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    FORGET $100: Why Today’s Silver Price Means Miners Go Ballistic



    FORGET $100: Why Today’s Silver Price Means Miners Go Ballistic

    #Silver #SilverPrice #SilverMiners
    Silver just saw a violent correction—then an immediate rebound. In this video, we break down what likely drove the move, why it matters for the next leg, and why silver miners can react even harder than the metal itself.

    What you’ll learn in this episode:

    What triggered the sharp silver selloff and why the bounce matters

    The “leverage flush” effect (margin pressure, positioning, and volatility)

    Why miners can move faster than silver when cash flow expands

    What to watch in upcoming earnings and guidance updates

    How to think about risk, quality, and survival in mining stocks

    Key topics covered:

    Silver volatility and sentiment shifts

    Paper vs. physical discussion (and why the market can diverge)

    Profit-per-ounce math and operating leverage

    Earnings season catalysts and re-rating potential

    Gold as a macro signal and the broader risk backdrop

    Data & context referenced: COMEX/CME dynamics, macro backdrop (rates/dollar tone), earnings/cash-flow logic, and sector rotation signals.

    Disclaimer: This content is for education and commentary only—nothing here is financial advice. Always do your own research and consider your risk tolerance.

    If this helped, please like, subscribe, and share. Also comment “Our John AG” + tell me: do you prefer physical silver or quality miners for leverage—and why?

    Timestamps:
    00:00 Intro
    00:45 What happened in silver (drop → rebound)
    02:05 Why it moved: overheating + leverage unwind
    04:10 Margin pressure & market mechanics (why moves accelerate)
    06:05 Paper vs physical: why the debate keeps returning
    08:10 Do we see triple-digit silver again? Key catalysts
    10:35 Why miners can outperform silver (cash-flow leverage)
    13:20 What earnings could change (guidance, costs, margins)
    16:05 Quality filter: what to avoid in “silver” names
    18:20 Gold as the macro backdrop (safe-haven + liquidity cues)
    20:40 What to watch next (signals, catalysts, risk plan)
    22:30 Final take + community question

    #Silver #SilverPrice #SilverMiners #MiningStocks #PreciousMetals #Commodities #MarketNews #Investing #StockMarket #Macroeconomics #FederalReserve #Inflation #Gold #Earnings #RiskManagement

    44 Comments

    1. @TroyDowVanZandt on

      John AG, coming at you from just outside of Bisbee, AZ–home of the famous Copper Queen Mine that produced as a byproduct upwards of 102 million ounces of silver back in the day. A junior is drilling the old workings in nearby Tombstone and has recently found the following: 3,669 gpt Ag (117.9 opt Ag) and 44.7 gpt Au within a 25.8m zone. Juicy. Nonetheless, the big silver producers will continue to be the copper miners. In Gleeson, I ran into an exploratory geologist from an up-and-coming company that has finished 99.99% of the permitting process on private land between Tucson and Phoenix, and has municipal and county governments welcoming them with open arms. The guy impressed me, and I looked into his company. I looked at the core samples they had brought up–gorgeous stuff. Not only will they get out gobs of copper, they'll also bring up gobs of silver as a byproduct. Needless to say, I'm long on them. Never underestimate Arizona's mineral might.

    3. @scottplummer8776 on

      I prefer both physical and the miners. Using miners both gold and silver in IRAs with both junior, major and royalty companies as well as some paper silver and gold. Doing uranium and copper as well.

    4. @10bladedswallow on

      I like a basket of miners. I don’t think the dollar will fall the way most think it will, so I think leverage in dollars is useful still.
      Always got to keep some physical though.

    5. @tree7732 on

      Sounds like I’ll be going all the way to Anchorage to buy more silver on Monday. Still sitting on coin that I bought during the big Kodak dump 35 years ago. Just having fun, peace from Alaska.

    9. @whyem516H on

      The two mining companies our John AG is talking about are almost certainly Contango Ore and Dolly Varden Silver. CTGO & DVS, both quoted on the NYSE. I'm going to take a small position in both.

    12. @PerryBerens on

      Quality miner. Not a basket of them. I look at the basket. See better returns short run on some that are dirt cheap to buy into and they climb better than my 1 miner. But I guess I am conservative in which miner I chose through researching or I am to slow of mind, and can't afford time and mental energy to watch a basket of ups and downs of other miners. 1 is enough at my skill level which is level 1. I am an all in watcher of my miner right now. To build confidence. In the volitility. The miner stocks remind me of financial stock selection.

    13. @juneb7350 on

      People shorting it want it low. They can pay to drop it. So hold it. They can't make it faster. The csts out the bag supply is needed. Hold on to it. Buy more if you can. Keep stacking up.

    14. @PerryBerens on

      My indicators are still not saying buy to complete position. Monday is going to be interesting as folks talk up silver over betting on the super bowl.

    18. @DaleMiles-e2i on

      Feel confident that manipulation and corporate CYA was exacerbating the downturn.
      Seeing major banks unload shorts at the precise bottom suggests either really really good luck….. or something else 🤷🏼‍♂️

    30. @NaliniDamico on

      It's all about timing: Get the early Kadvun bag, let it explode, and then switch to the 'boomer safe haven' of gold before the crypto market cools down

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