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Metals, Miners, and More

Housekeeping: This discussion will be posted publicly in 2 segments over the next few days. Enjoy


Dave Kranzler and Eric Yeung on metals, miners, and more

Topics Discussed (simple):

  1. Current Situation in Gold Deliveries:

  2. Differentiation between "Delivery" vs "Possession":

  3. Gold Movements and Repatriation:

  4. COMEX & LBMA Relationship and "EFP":

  5. Underlying Reason for U.S. Gold Repatriation:

  6. GLD ETF Structural Manipulation:

  7. Why the Urgency to Repatriate Gold Now?

  8. Silver Market Dynamics:

  9. Mining Sector Analysis:

  10. Specific Mining Stock Recommendations:

  11. Strategic Investment Advice (Final Thoughts):

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