2026 started out like gangbusters in the precious metals sector and we noted (on January 9th) how silver’s schizophrenic sessions would increase with time.
And, boy was that an understatement.
Because on the last trading day in January silver had a nose-bleed drop of over 25% in one day.
Ironically (or NOT) that drop was after silver made a parabolic increase in January of over 50%.
And that was on top of a 100% + increase in price during 2025.
Do the math…up over 100% in one year, then up another 50% in one month…only to be followed by a 25% haircut in one day.
How could you not call that schizophrenic?
But we still believe there’s tremendous upside after all the madness we’ve witnessed.
Why?
To quote an earlier email:
Silver doesn’t trade on a single narrative, but on the violent intersection of multiple cycles: the long-wave debt-cycle, the technological adoption curve, and the inherent volatility of a market smaller than a Mid-Cap stock.
And silver is approaching the point with a convergence of cyclical pressure that will resolve its identity crisis…with explosive volatility.
Translation:
This is not an investment for the faint of heart…It is a leveraged bet on monetary disintegration, technological transformation, and raw human fear.
Silver is the ultimate contrarian bet on system failure and technological necessity. (Cough! The build-out of Artificial Intelligence, Cough! Cough!).
The cycles are aligning.
The data is clear.
The only uncertainty is the precise catalyst and the magnitude of the market’s recognition of this fundamental dislocation.
Schizophrenic Sessions
Silver is not merely a metal.
It is the schizophrenic child of the monetary system, torn between its ancient role as money and its modern fate as an industrial commodity.
And if you don’t have the stomach to watch it go down into the mid-60’s or 50’s price range, then you should steer clear of it. *
(* Please NOTE: we are NOT saying it will drop that low but at the same time we are not ruling out the possibility)
However, long term we see prices of silver going as high as $200 per ounce… note, we said LONG TERM.
Another item to consider is the fact that the average investor doesn’t own any silver.
Read that sentence again.
As a result, the Schizophrenic Sessions we’ve experienced is a result of the Boyz in the “Club” panicking over the silver that they don’t own.
And that’s mostly because your silver ETF’s DO NOT have the physical silver to back it.
Find out what silver stocks we favor and at what price point we will be buying more of them in our upcoming February edition of “Simplifying Wall Street…In Plain English” (HERE).
Share this with a friend…especially if they are freaking out over the volatility in silver. They’ll thank YOU later.
And tell them:
