Quy Tran @tungtran18: "Repost! Maybe I do not need..."

Germany

Edited

Repost! Maybe I do not need to say “I told ya!”, now that my Silver position is already +36% in green. I still believe $SLV (iShares Silver Trust) $SILVER is going to be among the best performing large cap asset this year and probably next year. Actually I already took notice of Silver since 2023 and start accumulating but only make a bigger bet in the beginning of this year after seeing the big run in Gold and the monetary environment. I made correct prediction about $GOLD at 1700-1800 USD/ounce range in 2022. But I only bet 5% of my portfolio in Gold back then. This time, I bet 10% in Silver and you won’t see me cut it down anytime soon.

Quy Tran

Germany

𝐖𝐡𝐲 𝐒𝐢𝐥𝐯𝐞𝐫 𝐂𝐨𝐮𝐥𝐝 𝐁𝐞 𝐏𝐨𝐢𝐬𝐞𝐝 𝐟𝐨𝐫 𝐚 𝐇𝐮𝐠𝐞 𝐑𝐮𝐧 𝐢𝐧 𝟐𝟎𝟐𝟓 If you’ve been following the silver market, you probably know that its price has lagged behind gold in the last few years. But as we go further into 2025, there are strong arguments that silver might finally be setting up for a massive move higher—possibly a multi-year uptrend. These are the catalysts for silver in 2025: 𝟏. 𝐓𝐡𝐞 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐚𝐥 𝐃𝐞𝐦𝐚𝐧𝐝 𝐢𝐬 𝐇𝐢𝐠𝐡𝐞𝐫 𝐓𝐡𝐚𝐧 𝐄𝐯𝐞𝐫 Silver isn’t just a shiny metal people like to hold—it’s an essential industrial commodity, especially in the green energy space. The biggest driver? Solar panels. Silver is a critical component in photovoltaic cells, and with the global push toward renewable energy, demand for silver will only be going up, except when a big recession happens, which is not likely in the current macro context. The Silver Institute estimates that industrial demand for silver will exceed 700 million ounces in 2025, setting a new record. With countries worldwide ramping up their solar energy capacity, especially China, the EU, and the U.S., silver is becoming more than just a precious metal. It’s now a green energy metal. 𝟐. 𝐓𝐡𝐞 𝐒𝐮𝐩𝐩𝐥𝐲 𝐒𝐢𝐝𝐞 𝐢𝐬 𝐚 𝐌𝐞𝐬𝐬 While demand is rising, the supply side is struggling. Unlike gold, silver mining isn’t a primary business for most miners. About 70% of the world’s silver production actually comes as a byproduct from mining other metals like copper, zinc, and lead. According to multiple reports, silver mining output has been flat or declining over the past few years. Meanwhile, silver recycling isn’t making up the difference. In fact, we’re looking at another year of a massive silver supply deficit, potentially around 150 million ounces in 2025. That’s a big deal. When demand keeps rising and supply can’t keep up, prices will be pushed higher. 𝟑. 𝐌𝐨𝐧𝐞𝐭𝐚𝐫𝐲 𝐏𝐨𝐥𝐢𝐜𝐲 & 𝐈𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 With inflation still a lingering issue, central banks are stuck between a rock and a hard place. They need to keep interest rates high to control inflation, but they also risk slowing down economic growth. Either way, silver benefits. If inflation stays high, silver (like gold) becomes a hedge against the declining purchasing power of fiat currencies. If central banks pivot to lower rates to stimulate the economy, that’s bullish for silver because lower rates make non-yielding assets like silver more attractive. 𝟒. 𝐆𝐞𝐨𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐚𝐥 𝐓𝐞𝐧𝐬𝐢𝐨𝐧𝐬 & 𝐒𝐚𝐟𝐞 𝐇𝐚𝐯𝐞𝐧 𝐃𝐞𝐦𝐚𝐧𝐝 The world isn’t exactly getting more stable. We’ve got ongoing tensions between major economies, potential conflicts, and economic uncertainty in many regions. Whenever there’s uncertainty, money tends to flow into safe-haven assets like gold and silver. Silver, often called "the poor man's gold," tends to play catch-up when gold starts moving. If gold breaks out to new highs (which many analysts expect), silver could experience an even bigger percentage gain. 𝐇𝐨𝐰 𝐃𝐨𝐞𝐬 𝐒𝐢𝐥𝐯𝐞𝐫 𝐂𝐨𝐦𝐩𝐚𝐫𝐞 𝐭𝐨 𝐆𝐨𝐥𝐝? Let’s talk about the gold-to-silver ratio, one of the best ways to see how cheap or expensive silver is relative to gold. Right now, the ratio is around 90:1—meaning it takes 90 ounces of silver to buy one ounce of gold. Historically, that’s a sign that silver is undervalued. When silver really gets going in a bull market, this ratio tends to drop significantly—sometimes down to 50:1 or lower. 𝐖𝐡𝐚𝐭 𝐏𝐫𝐢𝐜𝐞 𝐂𝐚𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐄𝐱𝐩𝐞𝐜𝐭? A lot of respected analysts are putting silver’s potential price targets in the 35 USD to 50 USD range for 2025, with some even more bullish scenarios suggesting it could spike as high as 75+ USD in the next few years. - Physical Silver (Coins & Bars): This is most direct way to own silver. There is no counterparty risk but it requires storage and liquidity can be an issue if you need to sell fast. - Silver ETFs ( $SLV (iShares Silver Trust) , PSLV, etc.): Easier to buy and sell compared to physical silver. ETFs can tracks silver prices closely. However, you don’t actually own the silver—just a paper claim on it. - Silver Mining Stocks: Mining stocks offer leverage to silver prices but also higher risk. Look for quality miners and manage the position size to control the risk. Silver has been underperforming for a long time, but all the pieces are lining up for a big breakout in 2025. Rising industrial demand, a supply squeeze, inflation concerns, and geopolitical uncertainty all point to higher silver prices in the coming years. While silver can be volatile, smart investors who build a position gradually—whether through physical silver, ETFs, or miners—could see significant gains if the bull case plays out. --- Thanks for reading --- P/S: This is only my analysis and not a financial advice.

3 Mentioned

SLV

iShares Silver Trust

SILVER

GOLD

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