physical demand

It was just a couple days ago that The Doc @ SilverDoctors posted a note about BullionDirect having problems and wherein he stated: Now it appears there is indeed some tightness going on...

http://www.bloomberg.com/news/2014-01-25/gold-mint-runs-overtime-in-race-to-meet-world-coin-demand.html

I found this interesting: More (long): http://www.sprott.com/markets-at-a-glance/open-letter-to-the-world-gold-council/ The WGC responded with some weak sauce (the comments to the article are entertaining)...

More: http://www.forbes.com/sites/gordonchang/2013/04/28/china-goes-gold-crazy-why-now/

Continued from last year's thread... It's been 3 days since the last report. The following report details changes from 12/30 @ ~9am to 1/2 @ ~9am:10 ozt gold bars - from 69 to 54. Pamp (-10), JM (-4), JM "bache" (-1 sold out)1 ozt gold bars - from 2498 to 2196. Apmex (-59), Pamp (-142), Pamp...

Interesting snippet from Zero Hedge re: gold and silver eagle sales: http://www.zerohedge.com/news/2012-12-01/chart-keeps-ben-bernanke-night :popcorn:

http://www.mineweb.com/mineweb/view/mineweb/en/page32?oid=161036&sn=Detail :silver:

http://www.mineweb.com/mineweb/view/mineweb/en/page34?oid=161038&sn=Detail

http://www.usmint.gov/mint_programs/american_eagles/?action=sales&year=2012 Silver to gold ounces sold = ~54.87 : 1 ratio. At an average (over the course of the year) GSR of say, 54, that looks to be roughly even money going into physical gold and silver from the US Mint.

http://www.sprott.com/markets-at-a-glance/when-fundamentals-no-longer-apply,-review-the-fundamentals/ :popcorn:

http://www.goldmoney.com/gold-research/roman-baudzus/world-silver-survey-2012-confirms-bullish-picture.html

http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2012/3/7_London_Trader_-_40+_Tons_of_Physical_Gold_Acquired_Yesterday.html http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2012/3/8_London_Trader_-_Massive_Physical_Silver_Orders_Filled_Near_$33.html

More: http://gata.org/node/11019

http://www.goldmoney.com/gold-research/newsdesk/world-gold-council-data-supports-bullish-case-for-gold.html Fools! :paperbag: It is heartening to see investment demand outstripping production though.

http://silverdoctors.blogspot.com/2012/01/us-mint-sells-32-million-silver-eagles.html

More: http://silverdoctors.blogspot.com/2012/01/official-mint-silver-sales-surpass.html Amazing. Investment demand outpaced domestic production all by itself. We must have imported a "few" tons of silver for industrial use too I guess.

More: http://silverdoctors.blogspot.com/2011/12/2011-us-gold-eagle-mint-sales-hit-1.html Interesting that US Mint sales confirm what Turk and Sprott have been saying about dollars going in to silver and gold at a 1:1 pace. GSR @ ~53 is heavy on gold when demand appears to be 1:40 right now.

I found this nice technical anylysis http://www.scotiamocatta.com/scpt/scotiamocatta/prec/SilverForecast2012.pdf I think overall in 2012 silver will do better ôn a % basis than the major stock indexes, bonds and cash. Dare i say also than gold, the metal of the gods? After the 2011 correction...

More: http://www.goldcore.com/goldcore_blog/robust-demand-bullion-europe-middle-east-and-china-again-very-little-selling It was just two weeks ago that reports of demand for physical gold in India was waning on the weakness of the Rupee were breaking news. It's been about a month and a half...

As mentioned in my original 100 ozt silver bar watch thread, I've started an Excel spreadsheet to track the inventory of a few gold and silver products at apmex. This isn't an exact science, but hopefully will yield some useful information anyway. The following report details changes from...