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Precious Metals Analyst Totally Omits Silver Investment Demand From Market Fundamentals

The motivation to write this article came from several of my readers who sent me an interview by CPM Group’s Jeff Christian, at the San Franciso Gold and Silver Summit. In the video, Jeff claims that there has been a silver market surplus for ten years and those industry analysts, who have reported deficits, “Are simply wrong.” Jeff goes onto to say, “they have been wrong the entire time they have been on the silver market.” Jeff continues by explaining that to analyze the silver market correctly, you must look at surplus and deficits based on total supply versus total […]

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Global Silver Demand Still Double Pre-2008 Market Crash Level (Despite Decline)

While physical silver investment demand experienced a pronounced decline this year, the volume is still much larger than the level prior to the 2008 U.S. Housing and Banking Crash. Investors frustrated by a silver market plagued with lousy sentiment and weak demand, may not realize that silver bar and coin demand is projected to be double what it was in 2007. Thus, long-term precious metals investors continue to acquire silver on price dips while others may be selling out and placing their bets into the bubble stock market or cryptocurrencies. It’s not the larger precious metals investor who is worried […]

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Global Gold Investment Demand To Overwhelm Supply

When the next market crash occurs, global gold investment demand will likely overwhelm supply. When this occurs, we could finally see the gold price surpass its previous high of $ 1,900. Now, this isn’t mere speculation, as we already have seen this taking place in the past. When the broader markets crashed to the lows in Q1 2009 and the 10% correction in Q1 in 2016, these periods were to two highest quarters of Gold ETF investment demand. I don’t really care on whether the physical gold is actually in the Gold ETF’s, rather I like to look at it […]

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Global Silver Demand WAY Outstrips Supply

Estimates for 2016 are in and the data shows the first decline in silver mine output in 14 years. The Silver Institute’s World Silver Survey 2017 shows reduced production of the base metals lead and zinc are largely to blame, though silver production as a byproduct of gold mining also fell. The Institute estimates 70% of silver output is generated as a byproduct of mining for other metals. Primary silver producers actually managed a 1% increase. Supplies from scrap dwindled once again, despite the higher average silver price in 2016 vs. 2015. The total amount of scrap returned for refining […]

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Precious Metals Demand Plummets In the West and Surges In the East

With the Trump euphoria pushing the broader markets to new all-time highs, it has impacted precious metals demand considerably… especially in February. Precious metals investors believing the White House “Grandiose plans”, of making American great again, have cut back seriously on their precious metals buying. There seems to be a percentage of the alternative community that are convinced that Trump will actually put the U.S. back to the way it was in the 1960’s. And that is, back to a manufacturing powerhouse with high-paying jobs. While this would be a wonderful thing to do, the continued disintegration of the global […]

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Trump Proposes Budget Cuts; Hemke: Physical Metals Demand Plus Manipulation Will Break Paper Market

Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up Craig Hemke of the TF Metals Report joins me. Craig speaks out on the technical situation for the metals, whether or not the economy his headed towards a recession and reveals something that could ultimately break the paper markets for gold and silver and get us back to free and fair pricing for the precious metals. Make sure you stick around for a tremendous interview with Craig Hemke, coming up after this week’s market update. Precious metals markets got a boost following the Federal Reserve’s interest rate decision […]

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Gold in Islam: A Whole New World of Demand

Most analysis of gold and silver markets tends to be U.S.-centric. However, the next secular trend in precious metals markets may have less to do with U.S. debt, U.S. politics, the U.S. central bank, and the U.S. dollar and more to do with a gigantic new source of demand. It’s not the 1970s anymore. Back then, big moves in the metals markets were centered on United States. The great gold and silver mania of the late 1970s was driven by inflation fears and a rush of speculative demand. Although coin dealers struggled to keep up, there was no actual global […]

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NOVEMBER: Gold Price Down, Chinese Demand Strong Despite Import Curbs

BullionStar From the moment Donald J. Trump got elected as the next President of the United States, on November 8, 2016, the price of gold tumbled 8 % in the remainder of the month – from $ 1,282 USD/oz to $ 1,178 USD/oz. Usually these cascades in the gold price go hand in hand with physical sell-offs in the West and strong demand Asia. It appears November has been no exception. The volume of physical gold withdrawn from vaults of the Shanghai Gold Exchange (SGE) in November accounted for 215 tonnes, the highest amount in ten months. Year to date SGE withdrawals […]

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Debunking GFMS’ Gold Demand Statistics

BullionStar What came to light as on odd discrepancy between GFMS’ Chinese gold demand and “apparent supply” has proven to be a tenacious cover-up by the oldest consultancy firm in the gold market. And not only does GFMS publish incomplete and misleading data on Chinese gold demand, all its supply and demand data is incomplete and misleading. As a result, the vast majority of investors across the globe has been brainwashed to believe total gold supply and demand mainly consists of global mine output and jewelry demand. In reality, the supply and demand data GFMS publishes is just the tip of the […]

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Undeniable Proof Gold Demand Does Not Determine Price

The notion that the gold price is based on the economics of “Supply & Demand” turns out to be incorrect as the cost of production is the leading factor. This is also true for most commodities and energy. Unfortunately, economists and most analysts in the precious metals community will continue to believe that the economic principle of supply and demand determines price. If we look at the data provided in this article, the individual will see how closely related the cost of gold production is to the spot price. That being said, the information in this article is only to […]

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