aus einem US-Kommentar:
Silver prices are once again lagging, and while in past times I would view this as a sell signal, I am sticking to my thesis that a "slingshot effect" is going to propel silver through the 2019 high of US$19.75 per ounce, eventually taking the GSR (gold-to-silver ratio) to 70. Looking out to Q4/2020, I see gold at record highs, with my guesstimate at $2,000 per ounce (give or take $50 or so). With a GSR of 70, that puts silver at US$28.57 per ounce. If SLV maintains its 6.6% discount to spot silver, that projects to US$26.68 for SLV, which is why I am long the March $16 calls for roughly 10% of the portfolio (and ahead roughly 25% year to date). |