Ian Everard just said the quiet part out loud.
Price targets are the wrong question.
AVAILABILITY is the question. “The real mover is going to be silver when this finally breaks. Just compare it to anything. It is irrationally undervalued.” He is not waiting for Michael Oliver or David Hunter to nail a number.
He thinks stackers who sit around for $200 or $1,000 silver are assuming the shop will still be open. “When demand does increase, it wont be a matter of Okay, its time to buy silver. There wont be any to buy. As far as a retail investor, its going to become extinct.” Read that again. EXTINCT. Ian’s point is brutal. Family offices and sovereigns get there first. China already sits on huge stockpiles. Russia too. All the silver ever mined above ground is a rounding error next to the Treasuries China holds.
Tokenization. Clarity Act. Fully digital accounts. You dont spend what you want, when you want, how you want.
Ian bought 144 panels himself. He calls industrial demand a one way drain. “You’ll ring up. You’ll go online and there wont be anything to buy.” Silver’s deficit is the whole interview. Not a cute year end target.
A warning that the bid arrives after the inventory is gone. STACK WHILE THERE IS STILL METAL ON THE TABLE.
AVAILABILITY is the question. “The real mover is going to be silver when this finally breaks. Just compare it to anything. It is irrationally undervalued.” He is not waiting for Michael Oliver or David Hunter to nail a number.
He thinks stackers who sit around for $200 or $1,000 silver are assuming the shop will still be open. “When demand does increase, it wont be a matter of Okay, its time to buy silver. There wont be any to buy. As far as a retail investor, its going to become extinct.” Read that again. EXTINCT. Ian’s point is brutal. Family offices and sovereigns get there first. China already sits on huge stockpiles. Russia too. All the silver ever mined above ground is a rounding error next to the Treasuries China holds.
If Beijing swapped paper claims for metal, retail would be staring at empty shelves.
“Gold is a distraction compared to silver.” Yes he still respects gold. He just thinks silver is the metal that vanishes first when the public finally wants out of counterparty risk.Tokenization. Clarity Act. Fully digital accounts. You dont spend what you want, when you want, how you want.
Physical is the exit.
Solar keeps eating ounces. China and India are not slowing that buildout.Ian bought 144 panels himself. He calls industrial demand a one way drain. “You’ll ring up. You’ll go online and there wont be anything to buy.” Silver’s deficit is the whole interview. Not a cute year end target.
A warning that the bid arrives after the inventory is gone. STACK WHILE THERE IS STILL METAL ON THE TABLE.
