gold news

 But these banks would do it in order to hold the price down. They're getting beat now. They're getting beat because of deliverability. That is what is different. And that is what is what I've been saying with you since 2020. It's different. And now it's accelerating. And you know, it's accelerating. And and I think that's the genius of what these countries have done. Most of us think, well, why wouldn't they just buy it all up? Because just like that, you would blow up the system. You're done. Cut off


your nose, spite your face, the whole system blows up. But instead, they slowly have have drained the system. [music] Recent activity in the precious metal market is highlighting a deep structural shift that goes far beyond ordinary short-term price fluctuations. Delivery data reveals that significant volumes of gold and silver are being withdrawn from exchanges right at the beginning of each month, continuing a trend that has been building steadily over several years. Andy Shexchman points out that the scale of capital


required for such massive physical accumulation places it squarely in the hands of sovereign actors, major financial institutions and large industrial consumers. These players are not reacting impulsively to market volatility. Instead, they are positioning themselves ahead of anticipated supply constraints, indicating that physical ownership has evolved into a strategic priority rather than a mere tactical trade. Shexman further explains that the current price swings are largely driven by market


mechanics, particularly repeated increases in margin requirements during periods of thin liquidity. These adjustments disproportionately affect leverage traders, forcing liquidations that temporarily push prices downward. Yet, these declines are rapidly absorbed by well- capitalized buyers operating entirely outside the margin system. Unlike previous cycles dominated by speculative demand, today's market is increasingly shaped by cash buyers taking direct delivery of physical metal. This divergence suggests that


while futures prices are being influenced by paper trading flows, the physical market is quietly tightening beneath the surface. What makes the present cycle fundamentally different according to Shexman is the behavior of institutions traditionally linked to price suppression. Rather than rolling paper contracts or relying solely on warehouse warrants, some of these entities are now actively transferring physical metal into their own accounts. This slow but persistent migration of supply reflects rising concern about


future availability and broader systemic risks. The process is unfolding in a controlled and deliberate manner, avoiding abrupt disruptions while steadily shrinking accessible inventories. In Shexchman's view, this calculated shift toward physical control signals a long-term realignment of the precious metals market, one that points towards sustained structural strength rather than a temporary speculative surge. Are you curious about investing in gold and silver, but feel held back by fear or confusion? [music] This ebook


is designed especially for new investors who want clarity, [music] not complexity. It breaks down gold and silver trading strategies in a simple, practical [music] way. No jargon, no hype. Why wait? Hurry up. Please visit [music] this link to get your copy today and use code WZCA Q9V for a huge discount. More than 1,000 people took the first step with this ebook. [music] And today, they're living proof that smart investing changes lives. Start investing fearlessly, wisely, and with a clear strategy. Now, let's turn to the


key clips from Andy's interview. >> Beware of the guy who says it's different, but it is. It is. Uh, in 1980, he had a couple of brothers who noticed the same thing, by the way, that you see here today. More contracts than bars in the warehouse. And so, they bought up all the contracts and stood for delivery. 2011, again, you saw a spike up to $50 for a brief second, and then it came crashing down because the fundamentals were very different. The United States was still the destination


for safe haven inflows. Gold and silver were not yet recognized as critical like silver is now classified by the US government and gold was not being used at that point to usurp treasury treasury issuance or treasury holdings. We hadn't weaponized the treasury market yet. We hadn't done the things that has really coalesed the the bricks in the global south. Um, and when you look at it right now, it it's very different. You have sovereign nations that are accumulating this stuff under the guise of national security


um for all of their respective countries. Um, and I think that that's number one. um the the the environment right now where I would say gold and silver have been recognized by the people that matter to be far more valuable than the dollars and other currencies that are being used to purchase them. It's very different. Um and when you see deliveries back then no one stood for delivery. Nobody. I didn't start talking about deliveries until I did with you. You might have been the first one I talked about it with in very


early 2020, maybe even late 2019. It was somewhere in that neighborhood, but probably very very early 2020, like maybe even January, February, we started to notice it. But that's where it began to change where no one ever challenged the western system where you stand for delivery because you see something bigger. And you know, people say, well, why don't they just buy it all at once? This is the genius of what these countries have done is little where have I heard that before? little by little by


little by little. um they've been doing it strategically draining from all around the globe and it's now accelerating and now it's gotten the eye of this administration who says ah if we don't join in we're we're in very big trouble as far as the volatility you know back then in 2011 and I don't remember exactly how many times they did it but I would bet my life they raised margins considerably and let's talk about what that means cuz they've done it twice here in the last


two weeks. They being the CME group, Comx, they raised margins and the margin requirement prior to two weeks ago was like $21,000 would would allow you in your margin account just has to sit there in an account that would allow you to control 5,000 ounces of silver. Let's put silver at 60 bucks an ounce or whatever, 65 bucks an ounce back then just a few weeks ago. You know, you're talking an awful lot of silver at 5,000 ounces. You're talking over $300,000 worth of silver controlled with $21,000


in your margin account. You're talking a very high degree of leverage. And when the Comax comes in as the price is moving higher and raises margins, it's it's it's not about the safety of the market. It's a coordinated attack to blow out the leveraged longs. And what happens as the price goes higher, you get all of these traders, not the big boys and girls I'm going to get to in a minute, but a lot of sophisticated traders who think they're smarter than the market and don't have enough money


to play in that sandbox. So, they go in on leverage. They will go in on margin and they will purchase silver at a massive degree of leverage using their money within the margin account as collateral. Right? So, the CME group says, "No, we're going to raise margins." And they do it in thin holiday trading, you know, when like right around the day after Christmas when no one's paying attention and and like that. If you don't post that extra margin, they raise it by 30%. That was


the second margin increase by 30%. You don't post it, your your position's liquidated just like that. I don't know how much time they give you, but not much at all. And so you have to post that margin. And if not, you have to liquidate your positions. So, there are a lot of people that are selling positions. Maybe they have 20 or 30 trades on. They have to sell some of them just to come up with the extra cash to fund their margin account. And so, what it really is is coordinated pickpocketing. Hit subscribe and stay


one step ahead.


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