swq23
01-09

So the Bloomberg Commodity Index (BCOM) is rebalancing from Jan 9-15, and it's gonna cause some selling pressure on silver. Apparently, like $7.7 billion worth of silver could get sold off, which is a lot! This has already pushed silver prices down 3%, and people are wondering if it's a good time to buy.

The thing is, if the selling is just because of this rebalancing thing, and not because of anything fundamentally wrong with silver, it might be a good opportunity to scoop up some silver at a discount. Especially since gold inventories are kinda tight, so prices might swing pretty hard.

If you're thinking of jumping in, just be careful and don't go all-in. Keep an eye on what's happening with the rebalancing and how prices are moving. And yeah, maybe set some limits so you don't get caught off guard.

Gold & Silver Volatile at Highs: "Fear Money" Looks for an Exit?
While GLD sentiment dipped slightly (-8%), AGQ and SLV remain active. Markets are beginning to price in a potential "de-escalation," leading to profit-taking after gold hit all-time highs. However, silver is outperforming gold, supported by industrial demand (specifically AI server cooling components). JPMorgan warned that if the US-Iran conflict does not expand further, the short-term geopolitical premium could retraced by 3-5%. Is now the take-profit timing? What's your PT for gold and silver? Will "Gold-to-Silver Ratio" cause silver to outperform gold in the second half of 2026?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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