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Dennisito's avatar

The timing of the final, sustained silver breakout above the $35 resistance seems relatively insignificant, despite the long frustrations of silver bugs. I'm looking at the dichotomy of gold's breakout versus silver as ...... buying silver now is like getting a hindsight-based buy of gold, a do-over of sorts. Gold was the "prove it" asset of the PM bull, while silver is still waiting there, with the door held open by the chauffer, for people who feel they missed the gold move since the $2000 price point to effectively turn back the hands of time to not only take a similar ride, but an even higher powered one. Who's with me?

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Jesse Colombo's avatar

Well said - I'm with you on that. Gold's powerful bull market of the past year is a major reason why I amped up my bullishness on silver, knowing that silver typically follows gold with a bit of a lag. That's what happened in the 1970s bull market as well.

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Rook To King's avatar

Hi Jesse,

Seeking your opinion on the following theory. I believe there will be a significant pullback in gold and silver prices as we enter the initial deflationary phase of this next recession. Then at some point the FED will announce another bazooka QE, after which gold & silver prices will skyrocket, similar to what happened during the 2007 GFC. During the initial deflationary phase of the 2007 GFC silver lost approx 50% of its value, gold/silver prices bottomed in Oct 2008 and then began to rally, and approx 30 days later on November 25, 2008 QE was announced (links to charts below). Do you believe there will be a similar gold/silver price pullback this time, and if so, what are some of the ways investors might discern where the bottom (buy point) is, or should we just wait for the QE announcement as a confirmation to buy?

<img src="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82324d32-634e-48d1-a1ac-d92d5ab637fe_1062x886.png" />

<img src="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbabd23bf-0158-435e-9f32-d7fab1404366_1862x863.png" />

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Jesse Colombo's avatar

I remember what happened in 2008 and watched it in real time.

I know many people are shell-shocked from that, but I have very nuanced thoughts on it.

Basically, by 2008, both gold and silver were already 7 years into a bull market.

They were red-hot and probably got a little bit ahead of themselves, so they took it on the chin during the deflationary wave in late-'08.

But this time around, they're have been downtrodden for years and are quite undervalued (particularly silver). It's not like silver has been booming for years.

Also, I need to point out that gold and silver thrived in the early-2000s when the dot-com bubble burst and I view that as the closest parallel to what I foresee as the current tech stock bubble unravels.

Check out this chart I made that shows what happened back then:

https://x.com/TheBubbleBubble/status/1887565054914244940

I'm going to write a piece about this matter soon because many people have been asking me. Thanks for reminding me.

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Rook To King's avatar

Thanks very much for your insight regarding this Jesse!

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Jesse Colombo's avatar

My pleasure :)

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D Bergy's avatar

A whole lot of retail silver is now off the dealers inventory and in strong hands. I don’t see a failure. They couldn’t push silver below $34.00 despite their efforts to do so.

I never accomplished anything sitting on my hands.

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Jesse Colombo's avatar

Yes, that's an excellent way of looking at it!

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M C's avatar

The sec say that its not manipulation...its only...Tamping....

Whats the...Oposit...?

The only thing, that can kill Dracula...is...a..SILVER stake...!!

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Jesse Colombo's avatar

I know, right? haha

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AIJT-Hizakurige's avatar

It has been a truly exciting week!

I believe it is a significant achievement to have provided an opportunity for those who were previously unaware of the silver situation to gain that awareness.

To be honest, I had felt that an extreme surge in a single day would not be preferable.

If silver were to skyrocket as it did after October 18 last year, I believe they would desperately attempt to drive the price down, ultimately leading to a failed breakout.

On the other hand, a gradual but steady rise, as we have seen this year, may be far more challenging for them.

This is because they would have to constantly engage in efforts to suppress the price more than ever before.

Under such circumstances, silver has now settled around $34, which seems to be establishing itself as the norm.

It seems increasingly evident that price manipulation is becoming more difficult for them.

With more people becoming aware of the silver situation, I believe it’s only a matter of time before they find themselves overwhelmed and in despair.

Thank you as always for your wonderful insights, Jessie!

I look forward to continuing to enjoy your reports.

I’m also eagerly anticipating your next exposé on the alternative methods the bullion banks use to manipulate silver!

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Jesse Colombo's avatar

Yes, that's a great way of looking at it and I agree.

Even if it takes a slow and steady rise to break free rather than a one-day surge, I consider that a win. Whatever it takes to get there!

And thank you - more to come :)

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Tom Oconnor's avatar

I bought 84.30 ounces of silver , my brother and a few friends bought on their own as well. We buy often though anyway .

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Jesse Colombo's avatar

Wonderful! Thanks for participating.

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Geoff Keall's avatar

I bought on Wednesday so a bit early to help the cause. Next time.

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Jesse Colombo's avatar

Hey, that's great as well! Demand is demand.

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Geoff Keall's avatar

Enjoying your analysis to date. Do you have any analysis relevant to Australian markets or maybe a service here that is competent? What is the paid service you offer and do you have a web link?

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Stephen's avatar

There has to be a pun hiding whenever silver and reflections are together.

The price smashers are just extending the sale. 👍

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Jesse Colombo's avatar

Good one! 😂

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