Huge News From BRICS! Central Banks Will CHANGE EVERYTHING for Gold & Silver – Schectman & Rickards
Money Sense: 9-14-2025
The metals market is entering a phase where price action in the West tells one story, but global accumulation tells another.
While paper contracts on COMEX and ETFs keep prices seemingly capped, the most prominent players in the world—central banks, sovereign wealth funds, and BRICS nations—are draining physical supply from every corner of the globe.
They suppress the visible price in Western markets while quietly securing massive tonnage elsewhere, creating an illusion of abundance that masks growing scarcity.
This divergence between paper markets and physical demand sets the stage for a sharp repricing once confidence in paper claims erodes.
Andy Schectman, a veteran precious metals dealer with decades of experience tracking delivery flows, underscores how billions in silver and gold are standing for delivery each month, much of it leaving registrable vaults and moving into stronger hands.
Jim Rickards, economist and author, frames this within the broader geopolitical chessboard: Russia, China, Saudi Arabia, and India are building strategic reserves, not chasing short-term gains.
What’s unfolding is a silent, coordinated move away from paper promises toward tangible metal. The smartest money in the world—those who can move markets with nine-figure monthly purchases—aren’t guessing.
They’re executing a long-term playbook. For everyday investors, the signal is clear: physical ownership matters more than headline spot prices.
Paper markets can mislead, but supply and demand in the real world will eventually assert themselves.
For decades, the gold market was shaped by central bank actions, shifting from heavy selling in the 1970s through the 2000s to consistent buying since 2010.
The U.S., the IMF, the U.K., Switzerland, and others sold thousands of tons at historic lows, which often marked long-term bottoms. But once selling stopped, a new trend emerged: net accumulation led by countries like China, Russia, Turkey, and others who see gold as both a hedge and a strategic asset.
This buying has created a floor under prices, as central banks purchase steadily and on dips, ensuring limited downside while leaving room for significant upside.
At the same time, supply has remained relatively flat at around 4,000 tons annually, while demand keeps rising. This simple dynamic—steady supply against growing demand—has become a key driver of higher prices.
Add to this the anchoring effect, where each $1,000 increment in gold feels smaller percentage-wise, and you have the recipe for a retail frenzy once prices accelerate into the five-digit range.
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