๐บ๐ธ๐จ๐ณ Trump to Meet With US Ambassador to China 6:30pm ET Friday.
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โ Why silver is suddenly causing panic
Silver has been in a structural deficit for 5 years.
2025 demand: ~1.24 bn oz
2025 supply: ~1.01 bn oz
The gap never closed.
From Jan 1, 2026, China tightens exports: licenses required, only state-approved firms, ~80t of annual output involved. Smaller exporters are effectively blocked.
Physical stocks are thinning.
COMEX inventories are down ~70% since 2020, London vaults ~40%, Shanghai near 10-year lows. Some regions reportedly hold only 30โ45 days of industrial silver.
Paper claims still dwarf physical metal.
Estimates range around 300+:1, meaning price discovery stays smooth until delivery actually matters.
Market signal: physical silver in China is trading at large premiums, with reports of $120+/oz, far above Western benchmarks.
This isnโt about a target.
Itโs about access to metal in a market with almost no buffer left.
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๐บ๐ธ President Trump says tariffs are an "overwhelming benefit" and key to US national security and prosperity.
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๐บ๐ธ Senator Cynthia Lummis calls for Congress to pass crypto market structure legislation.
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๐บ๐ธ 61% chance Elon Musk becomes the world's first trillionaire this year.
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$800B valuation, told investors theyโre going public within 12 months
Currently $500B, in talks for $750B+ raise, then IPO
Expecting $300B+ valuation
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๐บ๐ธ Fedโs balance sheet surged +$24.4 billion in the week ending December 24th, posting the biggest jump since the March 2023 Banking Crisis.
This marks the 3rd-consecutive weekly increase for a total of +$45.5 billion.
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JUST IN: ๐บ๐ธ๐ท๐บ US government tells its citizens to "immediately" leave Russia due to possibility of terrorism.
๐ฅซ t.me/FinancialWorldUpdates
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JUST IN: ๐ป๐ช Close up footage of explosions in Caracas, Venezuela.
๐ฅซ t.me/FinancialWorldUpdates
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JUST IN: Massive U.S. airstrikes against military targets in Caracas, Venezuela.
Dozens of U.S. helicopters are flying above the Venezuelan capital city.
๐ฅซ t.me/FinancialWorldUpdates
Dozens of U.S. helicopters are flying above the Venezuelan capital city.
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๐บ๐ธ US national debt reaches new all-time high of $38.5 trillion.
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๐บ๐ธ The dollar has now lost 97% of its purchasing power since 1913.
๐ฅซ t.me/FinancialWorldUpdates
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๐บ๐ธ U.S. Dollar share of global foreign currency reserves have fallen to its lowest level this century.
๐ฅซ t.me/FinancialWorldUpdates
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๐จ๐ณ๐บ๐ธ China says it 'strongly condemns' US strikes on Venezuela.
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๐บ๐ธ๐ป๐ช President Trump says US oil companies will go into Venezuela, spend billions of dollars, fix the badly broken oil infrastructure, and start making money for the country.
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This is absolutely insane!
Venezuela currently has 303 billion barrels of crude oil reserves, which Trump says the US now controls.
Oil prices are trading at ~$57/barrel, making Venezuela's total reserves worth $17.3 TRILLION.
Even if the US sells this oil for HALF of the market rate, that's still $8.7 TRILLION.
In other words, in 12 hours, the US has gained control of oil reserves worth more than the entire GDP of ALL countries in the world, aside from the US and China.
That's 4 TIMES larger than the GDP of Japan.
Most people do not realize how much the world just changed.
Oil markets will react to this news for the first time on Sunday at 6 PM ET.
๐ฅซ t.me/FinancialWorldUpdates
Venezuela currently has 303 billion barrels of crude oil reserves, which Trump says the US now controls.
Oil prices are trading at ~$57/barrel, making Venezuela's total reserves worth $17.3 TRILLION.
Even if the US sells this oil for HALF of the market rate, that's still $8.7 TRILLION.
In other words, in 12 hours, the US has gained control of oil reserves worth more than the entire GDP of ALL countries in the world, aside from the US and China.
That's 4 TIMES larger than the GDP of Japan.
Most people do not realize how much the world just changed.
Oil markets will react to this news for the first time on Sunday at 6 PM ET.
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JUST IN: ๐จ๐ณ๐บ๐ธ China calls for the United States to release Nicolรกs Maduro.
๐ฅซ t.me/FinancialWorldUpdates
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