Silver: The SLV Show and Tell

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comBretton Woods Three is a Process, Not an EventToday:* Show and Tell in Silver* Premium: How to Value Gold at bottomYesterday’s Activity:US equities retreated on Tuesday amid concerns about rising oil prices and bond yields.Market Commentary:Silver Show and TellWhy short SLV* Bearish* Arb of Another Venue* Hedging SLV Option length* Taking delivery of physical (and/or unwinding a hedge)* what’s the reason, what’s the risk, whats the back end trade* how would a player prepare the ground for something like that to make sure noone gets in the way.. and to get good levels?* 2011 background: Spread tradingPrice Action* Gold- * Silver- financial short squeeze* Miners- * Oil- * BTC/ETH- * Stocks-* Bonds-* Dollar-Market News: * "Cleveland Fed President Loretta Mester said Tuesday she still expects interest rate cuts this year but ruled out the next policy meeting in May. Source: CNBC* Amazon’s grab-and-go checkout system, Just Walk Out, has been a centerpiece of its ambitions to transform bricks-and-mortar supermarkets.- bodega decentralization, mercantilism, big box death, complexity collapse, and small self sustenance, 15 minute cities* "Oil prices settled higher on Tuesday after a session in which Ukrainian attacks on Russian energy facilities and escalating conflict in the Middle East pushed the Brent benchmark above $89 a barrel for the first time since October. Source: Reuters* "German inflation fell to its lowest level since May 2021, Source: WSJ* Top MSM News LinksGEOPOLITICS* US President Biden criticized Israel for failing to adequately protect civilians and is pushing for an immediate ceasefire as part of a hostage deal,  according to Bloomberg and AFP.* Ukraine bombings are making things difficult for Biden. Zelensky is making play for continued aid.. playing chicken with Biden* Deep divisions between the US and Israel over an operation in Rafah were evident in a virtual meeting between senior officials.* NATO Foreign Ministers will meet on Wednesday to discuss how to put military support for Ukraine on long-term footing including a proposal for a EUR 100bln five-year military fund, according to Reuters.Some headlines via NewSquawk or DataTrekData on Deck:* MONDAY, APRIL 1 9:45 am S&P U.S. manufacturing PMI* TUESDAY, APRIL 2 10:00 am Factory orders Feb, speakers* WEDNESDAY, APRIL 3 10:00 am ISM services March 52.6% 52.6% 12:00 pm, speakers * THURSDAY, APRIL 4 8:30 am Initial jobless claims March , speakers* FRIDAY, APRIL 5 8:30 am U.S. nonfarm payrolls am U.S. unemployment rate Premium: