Silver: A Perfectly Organized Short Squeeze
On Friday, a buyer reportedly placed an order representing nearly half of the world's annual silver production.
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On Friday, a buyer reportedly placed an order representing nearly half of the world's annual silver production.
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The silver market is at a critical juncture, marked by a growing dislocation between the physical and paper markets. While Western banks are still trying to manipulate silver prices via the paper market, physical demand is accelerating. This growing appetite for physical silver in the face of con...
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China, the world’s largest gold producer and consumer—and the second-largest silver producer—has unveiled a national strategy to boost precious metals mining. To implement this policy , there is only one way: Let the prices of gold and silver rise by making the mechanism of "supply and demand" wo...
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Is silver on the way to becoming a must-have asset, like gold today? The disconnect between the paper market and physical reality continues to worsen, and the accumulating signals suggest that a major breakdown is imminent.
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Are we witnessing the end of paper gold? Currently, 100 ounces of paper gold are traded for every ounce of physical gold available on the market. If paper gold investors lose confidence in their counterparties against a backdrop of physical metal shortages, we'll be witnessing a historic event in...
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The gold market is becoming more physical, less manipulated and more transparent. The rush to buy physical gold is taking place against a backdrop of rising inflation.
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Silver is woefully behind gold. Its price is expected to see a meteoric rise in Q1.
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The huge paper-gold bubble is about to burst, and short sellers find themselves trapped in a short squeeze. It is this phenomenon that has driven the price of gold steadily higher over the past year, and will continue to do so until gold reaches multiples of its current price.
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As my last report for 2023, I wanted to hit the big issues blunt in the face—from debt and sovereign bond markets to themes on the USD, inflation, risk markets and physical gold.
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On July 27, figures released by the US administration showed GDP up by 2.4%, well above the 2% anticipated by analysts. The U.S. economy seemed to be resisting the sharp rise in interest rates better than expected. But the administration published a terse correction: the increase in GDP was not 2...
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