Gold and silver may benefit if yields ease a little further from their local high for a while longer. The FOMC meeting and minutes could be good for both. x.com 

Silver's supply shortfall should ultimately help drive its price higher. A commenter cites a projected 46.3 million-ounce deficit in 2026, the sixth consecutive annual shortfall. Supply should remain tight in coming months, though negative trading and fear of further losses are driving investors to sell for now. x.com  x.com 

Silver's 30% rally off its lows was likely the bulk of the move in this 20-week cycle, and metals should weaken as the dollar index rallies off its 80-day cycle low toward 100. Silver hit the $72 target and fell 6.8% in three hours. Cycles point to a 40-day low in early September, a bounce, then a 20-week low around October, with $48-49 the ideal fall target. September is the seasonal peak and October to mid-November is typically bearish; if the dollar regains 100, metals will struggle. x.com  … Show more

Gold and silver are setting up for a metals mania, with the bottom already put in back in July. Gold shows a bullish divergence and an engulfing candle poking into a real breakout, and markets will soon see a 25bps dovish hike as no different from holding rates. Silver has an inverse head-and-shoulders attempting a fresh breakout and is about to outpace the dollar for the first time since last year; the last such rotation saw silver surge 190%. The bear case is $80/oz. x.com  x.com 

Silver is the next leg of the falling-value-of-money trade and is about to rip, because its freely tradable market has become so thin that a handful of buyers can move it violently. Its borrowing cost spiked from under 1% to nearly 40% in a week. What thinned it isn't reversing: the US Treasury stockpile hit zero in 2002, photography demand has already shrunk, and byproduct mining can't respond. Against the money supply, gold is back to 42% of its 1980 level but silver only 11%. x.com 

Silver's predicted third sell-off is well advanced, and an AI-induced bust could drag it lower first, though there is a small chance it is near its last local low. Longer term, the falling wedge will likely resolve as an upside continuation pattern. @DonDurrett expects sub-$60 silver and sub-$4,000 gold as Chinese appetite fades, with the correction likely not over. x.com  x.com 

Capital is rotating out of AI capex into areas it starved for two years. Health care, airlines, defense and metals are where the market wants to be for the six weeks to the December 9 Fed meeting; gold and silver are bought on every dip. Risk is still being taken elsewhere: if S&P futures hold 7,700, the rotation carries the index; if they lose it, this was a correction in disguise. x.com 

Silver could surprise to the upside after losing over 50% of its value, precisely because everyone now agrees it will go lower. x.com 

Silver is setting up for a violent dump, nearer the end of its run than the beginning. After a 140%+ rise in 2026, with gold moving first and "silver is still cheap" everywhere, the setup echoes 2011, when silver ran from $18 to $49 and collapsed once leverage peaked and liquidity vanished. Real deficits and industrial demand attract more leverage rather than prevent a crash. In a thin, derivatives-driven market, crowded positioning can cascade into forced selling, though it may rise first. … Show more

Silver can stabilize around its previous cycle all-time high, but the long-term bull case is limited because its scarcity is nowhere near that of gold or bitcoin. x.com