Financial markets like COMEX operate on paper contracts rather than physical metal, creating a disconnect between quoted prices and actual supply. This paper-based system allows institutions to create unlimited contracts, manipulate prices, and rehypothecate assets, while physical precious metals like gold and silver have real industrial demand across dozens of sectors. The key risk is that paper assets can be inflated away or manipulated, whereas physical assets cannot be hacked or digitally traded away, making them more reliable for long-term wealth preservation.
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"99.9% Of People Will LOSE Their SILVER" | Lynette Zang Gold And Silver Price Prediction 2026Added:
They don't say this is a spot gold contract, they refer to it as gold or silver. How can the COMEX have 1 oz of silver when there's been $10 arbitrage for months? Cash can be inflated away.
>> Right. It's a debt instrument. Look on the bill of the US dollar, the Federal Reserve is a private corporation and a note is a debt instrument. [music] Like BlackRock just recently bought a private equity company.
>> So, whether those are stocks, bonds, mutual funds, ETFs, cryptocurrencies, [music] all of that is intangible. BlackRock has executed one of the most aggressive buying sprees in financial history. AES Corp [music] for physical energy infrastructure, GIP for global infrastructure, Elm Street for their commercial real estate, and [music] HPS Investment Partners. Those trading revenues at JP Morgan Chase are awesome.
All those trading revenues, which are what banks count on to make their money.
INMC 6063.
Lynette, serious question. How can the COMEX have 1 oz of silver when there's been $10 arbitrage for months? This makes no sense to me. I'm beginning to think the COMEX is neighbors with Fort Knox. Yeah, they are. And actually, that was one of the holes and I told you this >> Right. that I promise you cuz I realized that you guys don't really understand the spot market. So, we're talking about COMEX. So, next week, I promise you and we and we may even just do that on the live, where I'm going to show you the truth about the COMEX and how you know that it's the truth. And remember, I give you links to everything. So, follow those links because you're right, it makes no sense, but it's simple, really, because the COMEX is all about contracts.
Whether it's one contract that controls 500 oz or 250 oz. And of course, they want to democratize the markets, which means transfer the risk to you. You can buy 1 oz contracts now, right? So, if you can just have one week worth of patience, unless something major happens between now and next Tuesday, you know, then we'll we'll I will explain it and I will show you and I will give you links so you can do your own follow-up with that. Because this is really important for you to know. How many times can you be lied to when you do not know the truth?
>> A $10 spread should never linger in a market that claims to be functioning normally.
As Lynette Zang points out here, the deeper issue is that most investors still confuse paper settlement with actual metal availability.
COMEX can appear liquid because contracts trade faster than delivery is ever demanded, which keeps the pricing illusion alive. When risk gets pushed down to smaller buyers, institutions preserve flexibility while retail inherits uncertainty. That gap between quoted supply and real supply is where confidence usually breaks first.
Next, Lynette Zang unravels why that pricing structure survives longer than most investors expect. Yeah, exactly.
And it's it's like you said, it's a manipulated paper market. If there's nothing physical backing it, they can re-hypothecate it, they can suppress the price, they can do whatever they need to do to simply just, you know, serve their best interests, not ours. Exactly. And you have to be smarter than them. And that is our goal. My personal goal for years has been to translate this financial noise into understandable language so that you can make educated choices that put your best interests first.
So, this one's yours, Kenneth. Okay.
Yeah, we've got Lou Brock 1550 says, "Crypto and Bitcoin are now risky.
I watched a video yesterday that stated it can now be hacked by AI. What can't be hacked is physical precious metals held in your own possession." Um and yeah, I mean, what I would say is, you know, it's it's not even that it's now risky, it's inherently always been risk. Um one of the like most eye-opening things that you've ever shown me is when you take the NSA white paper on how to make a mint from what was that, the '80s?
>> '96.
>> sorry, '96.
>> '96, 1996. But wait, that does mean they were working on it in the '80s, but it was published in 1996.
>> And then you look at the white uh white paper for Bitcoin, which was released in January of 2009, right after the Great Financial Crisis, they're the same thing. They're literally talking about the same exact concept. And so, this has always just been another form of uh manipulation by Wall Street, by these uh companies that, you know, I mean, how much how much Bitcoin does BlackRock have? And now they can you can invest in the, you know, Bitcoin through them. It's it's always been just a vehicle of uh them again serving their own best interest and taking away our ability to even now hold our wealth in the form of cash. Right.
