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):
Current Situation in Gold Deliveries:
Differentiation between "Delivery" vs "Possession":
Gold Movements and Repatriation:
COMEX & LBMA Relationship and "EFP":
Underlying Reason for U.S. Gold Repatriation:
GLD ETF Structural Manipulation:
Why the Urgency to Repatriate Gold Now?
Silver Market Dynamics:
Mining Sector Analysis:
Specific Mining Stock Recommendations:
Strategic Investment Advice (Final Thoughts):