Gold and silver - Prices have dropped after quick rise, will prices stabilize or drop some more.

KarlHungus · Aug 28, 2026

HungSowel said:
The US also just weaponized the dollar again; this time they are threatening to boot countries/companies out of the US dollar system if they help Iran. It is another legit reason for foreign holders to stop buying US treasuries.

The US also has some gimmicks up its sleeve; they are playing with banking regulations to force banks to carry more US treasuries as bank reserves. They are also planning to use stable coins as a new US treasury backed currency. Probably a whole bunch more schemes in the works that I am not aware of.

There's no easy way of immediately de-dollarizing which is exactly what BRICS has been struggling with, but the last thing the world needs is the BRICS to control the system (if you know the countries involved with BRICS it's a yikes of even more capitalism), nothing more that screams power vacuum.

There's no way they'd let China let the Yuan take order especially because they are the largest net exporters to the world... If only there were a decentralized currency we could use -cough-

Until then any asset with good store value will have to be looked at on my side. I see things like fresh water becoming a crisis in the next 20 years, but I ain't got that time to live for to do long investments. That's why I'm on this damn board doing this hobby!

HungSowel · Aug 28, 2026

KarlHungus said:
There's no easy way of immediately de-dollarizing which is exactly what BRICS has been struggling with, but the last thing the world needs is the BRICS to control the system (if you know the countries involved with BRICS it's a yikes of even more capitalism), nothing more that screams power vacuum.

There's no way they'd let China let the Yuan take order especially because they are the largest net exporters to the world... If only there were a decentralized currency we could use -cough-

Until then any asset with good store value will have to be looked at on my side. I see things like fresh water becoming a crisis in the next 20 years, but I ain't got that time to live for to do long investments. That's why I'm on this damn board doing this hobby!

Yeah the Yuan would never take over, china manipulates the value of their currency for the sake of keeping exports cheap. Trump has said several times he wants to the dollar to be cheaper to increase exports, lower bond yields does make the dollar cheaper.

Water could be a good investment but there is no tradable market currently for it from what I know, maybe there is a thriving market for water rights but water is so crucial that governments will not respect water rights when shit hits the fan. I forget which South American country did this, but they sold their water system to a corporation and made collecting rainwater illegal, I do not know how that turned out but it was fucked up.

KarlHungus · Oct 4, 2026

HungSowel said:
Yeah the Yuan would never take over, china manipulates the value of their currency for the sake of keeping exports cheap. Trump has said several times he wants to the dollar to be cheaper to increase exports, lower bond yields does make the dollar cheaper.

Water could be a good investment but there is no tradable market currently for it from what I know, maybe there is a thriving market for water rights but water is so crucial that governments will not respect water rights when shit hits the fan. I forget which South American country did this, but they sold their water system to a corporation and made collecting rainwater illegal, I do not know how that turned out but it was fucked up.

As an update: So with the prices of diesel now, I can forsee two problems for precious metals; The demand will go up because of the offset against the dollar and commodities, but the demand will be sequestered as transport costs would be ginormous and cause a cyclical reaction when demanded for delivery just due to the exorbitant diesel prices.

How could people sell their precious metals when they can't even transport it without breaking the bank on delivery itself? This is quite the crisis we're seeing. In about a month things will get more severe and cause bond yields to sky rocket further for the western world if they cannot deliver with their economies of scale.My best guess, you'll see selling outweigh buying in the next few months until transport costs decrease while the USD skyrockets.

HungSowel · Oct 7, 2026

KarlHungus said:
As an update: So with the prices of diesel now, I can forsee two problems for precious metals; The demand will go up because of the offset against the dollar and commodities, but the demand will be sequestered as transport costs would be ginormous and cause a cyclical reaction when demanded for delivery just due to the exorbitant diesel prices.

How could people sell their precious metals when they can't even transport it without breaking the bank on delivery itself? This is quite the crisis we're seeing. In about a month things will get more severe and cause bond yields to sky rocket further for the western world if they cannot deliver with their economies of scale.My best guess, you'll see selling outweigh buying in the next few months until transport costs decrease while the USD skyrockets.

The value of gold and silver greatly exceeds the fuel costs of transportation. I imagine that if you were to ship large quantities of gold and silver, the cost of security is the dominant cost associated with shipping.

For less valuable metals like copper, I am sure fuel costs are burdensome.

KarlHungus · Oct 9, 2026

HungSowel said:
The value of gold and silver greatly exceeds the fuel costs of transportation. I imagine that if you were to ship large quantities of gold and silver, the cost of security is the dominant cost associated with shipping.

For less valuable metals like copper, I am sure fuel costs are burdensome.

You're not wrong about the values exceeding but the transport company would bear the burden of the cost, suppliers aren't going to eat that cost though and pass the cost onto buyers. The only way it could cause a huge disruption is of countries withdraw their gold from other countries. Price action still indicates it could have a breakout again in another quarter or so, into another cycle so who knows.

GrayFox · Oct 29, 2026

Ceiling Cat said:
Will prices stabilize or drop more after a quick rise or will it drop with the large amounts of supply coming on the market. Refineries at full capacity. My guess is that for the short term ( 1 year ) prices will not rise from current levels. The gold/silver rush is over.

A Million Dollars in Silver #traxnyc #silver #shorts

An M in silver. Refining business is booming, this is your heads up. TRAXNYC.com #traxnyc #silver #silverprice #jewelry

www.youtube.com

Yeah, you were right... Gold has dipped a little more. But I don’t think it’ll keep going down through the end of the year. Might actually be a good time to pick up a few bars

Search

Gold and silver - Prices have dropped after quick rise, will prices stabilize or drop some more.

KarlHungus

Member

HungSowel

Well-known member

KarlHungus

Member

HungSowel

Well-known member

KarlHungus

Member

GrayFox

New member

A Million Dollars in Silver #traxnyc #silver #shorts

Similar threads