Silver · Markets · History · Stacking
Research-backed writing on silver markets, monetary history, and practical stacking. No hype. No doom. Just clear thinking about a fascinating metal.
Silver sits at the intersection of constrained supply, accelerating industrial demand, and 4,000 years of monetary history. Here's an honest assessment of the bull case — and the risks.
The essential pieces — start here to build your understanding.
Article · January 22, 2026 · 8 min read
Most Western silver analysis focuses on COMEX and the LBMA. But China is the world's largest silver consumer and runs its own parallel market in yuan. Here's what that means — and why it matters.
Article · January 15, 2026 · 8 min read
Solar gets all the attention. But silver runs through virtually every semiconductor ever made — and the AI boom, advanced chip packaging, and the MLCC explosion are creating a structural demand story that deserves serious attention.
Article · January 8, 2026 · 9 min read
Every solar panel contains silver. As the world installs more renewable energy capacity, silver demand from this sector is growing fast. Here's what the data actually shows — and where the bull case has limits.
Article · November 5, 2025 · 8 min read
Silver's price is set by a complex interplay of futures markets, a benchmark most investors have never heard of, and a physical market where you almost never pay spot. Here's the plumbing.
Article · October 22, 2025 · 14 min read
Before coins, before banks, before anyone had a word for 'currency,' silver was money. This is the story of how one metal shaped civilization's relationship with value — from Mesopotamian temples to modern mints.
Article · October 3, 2025 · 8 min read
Silver is simultaneously the world's most industrially useful metal and one of its oldest monetary instruments. Understanding both roles is the starting point for everything else.
Silver's dollar price is just a number. See what 100 oz could actually purchase across history — from 1792 to today. Real goods, real context.
Try the tool →Focused takes on specific topics — readable in under ten minutes.
Short · February 3, 2026 · 6 min read
Silver hit an all-time high, then crashed 33% in a single day. The headlines focused on the crash. The structural picture tells a different story.
Short · December 18, 2025 · 6 min read
In 1979–1980, two Texas oil heirs came closer to cornering a global commodity market than anyone in modern financial history. Here's the story, stripped of myth.
Short · December 3, 2025 · 5 min read
A practical guide to silver storage: at home, at a bank, at a vault. Covers safes, insurance, tarnish, and the one rule everyone breaks.
Short · November 24, 2025 · 4 min read
Government coins, private rounds, different finenesses, wildly different premiums — here's how to think through the choice for your first (or next) silver purchase.
