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PM Bug forum comments on backwardation 14 Aug 2013 | 05:53 am
Those who are not bored to death with the backwardation/gold bank run narrative may find my comments on this PM Bug forum thread of interest, which was in response to this post of mine. I've cut and p...
Norcini: Gold is not in backwardation 26 Jul 2013 | 12:42 pm
In my last post I was not saying that what we see now on COMEX and with GOFO is not important – remember the mugger in Crocodile Dundee still had a knife – just that his switchblade is small compared ...
Shortodile Golddee: That's not backwardation 24 Jul 2013 | 05:55 am
Shortodile Golddee is threatened by a goldbug with backwardation Sue Shortton: Shortodile Golddee, give him your short positions. Shortodile Golddee: What for? Sue Shortton: He's got backwardation. S...
Gold is a pure Epsilon/Narrative asset 4 Jul 2013 | 01:16 pm
I came across this gem of a blog from a reader sending me Mauldin Economics' latest. I think I could argue the case that gold is almost all Epsilon and little Alpha or Beta, because it is a Monetary ...
Gold and silver market status update 31 May 2013 | 02:00 am
An update to my previous posts here and here on the state of the gold and silver markets as the Perth Mint sees them. Coin demand (retail and wholesale) has also eased but still good. Our retail outle...
Hedging against price changes 30 May 2013 | 10:06 am
Slow Loris Larry asked a few questions around who loses when prices decline and how do industry participants protect themselves against price declines. SLL: I understand that the Perth Mint does not,...
Delusions so obvious 26 May 2013 | 09:12 am
Time to catch up on some articles that caught my eye this week. First up is Charles Hugh Smith who picked up a quote that really resonated with me: The obvious can be dangerous. The deluded man frequ...
Time to give up on the CFTC 23 May 2013 | 01:54 pm
Gene Arensberg has an article out on the COMEX price smash where he concludes that: "in order for the initial 124 tonne sale to have occurred “legally” it would have had to have been 14 traders, all ...
The Andrew Maguire Challenge 22 May 2013 | 04:41 pm
I love a challenge/bet and Dan at The Fundamental View obliges with a challenge to Andrew Maguire to provide his CV to justify the title given to him as a whistleblower. Dan spices it up by making it ...
Precious metal memes 21 May 2013 | 07:34 am
I'm having a debate with The Daily Bell over their assertion that "physical gold and its delivery will cost you up toward US$2,000" in the comments to this article of theirs. Readers of this blog I th...