>> And it's not just cash because cash can be inflated away. It's a debt instrument. Look on the bill of the US dollar Federal Reserve note. The Federal Reserve is a private corporation and a note is a debt instrument. And so, when you're talking about any companies like BlackRock just recently bought a private equity company, Yeah. right? And their goal is to expand into private equity, but gee, uh not that long ago, I mean, a couple weeks ago actually, just before I left for my vacation, for the trip to Australia, my vacation, they were limiting withdrawals in their private equity holdings.
Yeah. But wait, we'll get it in retirement plans. You know, a properly diversified portfolio, and especially if you're going to have intangible assets. Investors often treat digital convenience as safety when the two have never meant the same thing.
As Lynette Zang points out here, the concern is not whether crypto suddenly became risky, but whether people ignored the structural risk from the beginning.
Since 2009, large institutions have steadily moved from dismissing digital assets to packaging them for public ownership once control became possible.
That pattern matters because financial products often become mainstream only after insiders secure their advantage.
The danger usually appears after trust replaces scrutiny. Next, Lynette Zang discusses how ownership itself is being quietly redefined for ordinary investors.
>> So, whether those are stocks, bonds, mutual funds, ETFs, cryptocurrencies, all of that is intangible.
If you're going to have that, you need some hard assets, sound money to properly diversify that portfolio.
So, yeah, this cannot be hacked, but what they do is they use the COMEX, going back to the first question, they use those paper contract markets to manipulate the visible price. They don't say this is a spot gold contract, they refer to it as gold or silver. And they can make as much of it as they want to until they can't. Remember, this whole thing is a big con game.
And every con game requires confidence, and that confidence, I, you know, I haven't been able to really bear with me cuz I I did just get back a couple days ago. Um but it looks like small business confidence is down. It hasn't broken the levels yet. I did glance at that. Consumer confidence, inflation expectation, all of these things are working against the system, but they're all telling the same story.
Yeah. And that's really that the public is losing confidence.
>> Right. Markets rarely fail because of one event. They weaken when confidence erodes in several places at once.
As Lynette Zang points out here, paper pricing only works while investors believe every claim still connects to something tangible underneath.
Consumer confidence and small business sentiment have both softened in recent quarters, and that matters more than daily price moves. When inflation expectations stay elevated while trust declines, investors begin questioning the entire framework behind valuation.
That is usually when defensive positioning starts before headlines admit the shift. Next, Lynette Zang shows why confidence may now be the most important asset in any market.
>> Yeah, and I mean, we're not even that that far into these rising gas prices, which affects all of that, too. Um and yeah, we'll have to see how that continues to go. I mean, it's it's a a whole thing like when we're at the end of a currency's life cycle, how everything plays out. It's not just a snap of the fingers overnight, you know?
It takes time. Right. And and no matter what happens, even if if the war against the Ukraine at between Russia and Ukraine was over, if the war in the Middle East was over, the damage that's been done to the infrastructure and to the confidence, >> Right. that doesn't go away just like that. You know, this is a trading market.
This goes back to that other question about the COMEX exchange, but even all the NASDAQ, the S&P 500, all of these exchanges, what are they moving on? I mean, when I looked this morning, they were very close to all-time highs.
>> Right. Yeah.
What difference does it make? And hey, those trading revenues at JP Morgan Chase, those trading revenues were awesome.
Record highs can hide fragility when the cost of living keeps rising underneath them.
As Lynette Zang points out here, higher fuel prices eventually filter through transport, food, and business margins, even when indexes still look healthy.
The S&P 500 can sit near highs while household purchasing power quietly moves in the opposite direction.
That divergence matters because markets often celebrate liquidity long before they price in economic exhaustion.
Trading desks can thrive during volatility while long-term investors absorb the hidden consequences later.
Next, Lynette Zang talks about who really benefits when financial markets reward instability more than stability.
We'll be looking at the OCC report on derivatives.
>> Oh, yeah. And you know, with all those trading revenues, which are what banks count on to make their money. This is just a big trading market. Don't be fooled by the lies.
