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  • "Do Not Compare Silver To Silver." Banks Not Accurately Forecasting Silver Price, Bank of Japan Intervened For the 147th Time This Year, Overnight Funding Volume Hits Yet Another Record, Precious Metals' About To Get The Green Light For 401Ks, Copper Shortage Ahead

"Do Not Compare Silver To Silver." Banks Not Accurately Forecasting Silver Price, Bank of Japan Intervened For the 147th Time This Year, Overnight Funding Volume Hits Yet Another Record, Precious Metals' About To Get The Green Light For 401Ks, Copper Shortage Ahead

Collateral is cracking and policy is loosening; the West isn’t positioned, the pipes are running on overnight credit, and price discovery is migrating to metal—gold anchors, silver detonates, copper queues next.

Silver isn’t “up a lot.”

It’s still historically mispriced—miles below its CPI-adjusted highs while everything else has already been re-rated.

In a debt-soaked world, that gap is the tell: silver is the most undervalued major asset on earth—full stop.

…the banks either don’t know where silver is going or they’re jawboning to cap it while they source metal and manage their shorts.

Japan is the pressure point.

When the BOJ burns billions just to pin JGBs, the yen carry snaps, USTs feel the sell pressure from the world’s biggest foreign holder, and dollar funding tightens.

In the most leveraged, hyper-interconnected system ever, this is the weak link that will inevitably shake the whole tower when it falls.

New record overnight funding volume = the system living paycheck-to-paycheck.

More trades rolling to overnight, less true liquidity, higher fragility. When funding depends on tomorrow morning, paper creaks and real collateral (gold → silver) gets the bid.

Western money isn’t in the metals—yet.

If 401(k)s are only now getting the green light for gold, silver, and miners, we’re still in the first inning. The crowd hasn’t even found the stadium.

Supply math just met debt math.

We’re in the later stages of the biggest global debt bender in recorded history.

A commodities super-cycle is the only way to re-price assets back to equilibrium.

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Luke Lovett
Cell: 704.497.7324
Undervalued Assets | Sovereign Signal
Email: [email protected]

Disclaimer:
This content is for educational purposes only—not financial, legal, tax, or investment advice. I’m not a licensed advisor, and nothing herein should be relied upon to make investment decisions. Markets change fast. While accuracy is the goal, no guarantees are made. Past performance ≠ future results. Some insights paraphrase third-party experts for commentary—without endorsement or affiliation. Always do your own research and consult a licensed professional before investing. I do not sell metals, process transactions, or hold funds. All orders go directly through licensed dealers.

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