’t own all the stock market.

It’s the 1% crowd that owns the stock market. And he basically implied I don’t care about stocks, but he cares about the bond market. In fact, the reason why he’s using tariffs and tariffs as a tax is because he’s got to make the bond market stable. Without the bond market, the US is dust because we literally depend on the bond market to, you know, to pay our bills, if you will, $2 trillion deficit. We’re literally living on debt, living on credit. The US government is the problem is, is that starting around 2007, eight, I think he actually lower starting around 2002 when we had that last recession after nine, 11, we started expanding debt at a much faster rate than GDP.

That is when the problem started in a big way. The US economy actually peaked in 1999. I mean if you go from 1945 to 1999, there’s a definitive, in my opinion, there’s a definitive line in the sand. In 1999, 2000 when the dot com bubble popped, that was the peak of the US economic hegemony. We balanced the budget in 98, 99. We were in great shape. We had no inflation, we had debt under control. We were the masters of the universe. Absolutely. And then the dot com bub popped and from then till now, so for the last 25 years, the US has been on this downward spiral.

I call it basically a train wreck you can’t, you can’t prevent. It’s just a matter of when the train gets to that corner, it’s heading to the corner, it’s just. And you can’t go around that bend. It’s just a matter of how far down the, how far down the track it is before we hit that corner. While tariffs threaten to choke trade, Washington has another trick up its sleeve. Fiscal dominance. It’s a strategy built not on responsibility, but on desperation. With budget deficits soaring past $2 trillion and no political will to cut spending or raise taxes, the government’s only option is to flood the system with liquidity.

That’s fiscal dominance in action, using endless borrowing and low interest rates to paper over a broken economy. But here’s the this isn’t a sustainable strategy. It’s a ticking time bomb. The Fed knows it. That’s why they’ve been dragging their feet on rate cuts, waiting for just the right crisis. But markets aren’t patient. Investors are already pricing in cuts later this year, not because the economy is strong, but because it’s weakening faster than anyone wants to admit. And as soon as those cuts come, the message will be clear. Inflation doesn’t matter anymore. Growth at any cost is back.

That signal alone could be enough to light a fire under silver. Because unlike tech stocks or bonds, silver doesn’t rely on artificial stimulus to maintain its value. In fact, it thrives when the system resorts to life support. And that’s exactly what we’re seeing. A central bank pinned between inflation and recession, a government hooked on deficit spending, and a market lulled into a false sense of stability. When that illusion shatters, silver won’t wait for permission. It’ll move. And once it starts, the speed could be shocking. 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. Global exceptionalism and US hegemony and the fact that the US has the strongest economy and 25% of GDP has basically blinded people to kind of what’s coming. For me, it’s clear as day. I’ve actually been studying the future for 35 years. I actually knew this was coming because of all of my research. I study esoteric information which the average person doesn’t study. Um, it’s, it’s kind of odd. I mean, the sources that I have, nobody in finance has, if you will, the esoteric sources that I have access to is kind of mind blowing because most people just, they stay away from that type of, of stuff.

But what I’ve found, I found a lot of correlating data from, from diverse sources that all basically pointed to the end of the U.S. era. And it started for me in 1989. And I found a lot of information in the early 90s from like 1990-95, a lot of correlating data that said that the US, the US era was ending. And I first found this source in 1989. And I kept finding correlating data, kept correlating it and saying it over and over and over again. And so I, I’m like at least 90% certain, if you will, that the US is pretty much, there’s no way it can fix its economic problems here.

There’s only one path forward. I, I wrote a book, by the way, it’s on Amazon that talks about all my research. I put it all in one book called the Path Forward. That book will explain exactly what I think is going to come here in the next five, ten years. And, and so gold is basically. And gold and silver are like, they’re the winner here. I also think bitcoin is going to do extremely well, but they’re the winner here because U.S. economy, like I said, is heading for a train wreck. And once it falls off the tracks, if you will, it’s like a Humpty Dumpty scenario.

Humpty Dumpty right now is on the wall just barely hanging on, and it’s going to fall off and crack and smash into a thousand pieces. And there’s been no way to put it back together again. So the next three years, this is this, this bull market in the miners that’s coming. We haven’t had it since. It’s. The Last one was 2002 to 2011, which is nine years long. This one’s going to be about nine years long as well. I, I believe it started in 2019. For gold. January in December 2019 is kind of when it started for, for gold.

