$36 Silver/$3400 Gold -- A Major Warning Shot

The rally is just picking up steam...

Author

Kerry Lutz
June 13, 2025

Silver is currently trading at $36.13, while gold is up more than $40 today, hovering near $3,425.

A few days of silver going down slightly doesn’t qualify as a pullback, it’s a pit stop.This is capitulatory calm, a warning pulse on the chart—and institutional money is already moving.

🔥 The True Catalyst? Geopolitical Sparks

Acknowledged by the market today:

  • Israel has struck Iranian nuclear sites—real conflict underway.

  • Oil is spiking.

  • Volatility is climbing.

  • Gold surged by over $40—an aggressive institution-scale move.

  • Silver holds at $36.13—not a retreat, but a brace.

This isn’t a market reset.

It’s a market warning siren.

⚠️ Supply Constraints Intensifying

Markets are focused on headlines—but the silver squeeze has been long building:

  • India imported over 70 million ounces in Q1.

  • U.S. Mint may soon start rationing Silver Eagles again.

  • 1,000 oz bar delays still common, premiums remain.

  • Year-to-date pricing still above $36, signaling structural tightness.

This is more than trending—it’s a deficit crisis waiting to be priced in.

📚 Midway Reality Check:

If you're trying to understand how cycles, war, inflation, and political hubris converge—

Read the book the financial elite don’t want you to see.

🔎 The World According to Martin Armstrong

Based on over a decade of interviews, this is the raw, unfiltered look into the man who saw it all coming. From global debt spirals to AI forecasting and sovereign collapse—this book lays it bare.

🧠 Paper Price vs Physical Reality

COMEX and paper speculators are echo chambers. But the physical market is waking up:

  • Silver is disappearing into industrial use, hoarding, and stacking.

  • Premiums confirm the disconnect—real demand is eating real supply.

What you see on charts is half the story.

The other half is people physically securing the metal.

⚙️ Industrial Demand Is Exploding

Silver isn’t just a hedge—it’s a core industrial asset:

  • Drives electric vehicles and solar expansion

  • Powers AI servers and 5G infrastructure

  • Supports defense, semiconductors, and medical systems

Max silver output is stagnant. New mines? Not coming fast.This isn’t bullish—it’s fundamentally unsustainable at current prices.

📉 Where the Ratios Are Headed

  • Gold near $3,425, silver at $36.13 = ratio ≈ 95:1

  • Historic crisis compression = 40:1 or lower, implying $85+ silver without a panic bid

This isn't a moonshot forecast—it's mean reversion in crisis mode.

📘 Bottom Line: $36.13 Is a Signal, Not a Ceiling

Don’t sit this out waiting for a “cleaner entry.”This isn’t a top—it’s a pause before acceleration.

Smart money isn’t hesitating.They’re securing metal now.You should be asking yourself why you're not doing the same.

🎯 Final Word:

You want answers? Patterns? A framework that explains what the hell is going on?

📖 The World According to Martin Armstrong isn’t just a book. It’s the lens you need to understand the next 10 years.

Find out why his models were banned from public use.Why governments feared his forecasts.And why his cycle theory is playing out—again.

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