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Bill’s Commentary:
“I have posted a couple of the AI “Asian Guy” videos in the past but cautioned there were some numbers and dates that were off and said I believed his logic is correct. AG released a video which I am mentioned in several times. I believe this video is an AI sweep of much of what I have personally said or written publicly. Some of the dates and numbers are a little off, but I agree with everything in this particular video because I have publicly said these exact words. I believe this video is 100% spot on and thank whoever created it!”
Asian Guy does a Bill Holter video
Bill is interviewed by Liberty and Finance (Also posted under Interviews)
Bill’s Commentary:
“January looks to be sticky for deliveries of silver!”
@DavidLe76335983
Shorts are stuck with emptying their vault or covering their shorts. They have run out of room to play the paper market
@silvertrade
🏦COMEX SILVER DELIVERIES UPDATE 🏦
🔥150 Jan Silver Delivery Notices Issued Tuesday!
➡️JPM Issued 63/150 of the Notices
➡️Macquarie Stopped 81 Notices
🔥TOTAL JAN SILVER DELIVERY NOTICES RISE TO 4,697 CONTRACTS – 23,485,000oz!
🚨January is NOT a Primary Delivery Month for COMEX Silver! The silver shortage is so severe that nearly 23.5 MILLION OZ have issued delivery notices OVER THE FIRST 3 TRADING DAYS OF A NON-PRIMARY DELIVERY MONTH!
⚡️HISTORIC PHYSICAL DEMAND.
The Bullion Banks May be in SERIOUS TROUBLE Come March… 🚨
Bill’s Commentary:
“So much for the rule of law…!”
The latest from Erik –
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Bill’s Commentary:
“I have posted a couple of the AI “Asian Guy” videos in the past but cautioned there were some numbers and dates that were off and said I believed his logic is correct. AG released a video which I am mentioned in several times. I believe this video is an AI sweep of much of what I have personally said or written publicly. Some of the dates and numbers are a little off, but I agree with everything in this particular video because I have publicly said these exact words. I believe this video is 100% spot on and thank whoever created it!”
Asian Guy does a Bill Holter video
Bill’s Commentary:
“More silver news…”
Silver Jumps from $95 to $127.45 in UAE. A 34% Glorious Gain in a Day
COMEX silver pricing has crossed the line from distortion into open fraud, and the physical market is now shouting the verdict: the shortage is here, right now. A benchmark that still prints silver in the low‑$70s while real metal is changing hands at $90, $100, $130 and beyond is not “discovering” a price; it is fabricating one.
Theater of the Absurd: COMEX
COMEX still quotes silver in the low‑$70s, while buyers in Japan are paying around $130, Dubai $127 , Kuwait $106, Korea near $97 and Walmart near $90 just to get real bars delivered. That is not a healthy arbitrage band; that is a smoking gun that the so‑called global reference price has been severed from reality. The screen is one world, the vault is another, and only one of them can melt.
Bill’s Commentary:
“Chris Marcus on silver”
Where The Answers Lie In The Silver Market In 2026
The gold and silver markets were off to a strong start in 2026, with the gold futures up $35 to $4,376, and the silver futures up $3.28 to $73.88.
Although in the time since I started writing the column, the prices for both metals have dropped a bit, and I imagine we will continue to experience this type of volatility for the immediate future.
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Bill’s Commentary:
“A chart of the Weimar experience to start off 2026!”
“the chart below serves as an important reminder of the extreme volatility gold experienced during the Weimar period from 1914 to 1925.”
what i have been saying as well. i peg us at about 1923 just about to enter the most destructive phase of it over 2026.
@TaviCosta
It’s hard to ignore what’s happening with silver recently.
What fascinates me is how few are interpreting this move through a hyperinflationary lens.
Instead, the prevailing narrative is that prices are overstretched and due for mean reversion — a view I strongly disagree with.
The chart below serves as an important reminder of the extreme volatility gold experienced during the Weimar period from 1914 to 1925.
From a price-behavior standpoint, the resemblance is hard to ignore, despite obvious differences in today’s political and economic environment.
Let me be clear:
Silver is not making new highs because miners are recklessly deploying capital or because supply is surging.
In fact, we’re seeing the opposite.
There have been no major discoveries, no meaningful supply response, while demand continues to rise structurally, all while a monetary crisis quietly builds.
This is the kind of price behavior typically observed in emerging markets when confidence in the currency is eroding.
Jeremiah Johnson
None of this is trading advice
Bill’s Commentary:
“Posted in case you did not know, or had forgotten…”
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Another year end interview (Also posted under Interviews)
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The latest from USA Watchdog –
A year end interview with Dave Janda (Also posted under Interviews)
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Bill’s Commentary:
“And then on to DC!“
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The latest from USA Watchdog –
Bill’s Commentary:
“Erik is correct if he is speaking of “nominal” inflation. The fact is, we are experiencing severe deflation when measured in real terms… gold and especially silver! Credit, which abhors deflation, will shortly swan dive…”
The latest from Erik –
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Bill and David Morgan interviewed (Also posted under Interviews)
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Bill’s Commentary:
“Wishing you all a Merry Christmas and a happy and healthy New Year! We will be taking a few days off, be back near the 1st.”
The latest from USA Watchdog – (Also posted under Interviews)
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Bill’s Commentary:
“Not good”
Russia evacuates diplomats’ families from Venezuela as US seizes oil tankers
Russia’s Foreign Ministry has begun evacuating the families of diplomats from Venezuela, a European intelligence official told AP on Monday, as the United States pursues its third sanctioned oil tanker in the Caribbean and President Donald Trump convenes senior national security officials at his Mar-a-Lago resort.
The evacuations, which started Friday and include women and children, come as Russian officials assess the situation in Venezuela in what the intelligence source described as “very grim tones.” The withdrawals signal heightened concerns about stability in the South American nation as the Trump administration escalates its four-month pressure campaign against President Nicolas Maduro’s government.
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