CapitalCosm, Released on 2/26/26 (Recorded on 2/25/26)

00:00 – Intro: The “Garden Hose” Effect for Silver and Gold.
01:23 – Silver Price Technicals: Testing the $92 Resistance Level.
03:30 – Sentiment Shift: Same Price, Different Market Psychology.
06:08 – Why Seasonality is Losing Relevance to Physical Demand.
07:05 – The Reality of Registered Inventory vs. Paper Printing.
08:48 – Analysis: The Long-Term Supply Deficit Over Two Decades.
13:16 – The Mexico Crisis: 25% of Global Supply at Risk?
14:21 – Mining Stocks vs. Physical Metal: The “Canary in the Coal Mine.”
17:15 – Why Gold and Silver Stocks are Currently a “Value Play.”
19:30 – The Margin Problem: Why Higher Prices are Needed for Smelters.
24:36 – Potential for a Comex Default: “Blood in the Water” for Shorts.
29:26 – Gold Breaking Out: Safe Haven Demand in a Time of Conflict.
33:58 – The “Derivatives Elephant” in the Room.
36:30 – Commitment of Traders (COT): Calculating the Net Short Position.
38:15 – Warehouse Stock Analysis: London vs. New York Flows.
42:25 – Inside the Shanghai Exchange: A “Real” Market vs. Paper Shenanigans.
49:32 – The $10 Arbitrage: Why the Price Gap Between East and West Persists.
53:00 – Closing Thoughts: Why the Herd Moves Too Late.

Bill Holter was a stockbroker for 23 years and a branch manager for 12. He retired and moved his family out of the U.S. to Costa Rica in late 2006. He returned to Texas in 2011. He was a contributor to GATA since 2007 and began writing for Miles Franklin from 2012 to 2015. He then joined with Jim Sinclair and the Holter/Sinclair collaboration from 2015-2022. Bill is a precious metals expert and broker, he clears through Miles Franklin. His work can now be found here at BillHolter.com.

David Morgan is a world-renown precious metals aficionado. He is the creator of TheMorganReport.com, a monthly report that covers economic news, overall financial health of the global economy, currency problems and the key reasons for investing in precious metals. A dynamic, much-in-demand speaker all over the globe, David’s educational mission also makes him a prolific author, having penned Get the Skinny on Silver Investing, The Silver Manifesto and, most recently, Second Chance: How to Make and Keep Big Money from the Coming Gold and Silver Shock.

  gold, silver