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Looking at Silver +160% in 12 months. Jan 1 2026 China Export Control
Right before the end of the year, something caught my attention in the commodity markets. Usually, I am not a big fan of commodities as I ​only invest when there's a commodity super cycle. However, silver has gone up 160% in the last 12 months ​ Why is that? Jan 1 2026 - China is implementing an export license (as a method to control) silver exports. This applies to silver and other precious metals that tech companies need. This would directly target data centers, chips, and electronics. ​Right now, we are seeing a mad rush to purchase silver right before the export control becomes effective on January 1 2026. ​However, as an investor, I don't think it is worth it to jump into silver right now because these policies can change on a whim. For example, China can come out tomorrow and say the export contorl is delayed or it is not as bad as we imagined. ​ But it is important to keep track of this export license control because it might impact the profitability of tech companies (which means the overall market might go down)​​ Cheers, Eric ---- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In January, my goal is to help 25 people without a financial background to master investing through Investing Accelerator. Investing Accelerator is designed for people without a financial background. The goal is to achieve 30% return per year. In the first phase, you will learn long term investing and targeting 30% for tax free compound growth. This will help accelerate your overall wealth. In the second phase, you will learn monthly passive income to provide a more predictable cash flow (target 30% per year) which can cover your expenses. This will help accelerate your retirement goals. Here's a step by step guide on how to join Investing Accelerator for free: https://www.skool.com/invest-retire-community-1699/how-to-join-investing-accelerator-for-free
Understanding Tax-Loss Harvesting (In the USA)
Purpose: Tax-loss harvesting involves selling investments that have declined in value to realize a loss. This loss can then be used to offset capital gains from other investments that have been sold for a profit. By strategically managing these losses, investors can LOWER their taxable income and potentially REDUCE their tax bill. Using my LULU investment as an example. I have 200 shares; 100 shares were purchased (via csp assignment) on 3/25/24 at a $425 strike. Another 100 shares were purchased (via csp assignment) on 9/5/25 at a $240 strike. At Charles Schwab, they offer a feature called “Tax Lot Optimizer,” which is managed as follows: 1) Short-term (1 year and less) first, then long-term (longer than 1 year), 2) From the biggest losses to the biggest gains. I sold a covered call @$187.50 strike, which was assigned on 12/19/25. I have pre-set “Tax Lot Optimizer” methodology for my account, which I later realized was not the best approach because it applies the short-term loss first, which wasn’t my biggest loss; it only reported short-term loss of $5,250 ($187.50 - $240 = $52.50 per share x 100 shares). I spoke with the Schwab Tax Department to clarify my understanding. Consequently, it was redirected to report long-term loss of $23,750 ($187.50 - $425 = $237.50/share x 100 shares). For tax-loss harvesting, our goal is to minimize our loss (in terms of tax liability & giving up as few shares as necessary), so I need to harvest the bigger loss to offset my YTD capital gain. Ultimately, minimize my 2025 tax liability. Tip1: Remember to call your brokerage firm asap and before it settles if you have any questions or changes to be made. In the USA, it is “T+1” which means it settles 1 day after the transaction date. Once the settlement is complete, it is set for tax purposes. Tip2: Long-term capital gain has the lowest tax rate, so I always strategize in a way that will help me to yield more long-term capital gains. In this example, I have a higher probability of capital gain from the $240 than the $425 unit cost. And by 9/5/26, my $240 unit cost shares will become long-term capital gain if I sell them for more than $240.
“Paper” Silver vs "Physical" Silver
- Manipulation of the gold and silver markets by various international banking interests over the past several decades - The ‘City of London’ is no longer the capital of the world’s financial system - Shanghai is competing with London and New York - The massive “leveraged paper” SILVER positions are being obliterated - Some central banks (Russia, China, Saudi Arabia, and India) began adding massive GOLD & SILVER purchases - Trump placed SILVER as a “critical mineral.” - JPM began dumping their short positions and, for the first time in its history, went fully long on SILVER - Big traders started demanding “physical delivery” on the COMEX, instead of cash. SILVER starts flowing from London to New York. - SILVER is now on a trajectory toward real “price discovery.” - “paper” Silver into real physical SILVER. Who knows where it will finally tops?
“Paper” Silver vs "Physical" Silver
#Trump #Bitcoin #Crypto
🇺🇸TRUMP MEDIA added another 450 BTC to its balance.
#Trump #Bitcoin #Crypto
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