FELIX PREHN DAILY MARKET NEWS By Goat Academy · Felix Prehn

Felix Prehn - This Is a SERIOUS Warning! Most People Have No Idea What's Coming Silver + Stock Market News 11 March 2026 (Goat Academy)

·25 min·1 clip

Felix says January saw 40 million ounces requested for delivery, about 40 times normal.

1. Felix Prehn Daily Market News by Goat Academy focuses on a brewing silver-market crisis and links it to oil, Iran, and COMEX inventory data. 2. Felix Prehn is the presenter, and he says he is an ex-investment banker who learned from Wall Street bankers and market makers. 3. The episode asks whether silver faces a real squeeze and how investors can track it with data instead of headlines. 4. Felix says COMEX registered silver is about 88 million ounces, down from 120 million ounces a year earlier. 5. He says the market has about 570 million paper claims on that silver, which he frames as more than seven claims per ounce on COMEX. 6. He also cites an estimate that the wider silver market may have as many as 356 claims for each physical ounce. 7. Felix says January brought applications for 40 million ounces of silver delivery, which he calls roughly 40 times normal. 8. He says recent deliveries removed 26% of inventory in one week and could exhaust physical silver in 60 to 70 trading days. 9. He outlines three possible outcomes if delivery stress continues: cash settlement, emergency rule changes, or a higher price that draws in sellers. 10. Felix introduces a dashboard with silver, gold, and copper squeeze indicators, plus live data on the Gulf, shipping lanes, and the Strait of Hormuz. 11. He says the silver indicator is flashing backwardation, meaning current prices are above future prices. 12. He says lease rates for silver have risen to about 8%, compared with 0.5% previously, which he treats as evidence of tight supply. 13. Felix connects silver to oil by citing crude near $100 per barrel and a rough estimate that a $10 increase in oil adds 0.1% to inflation. 14. He says Bank of America sees elevated oil delaying Fed rate cuts and possibly leading to rate hikes. 15. Felix argues silver has a dual advantage because about 60% of demand comes from industrial uses such as solar panels, EVs, electronics, and missiles. 16. He says the silver deficit is about $67 million ounces this year and roughly 800 million ounces since 2021. 17. Felix notes that 75% of silver comes as a byproduct of lead, zinc, and copper mining, so production cannot be turned up quickly. 18. He says China now has export licensing requirements and controls about 60% of global silver refining, which he says reduces available supply. 19. The tone is data-driven and promotional, with analogies, live-dashboard references, and repeated invitations to join a Saturday Zoom training at felixfriends.org/slash training. 20. Investors interested in metals, macro inflation, and mining stocks may like this, while people wanting a short, non-promotional market recap may skip it.

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