All Please Consider

Wed, Aug 21, 2013 - 12:14pm

This brief "analysis" demands your full consideration.

Please make a summary of all the "unusual" things that are happening. Here's just a short list:

  • Gold flowing out of London to Switzerland and Hong Kong
  • Combined Chinese and Indian demand in Q2 2013 at 586 metric tonnes
  • U.S. interest rates are skyrocketing as foreigners dump U.S. treasuries
  • Steeply falling Comex inventories
  • GLD "inventory" down 435 metric tonnes or 32% YTD
  • JPM stopping to themselves 3/4 of all August gold deliveries
  • JPM flipping from 50,000 net short Comex futures to 75,000 net long
  • GOFO negative for 33 consecutive days and the 6-month now negative at a new, unprecedented low
  • As I type, a slight Comex futures backwardation vs cash out through and including the Feb14 contract

That's nine, separate bullets that took me about two minutes to type. Please use the comments section of this thread to add your own observations to any I may have missed.

Now, please consider the possibility that you, my dear reader, will look back upon this six months from now and think: "How could I be so stupid? All of the signs were there! Why wasn't I buying up all the physical gold I could get my hands on?"

Prepare accordingly.


About the Author

turd [at] tfmetalsreport [dot] com ()


Aug 25, 2013 - 1:25am

A Pointless Comment...

...Relatively deep in an older thread.

Full-blood (FB) Chinese in China, FB Japanese in Japan, FB Korean in Korea, FB Thai in Thailand, FB Pinay in the Philippines, FB Lao, FB Egyptian, FB Turkish, FB Russian, plus, well, moar... .

If you are a Western, especially specifically American man, looking for a spouse, I have two words you must consider: Head East.

This man's opinion: the Yakuza defend the world's finest.

Aug 23, 2013 - 6:43pm


That is right up there with UFOs and IRS audits. Just totally unexplainable.

Aug 23, 2013 - 12:41pm


So, I told my wife this morning, "Just because you hate me, beat me, and scream at me, every day of my life, and, just because you think I'm dead-beat, lazy, selfish, irresponsible loser, and, just because you think I'm an unappreciative, self-centered, cheap, dirty, recluse, doesn't mean we cant phuck". These wives have no clue ......

Aug 23, 2013 - 6:09am

Retirees Face Huge

Retirees Face Huge Problem

They sit around drafting up huge proposals to take down wall street, after listening to the yakity yak cows and bullion heavies for a decade complain about bullion manipulation, only to find out that the bullion heavies ARE ALL TALK. Enjoy, but taking them down is a piece of cake.

Proposal to End Bullion Manipulation

Gross Google Statistic Highs, Americans Taking Notice
2012 Presidential Run, 12,300, 018,300, 18 (2009-2012)
2016 Presidential Run, 31,000, 106,000, 60 (2013-2016) (Updated Periodically)

Mid China market, 23.16, marking time, hopefully get a friday launch up, above 23.60, an apparent resistance level. Why? Donno, ask turd ....

Aug 22, 2013 - 11:01pm

Local LCS/ high premiums

They want like $6/ oz over spot for ASEs + tax. not the best deal.

Why are they so pricey? Is this the " No Paper Trail Premium"?

i doubt they even report it when then sell a coin for cash. Pocketing the 'tax'.

Next time in the 'Live Free Or Die" State it may be worth a trip the the LCS there as they are tax free.

Aug 22, 2013 - 9:57pm

10oz Bars

I did an analysis on the 10oz bar industry, absolutely decimated, then created a VC proposal mint on 10oz bar mfg for storage to support real money. The proposal solves universally the many states mfg needs to entry real money. Willing to license the technology.

Michael Pento just hit it out of the park on KWNs.

Aug 22, 2013 - 6:22pm

Stackable 10 oz bars

Came across these lovely 10 oz Ag bars from Scottsdale Silver. They are stackable due to beveled interlocking edges and each bar has a serial number at the back.

Only downside is the almost 4 weeks delivery time from order.

Howard Roark
Aug 22, 2013 - 2:36pm


Regarding the new coins from SBSS... I follow the idea behind the project, but I bought some coins from them in December (just before the trouble started) and I was a bit disappointed by the quality of the coinage. I just loved the Trivium coin (and the values that are associated with), but the quality is poor - to say the least. I´m suspect that the new ones (which are beautiful indeed) have the same quality issues. And of course the premiums are high.

Regarding the Treasuries just a simple glimpse of a guy on CNN today: It goes like this (from memory): the high yields on the UST are a sign of the market getting better and it´s natural; the companies have already factored the issues regarding the taper tandrum, so it all goes well in the future.

The guy said this (I think he was from the Chicago SExchange) with a bright smile!

MOPE through and through. But them the Nasdaq halted....

Nothing to see here...

Keep strong,


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pontiacSo It Goes
Aug 22, 2013 - 1:52pm

Reverse proof---so it goes

Thanks for the tip on the new gold buffalo coin ! I just received mine and it is beautiful.

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