The Coming Silver Repricing: Why Integritas Recommends “Buy, Hold, and Stay Grounded”

By Michael Antonio Jeter

Founder & Managing Partner, Integritas Investment Partners LLC

The Storm Beneath the Calm

While financial headlines focus on equities and tech valuations, the real story unfolding quietly is in the precious-metals market — especially silver.

London’s physical silver inventories are at multi-decade lows. Delivery delays and premium spikes are growing. The same warning signs that preceded previous repricings in 1968, 1980, and 2011 are now flashing again — only this time, they coincide with a global currency realignment and unprecedented demand from both industry and sovereign buyers.

A System Strained Beyond Paper

For decades, the bullion system has relied on “paper silver” — futures, ETFs, and unallocated accounts — to mask physical scarcity. Today, however:

• Each deliverable ounce of silver is claimed hundreds of times over.

• Industrial demand from solar, EVs, and semiconductors permanently removes supply from circulation.

• Central banks and BRICS-aligned nations are quietly accumulating gold and related metals as anchors for new settlement systems.

When London — the world’s central clearing hub — struggles to fulfill physical delivery, that stress doesn’t remain local. It’s systemic. New York, Zurich, and Singapore inevitably feel it next.

A Critical Mineral in Short Supply

Silver’s new designation as a critical mineral means that governments themselves must now secure stockpiles. That turns a tight market into a strategic race. Unlike past cycles, there will be no quick fix through new mine supply — it takes years to bring new capacity online, and most silver is produced as a by-product of other metals.

Integritas View: The Repricing Window

We believe the market is entering a 12-month acceleration phase where silver could rise sharply from current levels. This is not speculation; it’s structural repricing driven by:

• Shrinking global inventories

• Rising sovereign demand

• Industrial consumption outpacing supply

• The slow unraveling of paper leverage

Gold remains foundational, but silver now represents the more asymmetric opportunity — smaller market, larger relative upside.

Our Counsel: Buy, Hold, and Stay Grounded

Integritas’ macro stance is simple:

Buy physical metal you can verify, hold it securely, and avoid emotional selling during volatility.

Markets may swing wildly as the system digests real scarcity. Those fluctuations will test conviction — but they do not change fundamentals.

This is not about trading; it’s about positioning. True wealth preservation now depends less on timing and more on possession.

Final Reflection

Every financial era ends with a repricing of truth. For decades, silver has been mispriced against its scarcity, utility, and strategic importance. That era is closing. The coming one will reward patience, tangible ownership, and disciplined calm.

Integritas Investment Partners provides cross-border advisory services and vault intelligence solutions for clients seeking clarity, custody, and covenant in a volatile world.