Dario earned the right to this comparison. He was among the loudest warning about the silver shortage in November and December, before the run to 120. Now the same dashboard is flashing for crude: “What the numbers are telling you is not very different from what they were telling me about silver in November and December. And actually you can see them escalating” (19:48).
His read on Washington’s sudden urgency: “This acceleration from Trump all of a sudden may only mean something that they told him, ‘Dude, you need to hurry up to get some oil in the market because we’re very close to the breaking point’” (20:08). Remember April 2020, when oil went NEGATIVE because Cushing was full to the brim? Dario’s point is that we’re staring at the exact inverse: Cushing near operational empty (26:59). His tally: roughly 1.3 billion barrels of supply lost in 100 days, and yet “$75 at the beginning of the war, $75 today… they just postponed the problem. The problem is about to start now” (25:34).
Silver stackers know how this movie ends when paper prices and physical reality disagree for too long. That’s the whole reason we had him on. Full episode below.
Just Dario from the Cigar Time Podcast joins the SilverTrade Insider to issue a STARK WARNING about global oil markets:
The man who called silver’s short squeeze from $50 to $120 sees the EXACT same setup developing in the oil market…
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