2025 Lunatic Fringe - Market and Trade Chat

[nickndfl]

I am down to bitcoin, gold, silver, platinum and the miners. I have no tech or healthcare stocks.

If I was going to buy stocks they would be PLTR, PLTU, BMNR & MAGY

 

[Goldhedge]

How Did We End Up With 363 Paper Claims For Every Real Ounce?​

more:

China’s Silver Price Erupts—Now a Staggering 10.5% Above the Paper Mirage of COMEX!

Arbitrage Frenzy: China and the East Are Drinking COMEX’s Milkshake as Physically Settled Markets Expose the Great Western Silver Ruse

thesilverindustry.substack.com

 

[pmbug]

 

[Goldhedge]

FWIW

 

[pmbug]

You can watch the China holdings of Treasuries (on a monthly basis) yourself as they are published by the US Treasury here:

https://ticdata.treasury.gov/resource-center/data-chart-center/tic/Documents/slt_table5.html

That data doesn't show weekly flow though. Not sure where "Russian Market" is getting their data, but I suppose it is possible.

~~~

Both gold and silver hold the line - down ever so slightly from yesterday's close in overnight trading in China. The SFE silver vault reports a tiny outflow and the SGE silver vault reports a large inflow over the previous week. The SGE silver vault report suggests that silver may have indeed been flowing from west to east last week as the SGE premium over LBMA spot would imply.