Dave Kranzler, Investement Research Dynamic's Mining Stock Journal
The bullion banks - at least on the Comex - have reduced their risk exposure to gold and silver derivatives over the last several months, which means reducing their short exposure. This is likely in response to the rising risk that they will be unable to meet increasing long-side counterparty delivery demands.
Chris Marcus of Arcadia Economics and I discuss the trends developing in the precious metals market as well as China's awareness of the western Central Banks' efforts to manage the gold price:
**************
You can learn more about Investment Research Dynamics newsletters by following these links (note: a minimum subscription period beyond the 1st month is not required): Short Seller's Journal subscription information - Mining Stock Journal subscription information
Note: I do not receive any promotion or sponsor payments in any form from the mining stock companies I present in my newsletter. Furthermore, I invest in many of the ideas personally or in my fund.