Weekly Weigh In: Earthquake in Mexico, Swiss Tragedy, Silver Markets Snapped, Repo & Angels Still Around After Christmas?
What a way to start the year… the world literally shook to tell me to get my act together! In all seriousness, a 6.5 rated earthquake hit San Marco, Guerrero, Mexico and it was felt where I was in Mexico City. Quite the alarm clock.
Tragedy in Crans-Montana, Switzerland (VS). Around forty dead and 115 injured, most of them seriously, following a disaster that occurred during New Year’s festivities. According to the initial findings of the investigation, a widespread fire would have caused an explosion, leading to a catastrophic human toll. Rescue services were massively mobilized. The investigation is ongoing to determine the exact circumstances of this tragedy.
Images and videos on the internet show the start of the fire, with small rockets attached to celebration bottles, including champagne bottles being the sole cause of the lethal disaster.
Silver… has gone parabolic. It is now the best performing commodity in all of 2025 and it still is sky high to begin the year… but there’s two parts that I want to comment on that speak to something greater.
First of all, anecdotally, Canada is incredibly sold out. I typically enjoy Silver Gold Bull, who are either completed sold out (giving a notify me when it comes in option), or they have a 3 coins on Pre-Sale, or previously owned silver is for sale–other than that, your options are minimal. Close to where a family member lives, the entire silver inventory is gone, both bars and coins, irregardless of their weight.
Secondly, is the fact that the silver market is being priced differently, depending on the country in question. This is due to premiums, availability of poor incoming supplies and an anticipation of higher costs coming in the near future.
“Silver at $130 in Japan, $106 in Kuwait, $97 in Korea, and “$71” on Western screens is not a market; it is a confession. The numbers read like a crime scene diagram: in the real world where bars change hands and coins disappear into safes, silver has quietly migrated into triple‑digit pricing, while the supposed “global benchmark” in New York and London is still stuck in a fantasyland of leveraged promises.”
This is further complicated by the rumors that bank failures had resulted from elevated silver prices as they were unwinding their short positions to suppress the price. The evidence of this? Check the next point
Fed Reserve just pumped a staggering $31 Billion into the U.S. Banking System through overnight Re Po. This is the LARGEST liquidity injection since Covid and surpasses even the peak of the Dot Com Bubble
Something has snapped… whether it’s the silver market, or perhaps it’s the huge losses that banks were holding on their balance sheet with poor bond performance, or it could be the commercial real estate sector… the fact we don’t know should scare us to take action immediately!
I want to withhold the exact names and details for On The Ball Members, but I’ve recently been investigating some start-up private company plays that I believe are holding some tremendous upside with reasonable price entry points available for you and I. It’s worth mentioning that I believe there are still lots of growth opportunities out there even considering all of the noise and risks, it just requires being very selective and critical. With a longer term time horizon, there could be some excellent opportunities.
Again, Happy New Year!
#StayOnTheBall
