Big Bank Silver Short

Big Bank Tries (and Fails Again?) to Short Silver — What You Need to Know Before It’s Too Late

EDITOR'S NOTES

TD Securities is making another bold move, shorting silver with a shocking $40 price target — despite strong demand, tight supply, and a failed previous short that lost millions. In this article, Frank Balm breaks down what’s really going on, why this could backfire into another silver short squeeze, and why this may be a golden (or silver) buying opportunity for those protecting their wealth outside the system.

🏦 Another Big Bank Takes a Swing at Silver

Well folks, here we go again.

TD Securities — a major Canadian bank — just announced it's shorting silver again, betting that prices will crash to $40 an ounce in the next three months.

That’s a nearly 50% drop from where silver trades today. You’d be forgiven for thinking this doesn’t make a lick of sense, especially when silver just hit record highs near $84/oz and the fundamentals are still rock solid.

But this isn’t just about market analysis — it’s about manipulation, plain and simple. And you’ve got to ask yourself: why are the big boys trying to scare you out of your silver now?

🔁 The First Attempt Already Failed — Badly

Let’s not forget: this isn’t the first time TDS has tried this.

Back in October, they shorted silver right as prices were breaking above $50/oz. That trade blew up in their face, costing them $2.4 million.

Now they’re back at it again — but this time with an even more aggressive position. They’re shorting March silver futures at $78/oz, targeting $40, with a stop at $92.

That’s a tightrope act over a pit of fire.

It begs the question: Are they trading based on fundamentals — or trying to force a price move with paper contracts before the physical market exposes the truth?

💣 The “Reasons” for the Short: Flimsy at Best

TDS is claiming a few things to justify this bearish bet:

  • Index rebalancing in January will supposedly cause a 13% drop in open interest on the COMEX.
  • The rally was “overdone” and prices are due for a correction.
  • The physical supply chain issues are resolving.
  • There may be no tariffs on silver imports, which could “flood” the market with metal.

But let’s break this down.

🔍 Index Rebalancing

Sure, funds rebalance at the start of the year. But a 13% drop in open interest doesn’t automatically mean a 50% crash in price. That’s like saying fewer people at a car lot will cut the value of your truck in half. It’s nonsense.

🪙 “Overdone Rally”

Silver rose due to real pressures: industrial demand, physical shortages, and global dedollarization. That’s not speculative fluff — that’s hard reality.

⚙️ Supply Chain “Fixes”?

Even TDS admits above-ground stocks remain low and mining supply isn’t growing fast enough. Industrial use is increasing thanks to solar, electric vehicles, and electronics.

🧾 Tariff Talk

TDS thinks the lack of tariffs will push physical silver back into the global market. But the U.S. can’t even meet its own silver demand domestically. No matter what happens with tariffs, there is no meaningful surplus.

💥 Could This Trigger Another Short Squeeze?

Absolutely — and maybe even a bigger one than last time.

Think about it:

  • TDS lost millions on their first failed short.
  • The market is now more aware of these paper games.
  • Physical stackers aren’t selling. If anything, they’re buying more.
  • COMEX silver inventories are still in decline.

If the price dips due to manipulation, physical buyers may swoop in, causing supply to dry up and shorts to scramble — a classic short squeeze setup.

🛑 Paper Silver vs. Physical Silver: Know the Difference

This entire play by TDS is about paper silver — futures contracts traded on the COMEX. But here’s the catch:

COMEX silver is like casino chips. The real stuff — physical silver you can hold — is in short supply, and no amount of paper games can conjure more of it out of thin air.

When the rubber meets the road, and people demand delivery — that’s when the manipulation cracks open.

That’s why smart folks aren’t watching the COMEX charts. They’re watching mint inventories, vault stockpiles, and dealer premiums.

📈 What This Means for You: A Silver Buying Opportunity

Here’s how I see it:

  • This is another attempt by the financial elite to shake weak hands and drive silver down before it explodes higher.
  • They're trying to create fear — so they can buy physical on the cheap while you second-guess your stack.
  • But the fundamentals haven’t changed. If anything, the case for silver is stronger than ever.

The people I talk to — folks like you and me — aren’t playing games with futures. We’re hedging against inflation, protecting retirement, and escaping fiat decay.

And when you see a bank making a risky bet right after losing millions doing the same thing, that’s not confidence — that’s desperation.

🔒 Silver: Your Defense Against a Broken System

We’re living through the unraveling of a debt-soaked, dollar-dominated system. Central banks are stockpiling gold. The middle class is getting squeezed. And the cracks in the financial foundation are spreading fast.

That’s why owning physical silver (and gold) is not just smart — it’s essential.

It’s not about price. It’s about freedom.

📢 Final Thoughts — Don’t Fall for the Trap

Don’t let a big bank’s risky bet rattle you. Remember:

  • They’re the ones who lost millions on the last short.
  • They’re betting against fundamentals.
  • And they’re trying to scare you out of real money while the system crumbles.

This could be your signal to buy more — not sell.

👣 Here’s What To Do Next

If you’re wondering what comes next — for silver, for the dollar, and for your savings — start by getting the facts.

✅ If you haven’t started stacking yet — or if you’re thinking about adding more — check out what Dedollarize has to offer:
👉 Browse our silver and gold products

I’m not here to tell you what to do — I’m just showing you what I’m doing. And I’ll tell you this: I’m not selling a single ounce.

Stay alert. Stay independent. Stay stacked.
Frank Balm