It looks like demand is set to outpace supply and this is already happening.
1. Certain governments are rumoured to be buying it up as a hedge against USD weakening.
2. Industrial use is significant across electronics and military use cases.
3. Physical supply is limited to mining projects which cannot ramp up quickly enough.
4. In the event of a tech bubble collapse, silver has historically rallied significantly afterwards.
5. We have room to cut rates further, and will do so in the future.
What am I missing or is this one of the best setups?