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re: Silver Bugs thread: Silver up 12% for the week on Black Friday started the journey
Posted on 1/29/26 at 11:44 am to Tantal
Posted on 1/29/26 at 11:44 am to Tantal
quote:
Samsung is working on a solid state lithium battery for EVs that will require a kilogram of silver per battery.
C’mon, do people believe that? Everyone complains that EV batteries are already $20k and they only have a couple ounces of silver. In what scenario do people opt for the upgraded battery that requires 35oz of silver?
This post was edited on 1/29/26 at 11:45 am
Posted on 1/29/26 at 12:32 pm to TigerDeBaiter
I took some profits on PHYS (sold 12%) and PSLV (sold 40%) …. increasing cash position to prepare for dip buying
Posted on 1/29/26 at 2:20 pm to lsuconnman
quote:
In what scenario do people opt for the upgraded battery that requires 35oz of silver?
From what Samsung has said, I guess it would be people that want a 600-mile range from a 9-minute charge.
Posted on 1/29/26 at 6:53 pm to lsuconnman
quote:
C’mon, do people believe that?
Guess they just bought up an entire silver mine just for the hell of it then
Scottsdale Mint: Samsung Prepays Mine ( Silver Storm) For 2 Years Supply
This post was edited on 1/29/26 at 6:55 pm
Posted on 1/29/26 at 7:11 pm to Kjnstkmn
I don’t disagree they need silver. But, any battery that needs two pounds of silver is DOA. People stopped buying EVs after they couldn’t get a tax credit. No mainstream consumer will buy one if a single precious metal adds $3-5k to the build cost.
I do find the thought of silver bugs single handedly killing the EV industry pretty entertaining.
I do find the thought of silver bugs single handedly killing the EV industry pretty entertaining.
Posted on 1/29/26 at 8:40 pm to Hangit
quote:
600-mile range from a 9-minute charge
They gonna have some 1500 amp chargers or something?
Posted on 1/29/26 at 9:21 pm to DownshiftAndFloorIt
quote:
They gonna have some 1500 amp chargers or something?
I am not privy to their plans or requirements. It doesn't make any difference to me. I have a Tundra. It will last longer than me.
Posted on 1/30/26 at 5:07 am to FAT SEXY
quote:
Escalator Up
Elevator Down
The worries about Japan's inflation, bond sale, election, etc., are putting a hammer down on everything. I think metal's pain is short term. It may not sky like it has been, but it will not feel the same pain as stocks will if Japan's bond sale goes south.
Posted on 1/30/26 at 5:38 am to Hangit
This is about Trump’s fed chair pick.
Posted on 1/30/26 at 6:27 am to beaverfever
bought 2 10oz. bars yesterday for 1,000 dollars
Posted on 1/30/26 at 6:54 am to PSS101
I wouldn’t regret that pickup at all. Im definitely buying over the next few days. Good opportunity to increase physical holdings for me. I’ve got a ways to go to catch you guys there.
Posted on 1/30/26 at 7:18 am to beaverfever
quote:
This is about Trump’s fed chair pick.
It is. And the funny thing is that his pick will drive PM prices UP when he continues Trump policy: printing money with nothing to back it.
You can’t take water out of one end of the pool. What’s coming is physics, and there are rules in physics.
Posted on 1/30/26 at 7:26 am to OccamsStubble
Allegedly Warsh wants to draw down the balance sheet more aggressively. I’ll be genuinely impressed if he accomplishes that without crashing the economy. The banking system was starting to crack again when Powell ended QT late last year.
I think the idea that he can engineer that is nonsense but it would absolutely be a headwind for asset prices if he could do it.
I think the idea that he can engineer that is nonsense but it would absolutely be a headwind for asset prices if he could do it.
Posted on 1/30/26 at 8:01 am to OccamsStubble
Warsh is hugely against QE
Posted on 1/30/26 at 8:07 am to beaverfever
quote:
Allegedly Warsh wants to draw down the balance sheet more aggressively. I’ll be genuinely impressed if he accomplishes that without crashing the economy.
Same. A problem right now is that PMs are behaving ultra-hedgily, meaning that demand for treasuries are likely dropping (watch for an increase in the 10yr) as investors turn away from the USD. If this continues, auctions may become more and more dependent on the Fed riding to the rescue (which is the opposite of what Warsh wants to do).
If an auction fails, especially because the Fed doesn't step in, the USD's value is going to drop like a lead balloon.
This post was edited on 1/30/26 at 8:07 am
Posted on 1/30/26 at 8:21 am to TigerTatorTots
quote:
Warsh is hugely against QE
That’s because he knows that the Fed is already out of ammunition … they are trapped.

Posted on 1/30/26 at 9:12 am to Bard
quote:This is what I was wondering too. How does he get people that aren’t the fed to start buying treasuries again? He can be against QE all he wants but if no buyers step in, then what?
If this continues, auctions may become more and more dependent on the Fed riding to the rescue (which is the opposite of what Warsh wants to do).
Posted on 1/30/26 at 9:35 am to beaverfever
Trump picked a guy against QE? Isn't that what Trump has been cheerleading for? That and lowering rates?
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