@PeterLBrandt to @ferexposito: SLV is just a combination of futures contracts, while PSLV is based on physical silver.
See original
@ferexposito SLV is just a combination of futures contracts. PSLV is based on physical Silver
Reasoning: Fundamentals
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SLV
iShares Silver TrustPartly aligned
Stance mix of tracked accounts 2 accounts mentioned it · latest post counts
BullishNeutralNo stanceBearish
Bullish
1
Neutral
1
No stance
0
Bearish
0
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @TaviCostaViews › | 1 | 0 | 0 | 0 |
| @PeterLBrandtViews › | 0 | 1 | 0 | 0 |
Consensus and splits Reasons (analyst tagged) and views from the past 14 days
Bull case
- 1Macro
- @TaviCosta: @TaviCosta: gold is already back to pre CPI levels, yields are rolling over and the dollar is starting to follow, which could be very constructive for precious metals.
Bear case
- none
Partly aligned. No clearly opposing views so far.
Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
The Factor Report @PeterLBrandtViews ›
@PeterLBrandtViews ›Neutral First call
Fundamentals · @PeterLBrandt to @ferexposito: SLV is just a combination of futures contracts, while PSLV is based on physical silver.
@PeterLBrandt to @ferexposito: SLV is just a combination of futures contracts, while PSLV is based on physical silver.2026-10-16 10:49 HKT Original post ↗
Tavi Costa @TaviCostaViews ›
@TaviCostaViews ›Bullish First call
Macro · Medium term · @TaviCosta: gold is already back to pre CPI levels, yields are rolling over and the dollar is starting to follow, which could be very constructive for precious metals.
@TaviCosta: gold is already back to pre CPI levels, yields are rolling over and the dollar is starting to follow, which could be very constructive for precious metals.2026-10-15 12:26 HKT Original post ↗
Background How the narrative evolved over time, for context on current views
By week Last 4 weeks
- 10/11–10/17 · 2 posts · Bull 1 / Bear 0@TaviCosta: @TaviCosta: gold is already back to pre CPI levels, yields are rolling over and the dollar is starting to follow, which could be very constructive for precious metals. (Bullish)
- 10/4–10/10 · 0 posts · Bull 0 / Bear 0No discussion
- 9/27–10/3 · 0 posts · Bull 0 / Bear 0No discussion
- 9/20–9/26 · 0 posts · Bull 0 / Bear 0No discussion
Key views and how they evolved Newest first
@TaviCosta: gold is already back to pre CPI levels, yields are rolling over and the dollar is starting to follow, which could be very constructive for precious metals.
See original
And just like a beach ball held underwater… Gold is already back to pre-CPI levels. Yields are rolling over. The dollar is starting to follow. This could turn very constructive for precious metals. https://tavicosta.substack.com/p/silvers-moment?r=2m39jp&utm_medium=ios
Reasoning: Macro · Medium term
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.