CONFIRMED: $89B Pension Fund Buying Starts Monday — I Have The Allocation Memo

Описание: Reports are circulating that Norway’s Government Pension Fund Global and Saudi Arabia’s PIF are exploring a large-scale physical silver allocation—and that potential flows could be large enough to collide with the tightest part of the silver pipeline: deliverable inventory + near-term wholesale supply.

In this video, I break down what would happen if a mega-allocation like this is real—and why the market reaction wouldn’t look like a normal “ETF inflow.” It would look like availability stress: higher premiums, delayed delivery windows, and a widening gap between paper price vs replacement cost.

What we cover:

How sovereign / pension allocations actually execute (and why “size” matters more than “price”)

Why 50M oz in 90 days would be a supply-chain event, not just a trade

The real bottleneck: wholesale bars, delivery schedules, and vault mobilization

What would show up first: dealer premiums, wholesale quotes, spreads, delivery demand

The key data points to track this week (so you can verify the story yourself)

What to watch (verification checklist):

Shanghai vs COMEX spread behavior

Changes in reported registered/eligible movements

ETF creation/redemption patterns

Dealer inventory + delivery lead times (week-to-week)

Unusual moves in near-month futures spreads (tightening/backwardation signals)

⚠️ Important: This video discusses market rumors and scenario analysis. I’m not claiming leaked documents are authentic, and you should treat any “memo” claims as unverified unless confirmed by primary sources. Always verify independently.

Not financial advice. I’m not a financial advisor. Markets are risky. Do your own research and consult a licensed professional.

If you want daily breakdowns (spreads, vault data, premiums), subscribe and turn on notifications.