Silver had its worst day since 1980 last friday.
Down 30%+ in a single session making it one of the largest drops in 275 years of data.
→ AGQ forced to dump ~4B as it rebalanced
→ Options dealers short gamma, selling into the crash
→ CME hiked margins 47%, triggering liquidations everywhere
Everyone was positioned the same way. Liquidity vanished making the price fall hard. But the fundamentals are unchanged.
1. Solar demand still growing
2. China export restrictions started Jan 1
3. Supply deficit still 95M oz/year
In Shanghai, currently silver is selling off hard but holding ~$100. Meanwhile, the current price on China’s largest ecom platform is $160/oz whereas in the west it is trading at ~$83/oz.
I still believe this is a positioning.

Silver hit $121 yesterday.
Now it's at $98.
Nearly 20% down in 24 hours and I'm more bullish than ever.
Here's why🧵

YashasEdu

Twitter

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