Commentary About Gold Silver Bullion Offshore Storage | SWP Cayman

Industry Commentary

Read commentary from industry experts and SWP's feature writers.

For the Following Author: Jeff Clark

May 10, 2021

We update our charts every year on how many ounces of gold and silver it takes to buy a house in the US. It’s an exciting thought, to potentially be in a position to buy a home with just your stash of bullion, a possibility that seems increasingly likely given the bloated nature of the housing market vs. low gold and silver prices. However, after reviewing the latest update, Mike Maloney thought it looked off—and after some digging we discovered what it was. It’s not an error, but in past charts we used the “average” US home price, and Mike wanted to look at the “median” home price instead. Why median instead of average? Here’s a simple example…

Apr 26, 2021

Looking at the silver market over the past 50 years reveals some very clear tendencies. Tendencies so strong, in fact, that we can reasonably predict what’s ahead for the price. Here are five realities about silver that, based on history, point to what’s coming for one of our favorite monetary metals…

Apr 12, 2021

The big story in Q1 was the sharp rise in bond yields, putting pressure on gold and silver prices. But as the world begins to transition from pandemic to recovery, new potential catalysts emerge for precious metals. Our ITV report looks at the performance of precious metals and other major asset classes during the first quarter of 2021, along with a review of the conditions that are likely to impact them as the year progresses.

Mar 31, 2021

We all know silver is a small market and therefore volatile. We also know it outperforms gold. And if you’ve participated in one of its spikes, you know the gains can be both quick and breathtaking. But what some investors may not be aware of is that those spikes have historically not lasted long. The bull market may last a long time, but the big spikes are usually short-lived. Silver can be a lot of fun when it goes vertical, but those vertical slingshots have typically not lasted long. I think this “DNA” aspect of silver is important for investors to be aware of.

Mar 29, 2021

Ready or not, a higher cost of living is dead ahead. Many things we buy are already more expensive—gasoline, computers, cars, and houses. And prices won’t cool off anytime soon, since manufacturers are reporting shortages of raw materials… shipping container costs have tripled over the last year… and many commodity price charts look like a Bitcoin chart. Investors are taking notice, too… measures for inflation expectations have spiked, Google searches for “inflation” are at the highest level since Google’s inception, and a number of prominent analysts and economists have issued warnings. It seems clear that we’re about to enter a new “inflation era.” If that’s the case, how does one prepare their finances? How bad could it get? And won’t the Fed keep it under control? This article covers five inflation realities that are about to materialize. They’re all based on history, and will directly impact both your wallet and portfolio. See if these messages from history help you prepare for the coming inflation era…

Mar 18, 2021

When the topic of a stock market crash comes up, the #1 question we get from gold and silver investors is this: won’t gold and silver crash, too? And if so, should I sell my bullion now and rebuy after the crash? It’s an important topic, because while Mike and I are convinced gold and silver are headed much higher, one’s strategy can impact how much they profit. Or how little. We don’t know how big a crash might be, and we don’t pretend to know the timing, but let’s look at the best ways for gold and silver investors to prepare for this likelihood. The best place to start is by asking this question…

Mar 1, 2021

Silver outperformed gold last year, and has so far this year, too. The gold-silver ratio has fallen from 123 last March to 64 today. Silver’s 12-month performance is also strong, up about 60% since last February 28. And yet, silver remains one of the most undervalued investments that can be bought today. Regardless of what asset class you compare it to, silver offers better value to investors right now than almost anything else. That’s because it is one of a few assets that are still priced below their 1980 high. An asset should obviously appreciate in price over a 41-year period—especially one with monetary qualities—but at this moment in time, silver has not. The following charts will show just how undervalued silver truly is…

Feb 19, 2021

Do you own the “junk bond” fund of the silver industry? You know, the fund that has numerous structural risks that could easily blow up in a crisis… The one that admits it may be unable to acquire sufficient physical silver for the fund… Concedes its share price may not always match the silver price… And altered its prospectus in numerous ways in response to the silver short squeeze movement, all of which protect the fund and not investors? As bad as all that is, there’s something else you need to know about SLV and other bullion ETFs… It’s something few investors are aware of, but if you’re an investor who wants to maximize their profit you need to know. Because it will, without a doubt, reduce how much you’ve earned by the time you sell…

Feb 11, 2021

Bullion ETFs have language that details these risks, and allows for these and other exemptions. Since a shareholder doesn’t own gold but instead just shares in a trust, ETFs introduce a slew of risks that aren’t present if one simply buys gold bullion. It would be quite concerning to see the NAV (Net Asset Value) of the fund you bought separate from the price of gold—but this risk has already occurred in other ETFs… During the market crash in March 2020, a fund of gold producers (GDX) did not track its NAV and sold for less than the value of the underlying assets. It was ultimately resolved, but it showcased the vulnerability that paper representations carry vs. real assets. Here’s why we—as huge fans of your revolutionary ideas—urge you to consider buying real metal. It all centers around these two words…

Jan 29, 2021

Feeling cooped up? Tired of lockdowns and shutdowns and your favorite restaurants being closed? Me, too. It feels like this will last forever, but sooner or later things will begin to reopen. It will be a new normal, and the process may be rocky, but at some point broad economic activity will pick up steam. And when the re-openings accelerate, I think the silver price will, in short order, begin to spike, too. What is the connection between re-openings and a higher silver price? Here’s the link as I view it, see what you think…

Subscribe to our Free Newsletter

We will use your information to send you our quarterly newsletter, product promotions and company alerts by email.