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Silver: Ignoring Gravity
Explosive demand from AI-driven data centers and the solar sector is creating a bit of a physical scramble for the metal, and speculation has jumped on that. This will continue to be the overall thesis for the time being. Silver climbed again during the trading session, right around 5% as I record this, and we are sitting just above the 80 level. This is a very dangerous market. However, the one nice thing about this market is that silver is so bullish at the moment that there's simply no way to think about silver other than in terms of bullishness or buying on the dips. Shorting this market is completely impossible. ... (full story)