Domain: tiger-web1.srvr.media3.us Silver Bugs thread: Silver up 12% for the week on Black Friday started the journey | Page 44 | Money Talk
Started By
Message

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
Posted by lsuconnman
Baton rouge
Member since Feb 2007
4772 posts
Posted on 1/29/26 at 11:44 am to
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 by cadillacattack
the ATL
Member since May 2020
10226 posts
Posted on 1/29/26 at 12:32 pm to
I took some profits on PHYS (sold 12%) and PSLV (sold 40%) …. increasing cash position to prepare for dip buying

Posted by Hangit
The Green Swamp
Member since Aug 2014
46121 posts
Posted on 1/29/26 at 2:20 pm to
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 by Kjnstkmn
Vermilion Parish
Member since Aug 2020
21051 posts
Posted on 1/29/26 at 6:53 pm to
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 by lsuconnman
Baton rouge
Member since Feb 2007
4772 posts
Posted on 1/29/26 at 7:11 pm to
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.
Posted by DownshiftAndFloorIt
Here
Member since Jan 2011
71630 posts
Posted on 1/29/26 at 8:40 pm to
quote:

600-mile range from a 9-minute charge


They gonna have some 1500 amp chargers or something?
Posted by Hangit
The Green Swamp
Member since Aug 2014
46121 posts
Posted on 1/29/26 at 9:21 pm to
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 by FAT SEXY
California
Member since Jun 2020
1787 posts
Posted on 1/30/26 at 3:36 am to
Escalator Up

Elevator Down
Posted by Hangit
The Green Swamp
Member since Aug 2014
46121 posts
Posted on 1/30/26 at 5:07 am to
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 by beaverfever
Arkansas
Member since Jan 2008
35825 posts
Posted on 1/30/26 at 5:38 am to
This is about Trump’s fed chair pick.
Posted by beaverfever
Arkansas
Member since Jan 2008
35825 posts
Posted on 1/30/26 at 5:58 am to
Posted by PSS101
Member since Jun 2024
1433 posts
Posted on 1/30/26 at 6:27 am to
bought 2 10oz. bars yesterday for 1,000 dollars
Posted by beaverfever
Arkansas
Member since Jan 2008
35825 posts
Posted on 1/30/26 at 6:54 am to
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 by OccamsStubble
Member since Aug 2019
9532 posts
Posted on 1/30/26 at 7:18 am to
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 by beaverfever
Arkansas
Member since Jan 2008
35825 posts
Posted on 1/30/26 at 7:26 am to
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.
Posted by TigerTatorTots
The Safeshore
Member since Jul 2009
82148 posts
Posted on 1/30/26 at 8:01 am to
Warsh is hugely against QE
Posted by Bard
Definitely NOT an admin
Member since Oct 2008
58556 posts
Posted on 1/30/26 at 8:07 am to
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 by cadillacattack
the ATL
Member since May 2020
10226 posts
Posted on 1/30/26 at 8:21 am to
quote:

Warsh is hugely against QE


That’s because he knows that the Fed is already out of ammunition … they are trapped.

Posted by beaverfever
Arkansas
Member since Jan 2008
35825 posts
Posted on 1/30/26 at 9:12 am to
quote:

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).
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?
Posted by GREENHEAD22
Member since Nov 2009
20715 posts
Posted on 1/30/26 at 9:35 am to
Trump picked a guy against QE? Isn't that what Trump has been cheerleading for? That and lowering rates?
Jump to page
Page First 42 43 44 45 46 ... 59
Jump to page
first pageprev pagePage 44 of 59Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram