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Simon Damant's avatar

Have you thought that the public element that is trading in silver and gold etfs and slvs have finally got wind of the 200-300:1 paper to physical because I can tell you if I did I would have dumped and taken profits plus any that had shorted had to dump because of margin calls and fees

One would need to know how much is traded by professionals and amateurs ie the public

This dip to me indicates a panic in paper silver not physical as at present it’s actually very hard to buy physical at these dip prices

I can’t get CGT free coins in the UK none in the Royal Mint and none in Atkinsons although someone panicked this morning as some silver Britannia’s were available but sold in an instant

So trust in paper is going and trust in physical is increasing

Just one part of the story and the moral! don’t sell your physical gold or silver

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Herman Mills's avatar

I would not worry about the cgt thing. You don’t want to convert to fiat you will be able to buy stuff with the physical itself.

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Andy Grace's avatar

I'm glad Alasdair says the correction in the COMEX spot price is "suspiciously coordinated", because it absolutely was. Of course it was well overdue for a correction, but I was watching the frankly ludicrous volume of sell orders in real time which took out every stop.

The news flow about gold has been way too much for the US government. DB's call that a $5790 gold price would be the equivalent of neutralising the US dollar in all foreign exchange reserves was beyond the pale. Outright heresy. The continual march higher had to be at least capped for now, with the obvious mainstream stories about punters losing everything.

Journalists love an easy story because many are frankly lazy and amplify any breaking news which has emotional sway. I know, I am one and have been in broadcast media for decades. The fact that the dip was to last week's all-time-high isn't the point - the key is the sensationalist headline for ratings or clicks. It's what has driven legacy media for generations.

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Th232's avatar

Surreal. Physical shortages in India & China. Long line in Sydney and here in Germany narrow choice of product on dealer websites. Secondary market ebay Kleinanzeigen clearly less offers.

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@maxmark's avatar

Excellent interview, Alasdair. Thanks so much!!!

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Stephen Wiise's avatar

Alasdair, you advocate investors hold physical bullion rather than mining shares as the latter have unwanted risk (3rd party). Can we assume this risk also applies to Physical Gold /Silver ETFs even where the ETF is supposedly backed 100% by bullion held.

Any comments please on the practicalities of Joe public purchasing and storing/safeguarding physical bullion. Many will be unfamiliar with the approach to take so a general terms 'steer' would be helpful. Thank you.

Stephen Wise

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