Platinum Gold ratio monthly - Chart LinkThis
wedge on the Platinum to Gold ratio I showed back in May it's
broken out but man notice how it's still not very far off the
lows!
Commodities: Platinum is up an incredible +179%!!
Silver is up +174% Gold is up 72.7%, Palladium up
+110.5%, All part of Matt's Macro Vision Swing plays
The big news everyone is focused on is the move in these metals,
especially Silver! First off Platinum is up an amazing +
49% in December, and
Silver is up +40.3%!!! Folks, these moves are NOT normal!
Shows you that something is severely out of whack. It's
actually frightening to me longer term. The move in Silver
and a lot of other metals is being driven by unreal demand from the
Chinese market and silver has been trading at a huge premium in
China. Normally this 'arbitrage' would be quickly eased but it
hasn't been, so these are unprecedented times. This is being
further exacerbated by the typical 100:1 leverage in the futures
market to actual holdings. The demand for silver is so strong
that many firms in China have tried to take delivery of physical
silver from futures contracts and this has created an insane short
squeeze as the futures exchange does not have the amount of
physical silver to meet delivery demand!
Posted by mitchell on 28th of Dec 2025 at 09:28 pm
As I sold physical silver last wk (too early maybe) all the
dealers I spoke with said smelters are not running full capacity
b/c there's too much supply coming in so they were not eager to buy
silver at premium. Not sure what to make of that but if anyone has
insight your thoughts are appreciated...
good point. There was a Facebook post today on our City FB
page, asking if anyone knew of places willing to pay close to spot
prices for silver - the post commented that local dealers were only
willing to pay $15 to $20 lower than current prices - basically no
dealers were willing to pay anything close to current prices but
instead $15 to $20 lower
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Platinum/Gold Ratio
Posted by matt on 28th of Dec 2025 at 02:24 pm
Platinum Gold ratio monthly - Chart LinkThis wedge on the Platinum to Gold ratio I showed back in May it's broken out but man notice how it's still not very far off the lows!
Platinum Gold ratio monthly 50 year line chart - Chart Link
Commodities: Platinum is up an
Posted by matt on 28th of Dec 2025 at 04:30 pm
Commodities: Platinum is up an incredible +179%!! Silver is up +174% Gold is up 72.7%, Palladium up +110.5%, All part of Matt's Macro Vision Swing plays
The big news everyone is focused on is the move in these metals, especially Silver! First off Platinum is up an amazing + 49% in December, and Silver is up +40.3%!!! Folks, these moves are NOT normal! Shows you that something is severely out of whack. It's actually frightening to me longer term. The move in Silver and a lot of other metals is being driven by unreal demand from the Chinese market and silver has been trading at a huge premium in China. Normally this 'arbitrage' would be quickly eased but it hasn't been, so these are unprecedented times. This is being further exacerbated by the typical 100:1 leverage in the futures market to actual holdings. The demand for silver is so strong that many firms in China have tried to take delivery of physical silver from futures contracts and this has created an insane short squeeze as the futures exchange does not have the amount of physical silver to meet delivery demand!
As I sold physical silver
Posted by mitchell on 28th of Dec 2025 at 09:28 pm
As I sold physical silver last wk (too early maybe) all the dealers I spoke with said smelters are not running full capacity b/c there's too much supply coming in so they were not eager to buy silver at premium. Not sure what to make of that but if anyone has insight your thoughts are appreciated...
good point. There was a
Posted by matt on 28th of Dec 2025 at 10:13 pm
good point. There was a Facebook post today on our City FB page, asking if anyone knew of places willing to pay close to spot prices for silver - the post commented that local dealers were only willing to pay $15 to $20 lower than current prices - basically no dealers were willing to pay anything close to current prices but instead $15 to $20 lower