Monetary Metals Supply and Demand Report: 15 Sep, 2013

Welcome, we have a new name and a new format to reflect that this is fundamentally about looking at supply and demand in the gold and silver markets. For an introduction and guide to the concepts and theory, click here. Last week, we said: “Is the long-awaited, much-discussed silver breakout still on? We don’t think [...]

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4 replies
  1. dbrillo says:

    Greatly appreciated…or should I say “depreciated”?

    I like completing my bullion coin collections so lower prices are always welcome for my part.

    That’s called a “silver lining”.

    Keep up the good work and helping me understand how the commodity metal market works.

  2. Phil says:

    Your explanations and commentary have given me a whole new perspective regarding precious metals. Many thanks for that. In trying to understand these somewhat arcane subjects, I assume that the reason the basis and cobasis are not mirror images is because the spreads between the bid and asked constantly fluctuate in both the futures and spot market. Is there any merit to looking at Carry as a percent of Decarry so instead of examining two lines (basis and cobasis), only one chart line is created? Would the rise and fall of this one chart line have any meaning from which buy/sell decisions can be made…or am I completely on the wrong track?

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