In the video below Bix Weir wonders why, with the total mined silver production in 2016 going down by 33 Million ounces (or 3%), did the total amount of COMEX futures and options contracts increase by 41%? Weir outlines what the level of actual global hedging required would be and what the discrepancy is between […]
Tag Archives: gold futures
18
Nov
Nov
We haven’t posted anything from Stewart Thomson in a while, but of late he’s had a rather different take on the possible US interest rate increases (maybe, one day, eventually!) and their impact on gold. He outlines why he believes raising US interest rates would actually increase inflation, lower real (after inflation) interest rates and […]
23
Jul
Jul
Mike Maloney gives a breakdown of the action in silver and gold prices over the past few days. He covers: – Why he believes this current fall in prices is part of the deflationary fall before the inflationary rise that he has expected for many years. – How it’s partly deflationary implosion but also part […]
18
Nov
Nov
This is the article we mentioned in our email last week from Bud Conrad, who while we don’t hear from him very often, when we do we always pay close attention. Bud wrote a very insightful article last year when the price of gold plunged, and this piece is in a similar vein. Looking at […]
04
Feb
Feb
As we’ve mentioned before, a presentation here in Auckland by Bud Conrad, Casey Research’s chief economist, was where we first met and where the idea of goldsurvivalguide.co.nz was first born. So partly for this reason we always pay attention to what Bud has to say. However more importantly he always gives a logical and analytical […]
08
Jan
Jan
This is a very informative video. It is a summary of much of the content talked about by the likes of mystery blogger FOFOA. Just some of the content covered includes: How the Elite still use gold as means of payment even though the dollar is supposedly unbacked. How the petrodollar system functions The interplay […]
05
Dec
Dec
We haven’t featured anything from Bud Conrad of Casey Research since April (see the link at the end of this article if you’d like to check out that last piece which is definitely worth a read). In this compact interview you get a summarised version of the presentation he gave at Metals and Minerals Investment […]
20
Aug
Aug
As discussed in our recent article (Gold Backwardation and Negative GOFO – What does it all mean?) these 2 terms, GOFO and backwardation, were hardly mentioned just 6 months ago but are now popping up all over the place. There has been plenty of debate, not just as to how significant or otherwise this is, […]
07
Aug
Aug
As we referenced in last weeks article on gold backwardation and negative Gold Forward Offered Rates, there has been plenty of talk around the interwebs of “high demand for physical gold and that this is backed up by falling COMEX inventories”. There have been arguments made that these falling inventories are signalling a soon to […]
24
Apr
Apr
We’ve mentioned before how Casey Research chief economist Bud Conrad speaking here in Auckland was where we founders of GoldSurvivalGuide first met, so we’ve always got a soft spot for what Bud has to say. However it’s not just sentiment. His engineering background means he has a data focussed approach which is always informative. In […]
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