Gold, I think it’s going to go to 28, another nine years, nine year cycle. So we’re just, just really starting. But the, it’s just starting now. And so gold and silver and the miners are really going to be the big beneficiaries here once the US economy goes into recession. Now, I don’t think that once this recession begins that the Fed can, can save us. This, the Fed, the Treasury and Trump can save us. In other words, Wall Street’s arrogance has always been its blind spot. While investors chase momentum in AI and mega cap stocks, they’re missing the biggest asymmetrical play of this decade.

Silver. And it’s not just about the metal, it’s about the miners, the shortages, the supply, demand disconnect that’s hiding in plain sight. Of the thousands of companies on global exchanges, only 15 silver miners have a market cap over $100 million. That’s it. In an industry this small, it wouldn’t take much capital to light a fire under the entire sector. Yet the institutions, they’re asleep. This isn’t a case of they know, but they’re waiting. They genuinely don’t see it. Silver has no analysts on cnbc, no dedicated ETF flows like gold, no billionaire fund managers pumping it on stage.

But that silence, that’s the opportunity. Because when silver finally breaks through, when the price starts closing in on 35, the floodgates will open. Institutions will scramble to get exposure. Retail investors will pile in late, and by then the smart money will already be positioned. It’s the same story every time. Gold makes the headlines, silver makes the moves. But this time it’s different. This time the disconnect between price and reality is so vast, so blatant, that the snapback won’t be gradual, it’ll be violent. The analysts won’t understand it, the models won’t predict it. But those who’ve been watching, those who’ve studied the supply chain, the fiscal spiral and the physical markets, they’ll know silver’s breakout won’t be a trend, it’ll be a reckoning.

I don’t think this is going to be a normal business cycle. And I think people are starting to feel it. I’ve known this for years and years and years. And now more and more people are starting to, to feel it, that we’re screwed here. There’s, we let, we let the debt get too big and now there’s no easy answers. And so, you know, people are talk. For instance, people Are talking more today about a reset. Well, a reset is, is that, that’s kind of an end game type of scenario. And you’re seeing more and more people talk about reset because we can’t, because the bond market is not no longer tenable.

I, I saw a quote from Dalio today and I was like, did he really say that? I didn’t check to see it. I mean, he, he, he said something to that effect that things are going to get pretty wonky really quick here, people, because if these, if this stuff spins out of control, it’s like kind of a Katie bar the door scenario. And so, I mean, I, I talked about, I’m kind of 9% certain, I’m very confident that this is how it’s going to play out, that we are going into a recession and we do go into recession.

There’s not going to be any easy answers here for the business cycle. For example, if you look at 2020, how much money they spent to get to avoid that recession, to avoid a recession in 2020, they spent a lot of money. I don’t know how many trillions of dollars it was, but it was more than 5 trillion. It was a lot of money. Some people said they spent, they printed like 40% of the entire money supply in like a year. But this time they can’t do that. So this time when we go into recession, the Fed, their hands are going to be tied to a certain extent.

They won’t be able to cut rates rapidly because if you cut rates rapidly, you’re going to create inflation. And, and if you print money rapidly, you’re going to create inflation. And if you create inflation above 5%, you literally are destroying the currency. So their hands are going to be tied here. What in the world do we do? And so I think what they’re going to do is they’re not going to print all that money and they’re not going to cut rates. They’re basically going to try to prevent a depression, if you will. And I think they’ll be successful at it.

I think we’re going to have a stagflationary recession, but they’re gonna, I think they’re gonna lose control around 27. My guess is 27 is when you’re gonna get this reset. In other words, they’re gonna 25 and 26. They’re gonna kind of try to keep it going, if you will. But once we get to 27, I, I think that’s when the wheels kind of come off, come off the, the train and they have to do a reset at that point. But the bad news is, is that the reset is, is, is not going to be good. It’s not going to work.

It’s not going to be good medicine. It’s actually, I, I hate to say, say this, but because I, I, I love America. I love the Constitution. We had this, I call it, you know, the American Experiment. We’re the only country that create. If there’s one thing Wall street fears more than inflation, it’s a physical shortage, because you can’t print your way out of it. And that’s exactly what’s unfolding in the silver market. Quietly, year after year, global silver demand has been outpacing supply. Industrial use is soaring, thanks to solar EVs and advanced tech. But mine production, it’s stagnant at best, declining at worst.

