Selling Silver After the Surge Isn’t Bearish — It’s Strategic | John AG

John AG : Silver has delivered one of its most powerful runs in years — and that’s exactly why this decision matters now.

In this video, we break down why selling a large portion of physical silver after a surge is not a bearish call, but a calculated rotation based on changing risk-reward dynamics. This isn’t about abandoning the silver thesis. It’s about understanding where returns tend to shift as a cycle matures.

We’ll walk through how physical silver, miners, and royalty structures behave differently across market phases, why equity valuations often lag metal prices, and how disciplined capital rotation can outperform emotional conviction. You’ll also see why tight supply does not mean straight-line upside, how volatility actually increases in late-stage runs, and where smart money often moves before the crowd notices.

This breakdown connects the structure of the silver market with real business fundamentals — margins, costs, cash flow, dilution risk, and liquidity — so you can understand what really drives outcomes once prices are already high.

If you’re holding silver and wondering whether the next phase looks different from the last one, this video will help you think clearly, not emotionally.

CHAPTERS :

00:00 — The quiet move that shocked silver investors
01:10 — Why selling silver after a surge isn’t bearish
03:00 — Physical silver vs mining stocks: different payoffs
05:10 — How risk-reward shifts late in a metals cycle
07:40 — Why miners lag metals — until they don’t
10:05 — Margin math: how profits explode without higher prices
12:45 — The dilution and balance-sheet trap retail ignores
15:10 — Industrial demand, tight supply, and volatility reality
17:35 — What matters now: discipline, liquidity, selection
17:55 — Final takeaway: bullish without being reckless

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