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Failure to Deliver: The Setup for $100 Silver

Silver’s bull market is no longer just a rally — it’s a structural shift. For the first time in history, silver has held above $40 for more than 20 straight trading days, a streak that eclipses both the 1980 hyperbubble and the 2011 run. 

But as Mike Maloney warns in his latest update, the real story isn’t just the strength of this rally — it’s the fragility of supply. A single “failure to deliver” could cause silver to gap higher, skipping entire price levels overnight. 

Let’s break down the key insights from Mike’s analysis. 

The $100 Overnight Risk 

“If there’s a failure to deliver, it might be at $55,” Mike explains. “And you wake up the next morning and suddenly it’s above $80… or even $100… with no chance to buy in between.” 

Unlike stocks or real estate, precious metals don’t always move gradually. In a true panic, silver can simply reprice overnight, leaving unprepared investors locked out. 

Global Liquidity: A $3.5 Trillion Tailwind 

Mike cites analyst Bill Halter, who believes a failure to deliver could occur within the next few delivery periods — potentially before year-end. Why? Because global capital flows are massive compared to the available supply of silver. 

  • The U.S. alone has $20 trillion in liquid capital. 
  • Just 1% of that — $200 billion — could overwhelm silver at current levels. 
  • Globally, when stocks, bonds, and currency markets are factored in, the number jumps to $3.5 trillion that could chase precious metals. 

At today’s supply, there simply isn’t enough silver to absorb even a fraction of that demand. 

History Rhymes: 1980 vs. 2011 vs. Now 

Mike compares today’s setup with past peaks: 

  • 1980: Silver spiked above $40 for just 8 days, a short-lived hyperbubble fueled by a handful of players. 
  • 2011: Silver managed 17 consecutive days above $40, but gold didn’t peak at the same time — a sign the move was more speculative than fundamental. 
  • Today: Silver has already logged 20+ days above $40 with no signs of exhaustion, while the gold-silver ratio signals silver remains a bargain. 

This isn’t just another spike — it’s sustained momentum with broader participation. 

Why October Could Be the Trigger 

October is historically infamous for financial crashes, from 1929 to 2008. Mike warns that with markets already on edge, this October could be the moment silver’s “failure to deliver” risk collides with broader financial stress. 

In that environment, technicals like “overbought” readings don’t matter. Panic buying takes over, and silver — like gold — plays by its own rules. 

Final Thoughts 

Silver’s rally isn’t just another spike — it’s a structural shift with history, liquidity, and supply all colliding at once. The longer it sustains above $40, the greater the odds of a sudden revaluation. And if delivery failures hit, the market won’t move in steps — it will leap. 

Investors who wait for confirmation may wake up to $80 or $100 silver with no chance to buy in between. 

👉 Don’t get caught off guard — watch Mike Maloney’s full silver update now. 

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People Also Ask 

What does “failure to deliver” mean in the silver market? 

A failure to deliver happens when sellers can’t provide the physical silver promised in contracts. If this occurs, prices may gap higher overnight, skipping entire levels like $60 or $70 and re-opening above $80 or even $100. Watch Mike Maloney explain the risk here. 

Could silver really jump to $100 an ounce overnight? 

Yes — Mike Maloney warns that a supply squeeze could cause silver to reprice instantly. Unlike gradual stock moves, a delivery failure could push silver from $55 to $100 before markets reopen. See his full silver update on GoldSilver. 

Why is global liquidity important for silver prices? 

Trillions in global capital could flow into precious metals during a crisis. Even if just 1% of that money chases silver, supply would be overwhelmed, fueling explosive upside. This is part of the reason why Mike expects silver to outperform gold 4-to-1 going forward. 

How is today’s silver rally different from 1980 and 2011? 

In 1980, silver only stayed above $40 for 8 days. In 2011, it managed 17 days. Today, silver has sustained 20+ consecutive days above $40 — showing stronger, broader momentum. Mike explains why in this recent video. 

Why is October a critical month for silver investors? 

October is historically linked to major financial crashes, from 1929 to 2008. With silver already at record strength, Mike Maloney warns this October could bring the trigger event that sends prices surging. Watch the full warning here. 

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