top of page
All Posts
Silver Price Divergence: What the China Premium Is Signaling—and How Investors Should Read It
Executive Summary Over the past several weeks, physical silver prices in China have traded at a persistent premium of approximately $8–$12 per ounce over U.S. spot prices. This divergence is not arbitrary, speculative, or accidental. Historically, sustained regional premiums in physically settled markets have preceded major upward repricing events in Western paper-dominated markets. This paper explains: Why this divergence exists Why it matters now Which market typically a
jeter795
6 days ago3 min read
Silver Above $90: Why a Pullback Wouldn’t Break the Thesis — It Would Confirm a New One
With silver now trading above $90 per ounce , it’s natural for a new question to surface: what happens next? More specifically, could silver retrace — and if it does, what would that actually mean? To understand this moment, it helps to step back from day-to-day price moves and think in terms of market regimes rather than headlines. From Old Ranges to New Bands For decades, silver lived in a familiar world. Prices oscillated between roughly $30 and $50 , with $50 acting as
jeter795
Jan 143 min read
Silver Above $90: Why This Move Was Forecast — and Why the Story Isn’t Over
Just a short time ago, silver trading above $90 an ounce would have sounded extreme to most investors. Today, it’s simply the market doing what markets eventually do: reprice reality . This move didn’t come from hype or speculation. It came from fundamentals that were visible well in advance — and from the discipline to act before they became obvious. Why Silver Is Rising Now Silver sits at the intersection of two powerful forces: money and industry . On one side, it has alw
jeter795
Jan 142 min read
From Price Suppression to Strategic Repricing Gold, Silver, and the Irreversible Shift Now Underway
For most of modern financial history, gold and silver were analyzed through the same narrow lens: price cycles, inflation hedges, investor sentiment, and speculative flows. That framework worked—until it didn’t. What we are witnessing today is not a rally, a squeeze, or a speculative phase. It is a regime change —a structural repricing driven by physical constraints, sovereign demand, and the breakdown of assumptions that underpinned paper-based commodity markets for decades.
jeter795
Dec 27, 20254 min read
Gold & Silver’s Record Surge: What’s Really Driving the Move — and What Investors Need to Know
December 25, 2025 Gold and silver have just closed one of the most extraordinary years in modern financial history. Headlines are shouting “record highs,” social media is overflowing with price charts, and speculation is everywhere. But beneath the noise, something far more important is happening. This is not a collapse narrative . It is not a crisis-only trade . And it is certainly not just momentum chasing. This is a structural repricing — and it deserves a clear, grounded
jeter795
Dec 25, 20253 min read
From Sound Money to Stable Homes: Why Gold-Backed Housing Is a Development Model Worth Exploring
Across much of the world, housing is treated as a financial product before it is treated as a social foundation. In emerging and frontier markets, this inversion has consequences: volatile currencies, fragile financing structures, and development projects that struggle to survive the very macroeconomic conditions they are meant to address. West Africa is no exception. The region faces a genuine housing shortage, rising construction costs, and persistent exposure to foreign-ex
jeter795
Dec 21, 20253 min read
Year-End Reflection: From Fringe to Foundation
How Gold and Silver Quietly Validated a New Investment Map in 2025 As 2025 draws to a close, it is worth pausing—not to speculate about what comes next, but to reflect on what the past year has already confirmed. On January 1, 2025, gold traded near $2,624 per ounce. Silver hovered just below $29. At the time, precious metals were still widely framed as defensive hedges or fringe allocations—useful in moments of stress, but not central to serious portfolio construction. That
jeter795
Dec 20, 20253 min read
A Quiet Week That Revealed a Structural Shift
Between December 9 and December 17, 2025, a sequence of events unfolded that—taken together—offers a clear view into how the global financial system is being re-engineered. Not through declarations or summits, but through infrastructure. Nothing “collapsed.” Nothing was announced as an end to the dollar. But something more consequential happened: systems were activated . What emerged during those eight days was not a rebellion against the dollar, but evidence of a world incre
jeter795
Dec 20, 20253 min read
The De-Dollarization Train Has Left the Station
Why Pressure, Punishment, and Threats Can No Longer Restore Dollar Dominance For decades, the global financial system operated on an unspoken assumption: the U.S. dollar was unavoidable. Oil was priced in dollars. Trade was settled in dollars. Debt was issued in dollars Reserves were held in dollars. This structure gave the United States extraordinary power—not only economic, but geopolitical. Sanctions worked because access to dollars worked. Compliance followed because alte
jeter795
Dec 17, 20253 min read
When Metal Becomes Infrastructure
From Trade to Staple — Why Silver Is Leaving the Speculation Category The shift: silver is moving from optional to mandatory For most of modern investing history, silver lived in the “optional” bucket — a trade, a hedge, a leveraged cousin of gold. But that mental model is aging out fast. Silver is no longer just a monetary metal. It’s an industrial input tied to real-world buildouts: electrification, grid expansion, solar deployment, EVs, data centers, semiconductors, telec
jeter795
Dec 17, 20253 min read