And now the cracks are showing. Premiums on physical silver are rising. Delivery times are stretching, and in some cases, inventory is vanishing altogether. The paper markets still pretend everything’s fine. But ask the refiners, the mints, the dealers, they’ll tell you the truth. Silver is tight, tighter than it’s been in over a decade. And when a market this small starts to feel a squeeze, the results aren’t subtle, they’re explosive. We’ve seen it before in 1980 and again in 2011. Both times a surge in physical demand collided with a fragile supply chain. Both times, silver spiked violently. Now imagine that same dynamic playing out today, but with far greater industrial demand, far less available supply, and a financial system more vulnerable than ever.

This isn’t about speculation anymore. It’s about logistics. If investors lose confidence in the paper silver market, if they demand delivery en masse, the illusion breaks. Prices won’t just rise, they’ll rip. Because in a world drowning in fiat, physical silver is becoming something rare. A finite truth and an infinite lie created a Bill of Rights where the people’s rights came first, not the government’s rights. We came first. You cannot take away our sovereign rights. We’re the only country that has that. Which is, was a beautiful thing, but we’ve reached a point now where there’s not enough people that kind of believe in the Constitution.

So the Constitution is kind of, it’s kind of on fire right now, and it was kind of getting burned up. And, and so now you know what, what’s next? And I believe you kind of need to get on board of the fact that we have to create something new. We have to pivot into something new. We can’t, we can’t look back. We have to look forward so you can look back. And we say, we look back in the Constitution and say we’re going to hold on to that and we’re going to make that work. But that’s not, that’s, that’s not going to be the path forward.

You’re, we’re going to have to reinvent ourselves. And so this is like, this is the shift point right here. 2016 is when Trump got elected. That’s when it kind of began. And then we had Covid in 2020. I thought 24, I thought this four year cycle, I thought that 24 was going to be another big economic move, but it wasn’t. It’s like the can got kicked down the road. So now it looks like 25 is going to be the year when the economic changes come. But I think that everything that I’ve said here, I think resonates with a lot of people that things have gotten to the point now where there’s kind of no way out of this and we have to reinvent ourselves and how are we going to do that? And the way we’re going to do that is we’re going to look forward.

And it’s, I’m very optimistic about that. I don’t think it’s going to be violent at all. I really don’t because I think what’s going to happen is people are going to group together in regions and, and so they’re not going to fight each other, just they’re going to group together. So you’ll go where your people are at. That’s the way I see it. And there’s going to be people that basically show, show the way forward, if you will. So I’m optimistic in that regard. But the miners, I think that all we’re going to have here is, you know, 10 to 20% correction in the miners.

I don’t think we’re going to do worse than 20%, especially in equality names. And that 10 to 20% is going to be short lived. And then I think we’re going to have a two to three year run with gold up to $5,000 and silver to 100. And if you do the math on the silver miners, there’s not that many. There’s 15 silver miners with market cap over $100 million. There’s not that many. 15 of those, 15 if you price them out at a hundred dollar silver, it’s pretty, pretty wonky. The upside potential of those and most.

And Wall Street’s completely ignoring this story. Wall street is, you know, they like they don’t want, they don’t want anything to do with, you know, these silver miners at all. I mean, look at Heckland core right now, how cheap they are. Nobody wants to touch them. And so that will all change once the fear trade comes in. And these miners are going to do things that are kind of, you know, very wonky kind of thing. We’re going to see stocks go up 50% in a single week. That’s my expectation. And it’s like, so we’ll see stocks, I mean, going up, you know, 20% a week, week after week after week, that type of outcome.

We’re, we’re very close to the finish line here. And here’s where the real leverage lies. Silver miners. When silver moves, these stocks don’t just rise, they multiply. In passable markets, miners saw gains of 300%, 500% even as silver surged. Why? Because their profits are tied not just to production, but to the price of the metal. And when that price jumps from $25 to $100, their margins explode. But here’s the kicker. There are only 15 silver mining companies globally with market caps over 100 million by 15. That’s not a sector, that’s a tightrope. And once investors rush in, there’s nowhere else for the capital to go.

