Jensen's Economic, Precious Metals, & Markets Newsletter

Jensen's Economic, Precious Metals, & Markets Newsletter

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Global Vault Data Show London Platinum Holdings At Zero
It's Worse Than You Think
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David Jensen
11
Video: Discussion About The Global Precious Metals Shortage
Please see the discussion with SGT Report regarding the global precious metals shortage:
 • 
David Jensen
Resurgent Lease Rates Signal Platinum Shortage As It Is Swept From Markets; Silver And Palladium Are On Deck
How About Some Burning Fiat For Your Essential Resources - No?
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David Jensen
10

July 2025

The LBMA Warns Us About Counterfeit Precious Metals - This Is Getting Quite Interesting
The London Bullion Market Association (LBMA) is warning us about counterfeit precious metals with this helpful recent article: The Silent Risk…
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David Jensen
24
Raiding ETFs For Platinum And London 'Free Float' Of Silver For Delivery
With the lease rate for platinum in London reportedly spiking over 40% for the 1-month tenor, we have evidence of a developing liquidity squeeze for the…
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David Jensen
58
London Platinum Lease Rate Surges to 29% - "Market May Already Be Broken"
Note to bullion banks: leverage works in both directions
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David Jensen
17
Platinum and Palladium Shortages Have Bullion Banks Tip Toeing
The platinum and palladium markets appear to be the tightest of the 4 precious metals markets (gold, silver, platinum, and palladium) in London and New…
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David Jensen
8
Video: Concerns About Stated Trading Volumes And Metal Availability In London's Precious Metals Market - Maneco64 Discussion
Video interview with my friend Mario of Maneco64 YouTube channel:
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David Jensen
5
LBMA Gold & Silver Trading Volume Data Seems Incorrect; Surprising London Platinum Trading Volume Data
One of the great mysteries of the City of London’s precious metals market over the decades has been to estimate the trading volume and open interest…
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David Jensen
45

June 2025

China Opens First Offshore Gold Vault Allowing Gold Delivery Against Yuan To Smooth Yuan Adoption For International Trade Payment
We'll Take The Gold, Thanks
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David Jensen
10
New York Silver Shortage Indicated By Silver Price 'Backwardation'
Market Says: We'll Take The Metal, Thanks
 • 
David Jensen
14
The Gold And Silver Monster Created By The Bank Of England Turns On Its Creator
An Intractable, Terminal Situation - Its Not Going Away
 • 
David Jensen
81
© 2025 David Jensen
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