| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 2,141 | $21.96 | $47,016 | 1.92% | $20.02 | $4,159 | +9.7% | — |
| HSA | 452 | $21.35 | $9,650 | 8.94% | $22.21 | $-389 | -3.9% | — |
| ROTH | 69 | $21.96 | $1,515 | 0.59% | $14.34 | $526 | +53.2% | — |
| Total | 2,662 | $58,182 | 1.29% | $4,296 | +8.0% | — |
In short: ★ Today's rating change — upgraded to Strong Buy (SB) on the Buy List (lot 08/26/2024 @ $9.82, marked $18.82, +91.65%) — up from the B it was assigned on July 20. The physical-silver vehicle behind the standing "gradually accumulate silver and the miners" stance (constrained supply against munitions / AI-data-center / grid demand pushing the market into a pronounced deficit).
PSLV is a simple way to own silver bullion: the fund holds real bars in a vault, so buying a share is close to owning the metal without storing it yourself. Haymaker bought it in 2024 at under $10 and it has nearly doubled. This week it goes from a plain Buy to a Strong Buy. The reasoning behind the position hasn't changed: silver supply is tight while demand from munitions, electrical grids and AI data centres is rising, pushing the market from surplus into shortage — and after silver's crash from ~$120 to ~$58 earlier this year, sentiment is washed out, which he treats as the time to accumulate rather than avoid.
In short: Referenced by the host: a $18 limit order just filled for him, cited alongside the silver-bottoming technicals.
24:24Now, looking on the technicals, if we look here on the RSI of silver, we've got an RSI of 27, but the price is way up here at 63. Now we go down here and we've got an RSI of 27 again, right? But the price is lower. That's good for finding a bottom. If it makes you feel any better, a limit order just hit for me on the Sprott physical silver trust at $18, which is 50 cents lower than it is right now.
In short: Pulling in capital since the Iran war began — investors choosing funds with direct physical backing over paper proxies; a sign physical silver is winning the flows.
PSLV is a fund that actually holds physical silver bars in a vault (rather than paper contracts). Since the Iran war, money has been flowing into it. Prins reads that as investors voting for the real metal over paper substitutes — a sign that demand for actual silver, the thing that's genuinely scarce, is strengthening.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.