>> Yeah. Yeah, the the Q1 report for 2026 with the OCC is yeah, like very interesting cuz you start to see how these banks actually operate with one another. That's really where where the interesting part comes in. Yeah, they could take they they have our deposits, but how do they deal with one another?
And how is is that how is that how they really make their money, right? How do they really do that? But you brought up their deposits, right? And I I I think it's City, but don't hold me to that. It could be PNC. Somebody that I was listening to and I grabbed it. I just haven't had a chance to look into it was looking at buying one of the commercial banks was looking at buying a large regional bank bank for its depositor base. Wow. Because that's cheap funding for them. Your deposits fund their trading. Yeah. Right? And they can create as many of these contracts, an unlimited amount of contracts. There's no limitations.
In the physical world, there are limitations. And I don't care how much there are, there are still limitations.
So, just don't be fooled because the cryptocurrencies and Bitcoin, I believed it from the minute I saw it and I believe it today is a Trojan horse. When they make these transitions from this current debt-based paper paper system into a fully digital system, which this is That's the rendition of a Bitcoin. It's it's garbage. It's designed to look like this.
>> to trick you with this to think, "Oh, look at it. It's gold." And you you can touch this coin, but Well, it's not real. That's just That's just a physical representation, right?
>> Don't be fooled. It's a Trojan horse.
Absolutely.
So, Kenneth, um that's what it says on here. So, I was just reviewing BlackRock's capital deployments for Q1 of 2026, and there's a huge glaring contradiction >> [gasps] >> on their balance sheet right now that every steward in charge of a legacy needs to look at very closely. Most depositors still think their savings sit idle when banks often treat them as fuel.
As Lynette Zang points out here, the real story is not just trading profits, but how institutions use ordinary deposits as low-cost leverage inside a much larger system.
The first quarter of 2026 banking data may reveal more about interbank dependence than public earnings headlines ever show.
That matters because balance sheet strength can look solid until liquidity suddenly becomes scarce.
Investors should watch funding sources, not just profit margins.
Next, Lynette Zang unravels the contradiction buried inside institutional balance sheets.
I'll make sure that you send that to me and I'll pull it up and I'll take a look at it, too. Mhm. If you follow us follow institutional money, you know that over the last 18 months, BlackRock has executed one of the most aggressive buying sprees in financial history. AES Corp for physical energy infrastructure, GIP for global infrastructure, Elm Street for their commercial real estate, and HPS Investment Partners. In total, they have Take it. Look at what a good job you've done. Thank you so much. In total, oh, is this Are these your notes?
>> Mhm. Oh.
It's okay.
>> [laughter] >> Go for it. No, no, go right ahead. No, you keep going cuz that was That's great. I'm like, thank you for doing all of this great work. Yeah, no, [laughter] it's so it just was to show cuz it's to your point with the BlackRock and assets under management and why these companies buy other companies, how they just look at the balance sheet to add to their own position. It's not about helping us, right?
>> When asset managers start buying infrastructure instead of just stocks, the message is usually bigger than the headline.
As Lynette Zang points out here, BlackRock's acquisitions over the last 18 months suggest institutions are shifting toward control of real-world cash flow, not just paper returns. Power grids, commercial property, and private credit can provide pricing power when markets become unstable.
Retail investors often hear these deals framed as growth, but they can also reflect preparation for a slower financial cycle.
Balance sheet expansion sometimes reveals fear more than confidence. Next, Lynette Zang shows why those purchases may carry more hidden leverage than investors realize. Right. And it is also taking on a lot more debt and a lot more leverage. And when things go south like we've seen recently with BlackRock, right? And the And all of this private equity. And And their goal is to be the private equity. They want to own private equity just like to your point, they own everything else. Yeah, and that's that's what these acquisitions are about. I mean, they're they're they're procuring power grids. They're getting commercial land, heavy infrastructure, even even like transportation networks, right? So, on paper, it just kind of looks like maybe aggressive institutional expansion. Monopoly.
Can you say monopoly?
Exactly monopoly. But what that's really them doing is in essence taking the debt on, being more cash light, and what are they doing? They're walking out the back door with the hard assets, Right.
