Why a “Black Monday” Could Be a Gift for Silver Stackers

With escalations in the middle east over the weekend and ceasefire hopes fading, markets look set for a dicey open on Monday. Reports of a downed U.S. F-15 and A-10 aircraft over the weekend suggest the conflict continues to intensify. On top of that, the deadline set by Trump of 8pm April 6th is fast approaching. If the US follows through and targets Iran’s energy infrastructure, all bets are off on major escalation and retaliatory strikes.

That said, this remains a headline-driven market. A single leak, rumor, or statement could quickly reverse sentiment—we’ve seen that several times over the past month. Still, the current trajectory points toward continued escalation, not resolution.

For silver stackers, that volatility may be an opportunity.

A Likely Retest Before the Next Move Higher
Silver has pulled back from it’s major rally earlier this year and is struggling near resistance.

Silver is sitting just beneath overhead resitance

Support sits around $64, with the 200-day near $58—but the key level is $50, the prior breakout zone. A retest there would be normal and could reset the trend for the next leg higher.

A retest of $50 followed by a rally would confirm silver’s cup and handle breakout

Oil Is Flashing Warning Signs
Physical oil prices are surging relative to futures, signaling a real supply crunch. With tensions rising around the Strait of Hormuz, energy markets remain tight. Higher oil feeds inflation and pressures broader markets—often dragging metals down in the initial liquidity phase.

Dated brent, the price of a physical barrel of oil, has surged to over $140

Strong Jobs Data = Hawkish Fed
A stronger-than-expected jobs report (released while markets were closed) reduces the odds of near-term rate cuts. That shift hasn’t been priced in yet, setting up potential downside at the open.

A surprise beat in Friday’s payroll numbers will allow the fed to remain tighter longer

Liquidity Stress Is Emerging
Funds like Blue Owl are already limiting withdrawals after heavy redemption requests—a sign liquidity is tightening beneath the surface.

Blue Owl has capped redemptions as investors seek to pull capital from it’s funds

The Bigger Picture Still Favors Hard Assets
Debt, deficits, and money supply trends remain unsustainable. If markets crack, the likely response is more liquidity—ultimately bullish for precious metals. Regardless of what happens with inflation (spoiler: it’s headed higher), the Fed will ultimately inject liquidity and print massive amounts of fiat currency rather than allow the air to come out of the everything bubble.

Bottom Line
If markets sell off and silver drops toward $50, it may not be a breakdown—it could be a reset. For those with cash on the sidelines, this kind of volatility is where opportunities are made.

Either way, we will find out Monday. If there’s no crash, no problem. But if we do see a liquidity crisis and crashing prices for everything from equities to precious metals, I’ll be on the lookout for a bottom and the best deals on silver bars coins and rounds (and probably some miners as well).

Stay safe and happy stacking,

Smart Silver Stacker

This content is for informational purposes only and should not be considered financial advice. Market conditions can change rapidly—always do your own research and consult a professional if needed.