Tag Archive for: gold backwardation

Gold Backwardation in Swiss Francs

Swiss Franc Gold Backwardation

Sometimes, one just needs to look in the right place. And often in those cases, it just takes a conversation to alert one where to look. We had a call with a Swiss company this week, to discuss gold financing for their business. They reminded us that there is a negative interest rate on Swiss […]

In Next Crisis, Gold Won’t Drop Like 2008

Last week, we discussed the tension between forces pushing the dollar up and down (measured in gold—you cannot measure the dollar in terms of its derivatives such as euro, pound, yen, and yuan). And we gave short shrift to the forces pushing the dollar down. We said only that to own a dollar is to […]

Introduction to the Monetary Metals Supply and Demand Report

Supply and Demand Report

The Monetary Metals Supply and Demand Report is the only accurate picture of the fundamentals of the gold and silver markets. We released a video that presents some of these ideas in an engaging format. We provide a weekly letter based on data and analysis of the monetary metals: gold and silver. This article is […]

Permanent Gold Backwardation: The Crack Up Boom

Gold Spiral

Professor Antal Fekete has written several pieces discussing gold backwardation, and arguing that this is the red alert signal for the coming financial Armageddon, when the tower of unpayable debts collapses. In this paper, I delve deeper into this topic. My goal is to make this topic approachable by the layman and describe what I […]