>> with infrastructure, with you know, digital assets, the crypto, everything, and they're chaining the fire exits on the people that are in that H fund where they're they're capping redemptions. The most dangerous leverage is often hidden behind language that sounds sophisticated.
As Lynette Zang points out here, institutional buying can look strategic until investors notice the debt load quietly rising underneath the expansion.
Firms accumulating infrastructure and private assets may appear stronger, yet reduced liquidity can become a problem the moment redemptions accelerate.
That matters because restricted withdrawals are often the first signal that control is shifting away from shareholders.
Many investors only see the acquisition headlines, not the funding strain behind them. Next, Lynette Zang unravels what happens when ownership grows faster than available cash. People are saying, "Hey, I'm worried about what I'm seeing here.
I want to get my capital out." And they're saying, "Yeah, too bad." Yeah.
Too bad, so sad. So, don't be fooled.
You know, this silver used in 36 different sectors of the global economy.
Gold used in 33 different sectors of the global economy.
This stuff, this paper stuff, one sector of the global economy except a lot of trading, right? So, if they say no, if the market say no, it's intangible.
Yeah. What can you do? There's nothing you can do.
This is safety. This is liquidity. This is the broadest base of demand and the broadest base of functionality. This is a big fight. That's what you need. Yeah, and you know, to your point, too, about a lot of trading with this stuff.
When you look at like the M2 money supply, Mhm. in your I guess all your expertise, would you look at it as like a a kind of like a game of hot potato? Liquidity feels permanent right up until someone tries to withdraw it at the same time.
As Lynette Zang points out here, the difference between a tradable asset and a usable asset becomes obvious only when markets stop cooperating.
Gold and silver have industrial demand across dozens of sectors, while many financial products depend almost entirely on confidence and constant trading.
That distinction matters when M2 expansion keeps pushing more money into fewer trusted places.
Investors should always ask what remains valuable when excess gets restricted.
Next, Lynette Zang discusses why money supply can quietly amplify systemic fragility.
Who is going to be holding the most of this when that fuse goes off? Who's going to be holding not so much this, but it's all of the debt and leverage on top of this, which is debt and leverage to begin with because that's it's corporate debt.
>> Correct. And and by the way, I don't think you've seen this yet, but this very complicated chart that I came across from uh the central bank showing the birth of the system and how corporate debt was actually turned into the money supply.
Kelly just finished doing that because it was as clear as mud. It was it was hard to read. It was cuz it was a very old document. But, I'll be doing something on that, and I think you'll find that extraordinarily interesting.
The time to be in debt is not now. This is the time to be in savings and in safety, and that's what gold is. And if you're not, you're losing your freedom because that's the whole point. Right.
>> risk is rarely the visible asset because it usually sits beneath a much larger debt tower.
As Lynette Zang points out here, corporate credit has become so embedded in the system that many investors no longer separate money from leverage.
That matters in 2026 because higher refinancing costs are forcing weaker balance sheets into a harsher rate environment. When debt itself behaves like currency, any loss of confidence can spread faster than most portfolio models assume.
Preserving flexibility may matter more than chasing return right now. Next, Lynette Zang shows how debt quietly became the foundation of modern money.
Yeah, and and the the go back to our strategy, too.
The one of the most integral parts of the strategy is using this to pay off that fixed rate debt when they do that first overnight revaluation. So, that way you're not caught up in the restructuring of debt that banks do, financial institutions do.
>> Exactly. Because it's never in your best interest. It wasn't in 2008, and it hasn't been since then or or ever.
>> Yeah, oh, never, right? If you're the the way I look at it is there's always going to be somebody who stands to gain and somebody who stands to lose, and if you have no power over what is being done, you're the one that's standing to lose. But, with with this, with real sound hard money, you're the one that has the power because this cannot be inflated away. It cannot be traded digitally back and forth. You are the sole owner of this asset once it's in your possession. Exactly. Yeah. Exactly.
Very good point. Debt only feels manageable until the institution holding it decides to change the terms. As Lynette Zang points out here, financial restructurings have historically protected lenders first, not households trying to preserve stability. The lesson from 2008 was not just that markets can break, but that control usually stays with the party writing the contracts.
For long-term investors, ownership matters because assets outside the banking chain can reduce exposure to policy decisions made overnight. That difference becomes critical when liquidity turns political instead of financial.
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