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S W
Member since May 2012
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>Where’s The Growth?  - Dan Dontrose - The Fundamental View
Dan Dontrose simply does not get it and for the life of me I cannot understand how he even gets a gig at 24h.

There was a one and a half hour wait to pick up/buy gold at a bullion dealer in Sydney last week.
But that is NOT the issue, for e.g. buyers could simply have their purchase delivered.

The FUNDAMENTAL VIEW is this....there is NEVER A SHORTAGE of GOLD whether there is deflation,inflation or stagflation

THERE WILL BE A WITHHOLDING OF GOLD FOR SALE.
People WHO DO NOT OWN GOLD will then realise its true value.


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Beginning of the headline :Amidst all this talk in the metals blog space about unsubstantiated claims of LBMA defaults, clients unable to get allocated gold (unsubstantiated) and Comex defaults, let’s try to stick the underlying fundaments that are proving to be the real headwinds for the precious/industrial metals at the current time.  Growth, or lack thereof. It started with China last night as their PMI coming in at 50.5 down from an expected 51.5 number.  This news then spread to the Euro Zone where German business... Read More
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