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Writer's pictureIshfaaq Peerally

Silver SLV Short Squeeze



🥈 After GameStop $GME , the decentralized pure speculation hedgefund Wallstreetbets is now after 𝙖 𝙎𝙞𝙡𝙫𝙚𝙧 𝙨𝙝𝙤𝙧𝙩 𝙨𝙦𝙪𝙚𝙚𝙯𝙚. I'm a stock investor, why is this important for me? I have the third largest silver miner in the world, Polymetal International $POLY.L in my portfolio and bought some SLV ETF $SLV last year instead of keeping cash.


💸 The main catalyst for gold $GOLD and Silver is that the money recent money printing will lead to 𝙝𝙞𝙜𝙝𝙚𝙧 𝙞𝙣𝙛𝙡𝙖𝙩𝙞𝙤𝙣. But unlike gold, Silver has more industrial uses as it is the best electrical conductor. Renewable energy will increase the demand for Silver.


🥇 Relative to gold, silver is cheap as the 𝙂𝙤𝙡𝙙 𝙩𝙤 𝙎𝙞𝙡𝙫𝙚𝙧 𝙍𝙖𝙩𝙞𝙤 𝙞𝙨 𝙘𝙪𝙧𝙧𝙚𝙣𝙩𝙡𝙮 𝙖𝙗𝙤𝙫𝙚 𝟳𝟬 (historical value of 15). When I bought silver, it was over 100. Sooner or later it needs to return to its mean. Silver is much more volatile that gold and in a precious metal bull market, it gains more. WSB wants to send this gold to silver ratio back to its mean by causing a short squeeze.


📄 Most of the silver being traded is through 𝙥𝙖𝙥𝙚𝙧 𝙨𝙞𝙡𝙫𝙚𝙧 (ETFs and futures contracts) which is backed by physical silver. These contracts are usually created by banks (which in some way means they are shorting silver) but they never execute the delivery since the contracts are just here to be traded. If the price of silver goes up and demand for delivery increases, more contracts will need to be created at higher prices, sending the price even higher, in other words, causing a short squeeze.


📅This is not the first attempt to corner the silver market. It was done in 1979 by the Hunt Brothers and the Fed intervened to stop the trading of silver in what we call 𝙎𝙞𝙡𝙫𝙚𝙧 𝙏𝙝𝙪𝙧𝙨𝙙𝙖𝙮. The silver market is much bigger than GameStop and it is unlikely that speculators on reddit or elsewhere will be able to cause a short squeeze. Whatever happens, if you're bullish on Silver long-term, you need to know when to take profits and not get involved in speculations.


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