Positioning Over Prediction: When Analysis Meets Reality
When we first sounded the alarm about the coming monetary shift, gold was hovering around $3,200 and silver near $30. Institutional giants like Goldman Sachs and JPMorgan were cautiously forecasting gold might reach $3,000–$4,000 by 2025 — and silver could flirt with $50 under ideal conditions. Fast forward to today, late 2025: Gold is over $4,300. Silver has passed $63. Our thesis didn’t just play out — it outpaced Wall Street . 📉 Institutional Forecasts: Too Cautious, Too
jeter795
Dec 14, 20252 min read
Gold as the Anchor, Silver as the Engine
Why Sound Money Is Replacing Paper Risk — and Where Returns Will Come From Next By Michael A. Jeter Founder & CEO — Integritas Investment Partners Strategic Advisor — Integritas CFO Partners International For decades, investors were told they had only two choices: stay in the market through equities and paper instruments, or sit on the sidelines in cash and hope inflation didn’t erode purchasing power too quickly. That framework is now obsolete. A new structure is emerging —
jeter795
Dec 13, 20253 min read
When Analysis Becomes Evidence: Sound Money Was Not a Prediction — It Was Positioning
December 12, 2025 By Michael A. Jeter Founder & CEO — Integritas Investment Partners Strategic Advisor — Integritas CFO Partners International At the beginning of 2025, our position was clear and unapologetic: the global financial system was entering a repricing phase — not a collapse, but a reset — and gold and silver would be central to that transition. At the time, this view was still labeled “aggressive,” “early,” or “fringe.” Today, it is simply reality . The Numbers Spe
jeter795
Dec 13, 20253 min read
The “Margin Hike” Myth: What Really Happened — and Why It Strengthens the Sound Money Case
By Michael A. Jeter | Integritas Investment Partners (Draft for blog publication) Markets love narratives. When silver sells off quickly after a strong run, the most common headline explanation is “profit-taking.” Sometimes that’s true. But at other times, something more mechanical is happening—something that has nothing to do with fundamentals, mining supply, or the long-term direction of sound money. This week’s volatility in silver is a useful example of how the paper mark
jeter795
Dec 13, 20254 min read
THE 831(b) CAPTIVE: THE MOST POWERFUL, UNDERUSED CAPITAL-PRESERVATION STRATEGY FOR HIGH-NET-WORTH AMERICANS
How U.S. Business Owners Can Reduce Taxable Income, Protect Their Company, and Preserve Financial Sovereignty (Opinion based on publicly available tax law and historical government behavior. Not financial, tax, or legal advice.) Most wealthy Americans have never heard of the 831(b) structure — and yet it is one of the most powerful capital-preservation tools legally available in the United States . Used correctly, an 831(b) Small Insurance Captive can help you: Reduce taxable
Michael Jeter
Dec 2, 20253 min read
Should You Take Social Security Now or Later?
A Comprehensive Look at the Real Risks, Policy Shifts, and What Higher Earners Need to Consider By Michael A. Jeter (Opinion based on available data, current projections, and historical government behavior. This is not financial advice.) Introduction Every year, millions of Americans face one of the most important financial decisions of their lives: When should I take Social Security? The traditional advice is simple: “Wait as long as possible so your monthly benefit is highe
Michael Jeter
Dec 2, 20256 min read
They’re Not Attacking the Dollar – They’re Replacing It: How the Next Monetary System Is Being Built in Plain Sight
By: Michael Jeter Most people still think the big financial question is: “Will the dollar crash?” That’s the wrong question. The real question—the one that actually determines who preserves wealth and who loses it over the next decade—is: “What is being built to replace the dollar’s role… and how far along is that transition already?” While investors obsess over stock picks, meme coins, and the next Federal Reserve soundbite, a coordinated shift is unfolding in the backgroun
Michael Jeter
Nov 28, 20256 min read
INTEGRITAS MACRO INTELLIGENCE BRIEFING SERIES: 2 Why Africa Is the Next Pillar of Global Sovereignty
The Strategic Case for Capital Realignment in the 2025–2035 Cycle By Michael Antonio Jeter Executive Summary For decades, Africa has been framed through a Western lens of “risk,” “instability,” or “underdevelopment.” This framing is not only outdated — it is strategically backwards. Africa is emerging as the next pillar of global sovereignty because: it controls a vast share of the world’s critical minerals its nations are rejecting colonial extraction models BRICS influence
Michael Jeter
Nov 28, 20254 min read
INTEGRITAS MACRO INTELLIGENCE BRIEFING SERIES: 1
Western Fragility & the Global Rotation to Hard Assets A Strategic Warning for the 2025–2030 Geopolitical Cycle By Michael Antonio Jeter EXECUTIVE SUMMARY Western economies are entering a historic period of structural deterioration : sovereign debt loads now mathematically beyond stabilization interest expenses rising faster than GDP industrial capacity collapsing demographic decline accelerating political cohesion breaking down global influence eroding rapidly currencies fac
Michael Jeter
Nov 25, 20254 min read
Is Europe Preparing for a French Economic Breakdown?
A Strategic Assessment (Geopolitical & Financial Realities) 1. France’s Trajectory: Why the Concern Is Real France is not facing a “normal” fiscal problem. It is facing a triple-layered systemic risk : (1) Structural fiscal imbalance Debt is soaring. Revenue base is shrinking. Interest expenses are rising faster than GDP. Productivity and industry continue to decline. (2) Loss of access to African commodities This is far more serious than European media admits: France’s uran
jeter795
Nov 24, 20254 min read
bottom of page