This is what Wall street doesn’t get. They’re still chasing overvalued tech and pretending there’s safety in blue chips. But when silver starts to run, when the physical shortage turns into a panic and the dollar starts to crack, the miners will be the launch pad. Right now, they’re cheap, unloved, under owned. But that’s exactly what makes them so dangerous. In a good way. Because when silver breaks past $35, then $50, those same miners could start doubling in weeks. And if silver hits 1, $100, we’re looking at generational wealth creation for those positioned early. This isn’t about hype, it’s about math.

The revenue models for these miners at $100 silver are beyond what Wall street is pricing in. And because the sector is so small, even a modest influx of capital will have an outsized impact. The institutions won’t be nimble enough to catch it. But you might, because this isn’t just a bet on silver. It’s, it’s a bet on the mispricing of an entire sector that’s about to be revalued in real time initial place to take profit. I mean, like if you want to sell half, half of your Pan American silver, I wouldn’t sell half until 65. I, I just think 50 is too soon.

But I’m going to take profits from 80 to 100. 80 to 100, especially in Mexico. And I’ll probably take some profits at 65. I’m overweight in Mexico because Mexico has a lot of silver miners. So 65, 75, 85, those, those I will be taking profits. And then once we get to $100 silver, I’ll probably, who knows, might be all completely out of my silver miners. I’ll probably be leaving early because we might go125,150 on silver. But I think a hundred dollar silver and $55,000 gold are really legit targets. And people that are poo pooing, those targets are I think missing, missing this trade and Wall Street’s missing this trade.

And everybody’s going to be jumping on board at 37, $38 silver. Everybody’s, I mean there, everybody’s gonna become running in. So the tell, the tell here for the gold silver miner bull market is silver. The reason why the hui is still trapped in its channel. It’s been in this, this channel since 2013. We’re at the top of the channel today at 365. We’ve been at three. We’ve hit 365. Like we hit it in 2020, we hit it again. We’ve hit it like three times. But we’re in this site, this channel and the reason why we’re stuck in this channel is because of silver.

Because most gold miners, they also mine silver and they’re not making as much margin on silver. And so silver’s the tell. And so once silver gets above 35, we’re going to break out of that channel in a big way. We’re going be off to the races. So that’s the big number. So the two big numbers is not gold. You can kind of ignore gold. You want to watch the $35 level for silver and the, and the S and P, you want the S and P below 5,000. So I’ve been telling people on Twitter if you want to buy, you know, jump in like silver producers, you want to wait, you don’t want to buy them today.

You the quality name now the stock is a 20 bagger. You can buy them anytime. But these quality producers, you don’t want to get kind of rug pulled because if you buy them today it’s probably going to go down 10 to 20%. So I’ve been saying wait until four 800s and P. But the correlator corollary to that is the silver price. So if silver goes above 35 before the S&P goes to 4800, then you buy. So you either buy a $35 silver or 4800, because once it gets above 35, it could rip to 45. You’re going to be too late.

It gets above 35, you got to. If you’re waiting, you’re on the sideline. Gets about 35, you got to get in. But my anticipation here is when we get to $4,500 s and P or 4,800, I think that silver is going to be down at 3029, and you’re going to be buying a big discount from here. Everything we’ve discussed, the downgrades, the tariffs, the consumer collapse, the fiscal madness, the physical shortages, the forgotten miners, it all points to one unavoidable truth. Silver isn’t going to $100 because of hype. It’s going there because the system is breaking.

The financial pillars that held the post 2008 world together are crumbling. And in their place, real assets are reasserting their value. Silver isn’t just a metal anymore. It’s becoming a necessity. A necessity for industries, for investors, and for nations looking to escape the gravitational pull of a dying fiat empire. Wall street won’t see it until it’s already happening. The media won’t cover it until the price is screaming. But by then, the smart money will be long gone, positioned in physical, in minors, in anything that can’t be printed into oblivion. And when silver crosses $50, the panic will begin.

At $75, the scramble for exposure will be deafening. And at $100, that’s not the top. It’s the confirmation. The confirmation that the age of silver has arrived. If you’re watching this, don’t underestimate what’s coming. Understand it, prepare for it. And if you want to stay ahead of the biggest monetary shift of our generation, make sure to subscribe. This is not financial advice. Always speak to a licensed professional before making any financial decisions. SA.
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