First and Last Word on Metals and Mining

Monthly Archives: January 2009

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As a contrary trade, I am looking for a remote but distinct possibility that we get a failure of the recent gold and silver breakout. I will try to discuss the reasons here and at SILVERAXIS later. The nature of … Login or Subscribe to read more →

Posted in Member Only, Option Strategies | 25 Comments

I’m including another set of the ETF overlay charts for yesterday, January 27, and will also add a bit more detail about their construction and meaning. The charts below use the one day Kitco spot price charts as opposed to … Login or Subscribe to read more →

Posted in Basis Update, Member Only | 23 Comments

This entry has been posted at both SILVERAXIS and METAL AUGMENTOR. Detailed follow-up will be provided for subscribers. I’ve been trying to cross-examine the backwardation in silver noted over the past few days according to the LBMA (http://www.lbma.org.uk/?area=stats&page=sifo/2009sifo) without luck … Login or Subscribe to read more →

Posted in Basis Update, Member Only | 0 Comment

We would like to discuss a few administrative details about this subscriber-only blog. First, we are planning to use this blog on at least a temporary basis as an interactive method of communicating ideas to you. If it works well, … Login or Subscribe to read more →

Posted in Administrative Matters, Member Only | 5 Comments

Those who attended the GSUL session in Canberra last November know that I like to use the gold and silver ETFs, the SPDR Gold Shares (GLD) and Barclays Silver iShares (SLV), to keep tabs on the basis in gold and … Login or Subscribe to read more →

Posted in Basis Update, Member Only | 16 Comments

Welcome Metal Augmentor subscribers, we greatly appreciate everybody’s patience! We will shortly (and finally) begin to provide periodic¬† commentary regarding metals including discussion of the gold and silver basis, mining companies, economic conditions, commodities and other relevant topics, so please … Login or Subscribe to read more →

Posted in Administrative Matters, Member Only | 2 Comments

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