Note:
This will be unlocked in a day or two as a guest post.. here it is for you all first. Note, its based on the ANZ report sent yesterday. The new material is at bottom titled: Preview: A Word on ETF Use and Abuse
We will dive into that for subscribers only soon enough
Silver: Bank says “There are increasing Risks of a Short-Squeeze” in London
Contents
1- Summary/Overview: Transatlantic Dislocation
2- Dislocations Risk LBMA Short-Squeeze Event
3- US Shortfall – A Structural Dependence on Imports
4- Market Stress – Tariffs and the COMEX-London Spread
5- Structural Market Deficit – Persistent Tightness
6- The Catalyst for Silver’s Future Performance
7- Preview: A Word on ETF Use and Abuse