Tag: Electric Vehicles

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Larry Simon

The Silver Thesis: Supply deficit, industrial surge, undervaluation

The “Silver Thesis” is a multi-layered investment narrative that combines fundamental supply-demand imbalances with a critical view of historical price dynamics. In the current market (2024–2026), this thesis has shifted from a speculative theory into a data-driven outlook. Below, we share the key pillars of the silver thesis and the

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Newsletters
Larry Simon

A look at the Gold and Silver Charts (24.07.2025)

The panic by the Trump administration over the growth and expansion of the BRIC’s system I believe, is justified from an American viewpoint.  I do not believe that the tariff of 10% on BRIC’s aligned nations will stop the process at all. When we look at why an alternate non-dollar

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