🧵 THREAD:
This Executive Order isn’t about weapons.
It’s about physical scarcity. 🪙
This Executive Order isn’t about weapons.
It’s about physical scarcity. 🪙
1/
The America First Arms Transfer Strategy isn’t a foreign-policy memo.
It’s an industrial command.
The key phrase isn’t “arms.”
It’s production capacity.
And capacity runs on physical inputs, not paper.
The America First Arms Transfer Strategy isn’t a foreign-policy memo.
It’s an industrial command.
The key phrase isn’t “arms.”
It’s production capacity.
And capacity runs on physical inputs, not paper.
2/
The order explicitly says the U.S. will use foreign money to expand domestic production.
That means:
– new factories
– new lines
– new inventories
You can’t finance that with ETFs.
You need metal.
The order explicitly says the U.S. will use foreign money to expand domestic production.
That means:
– new factories
– new lines
– new inventories
You can’t finance that with ETFs.
You need metal.
3/
Another key word: reindustrialization.
Reindustrialization means:
❌ no just-in-time
❌ no empty shelves
✅ stockpiles
✅ redundancy
✅ physical availability
That’s the opposite of COMEX logic.
Another key word: reindustrialization.
Reindustrialization means:
❌ no just-in-time
❌ no empty shelves
✅ stockpiles
✅ redundancy
✅ physical availability
That’s the opposite of COMEX logic.
4/
The order repeatedly stresses supply-chain resilience and priority components.
Translation:
Some inputs will be treated as non-optional.
If you’re short physical metal into that demand,
price stops matter less than availability.
The order repeatedly stresses supply-chain resilience and priority components.
Translation:
Some inputs will be treated as non-optional.
If you’re short physical metal into that demand,
price stops matter less than availability.
5/
Defense manufacturing is price-insensitive demand.
When the buyer is the state:
– there is no “wait for the dip”
– there is no substitution
– production does not stop
This is the worst environment imaginable for paper shorts.
Defense manufacturing is price-insensitive demand.
When the buyer is the state:
– there is no “wait for the dip”
– there is no substitution
– production does not stop
This is the worst environment imaginable for paper shorts.
6/
Notice what’s missing from the strategy.
There is no talk of:
– futures markets
– hedging efficiency
– price discovery
Because none of that matters when delivery is strategic.
Only who has the metal matters.
Notice what’s missing from the strategy.
There is no talk of:
– futures markets
– hedging efficiency
– price discovery
Because none of that matters when delivery is strategic.
Only who has the metal matters.
7/
This isn’t about war tomorrow.
It’s about preparing for a long rivalry,
where material security beats financial engineering.
That’s why this order targets:
– capacity
– resilience
– physical supply
This isn’t about war tomorrow.
It’s about preparing for a long rivalry,
where material security beats financial engineering.
That’s why this order targets:
– capacity
– resilience
– physical supply
8/
Paper silver works…
until it doesn’t.
Industrial policy doesn’t settle in cash.
It settles in components.
And components don’t come from screens.
Paper silver works…
until it doesn’t.
Industrial policy doesn’t settle in cash.
It settles in components.
And components don’t come from screens.
9/
If you’re holding physical silver,
you’re not speculating on price.
You’re positioning for availability.
And in this environment, availability is power.
If you’re holding physical silver,
you’re not speculating on price.
You’re positioning for availability.
And in this environment, availability is power.
10/
This is why:
– margins rise
– delivery stress grows
– paper volatility increases
The system senses what’s coming.
You can margin paper.
You can’t margin-call scarcity.
🪙🔥
#Silver
#PhysicalOverPaper
This is why:
– margins rise
– delivery stress grows
– paper volatility increases
The system senses what’s coming.
You can margin paper.
You can’t margin-call scarcity.
🪙🔥
#Silver
#PhysicalOverPaper
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