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James Perito's avatar

Great information. Looking forward to hear what Josh Phair has to say regarding clarification of his NY lease rate comment. Thank you David for all your time and effort to provide consistently relevant stories on the metals..

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Ol' Doc Skepsis's avatar

I've been watching for a default since I became aware of GATA ~20 years ago. Thought sure it would happen in 2008, but instead Obama signed the $Billion Bankster Bailout Bill and received a Nobel. They surely have more tricks up their sleeve.

"Let's see what happens."

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pandelis's avatar

what is changing now is the chinese ... too many people and it appears the state is encouraging it.

trump is here in his 80s for his expertise in bankruptcy.

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No1's avatar

Got gold? 🥇

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Bruce Fox's avatar

Running on empty. “E” stands for Empty, not Enough.

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Barry V's avatar

Thank you David .. 🙏🏻

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ChrisCoonsToupee's avatar

Going, going, gold!

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joèl's avatar

Silversqueeze is coming!

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Peter Redward's avatar

Nice comment David. I took a look at Platinum today, it's joining the party too. To levy a tariff on monetary gold and silver doesn't make sense as it will create an ilicit trade, but then India did just that for years. To say it won't happen when Mr Trump is President is a brave assumption.

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TMacro06's avatar

Gold front month swap rates are negative for first time since 2016 (early in DJT first term...)

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David Jensen's avatar

Next few weeks are going to be v. v. interesting.

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Morris K Schneider's avatar

Can you illustrate step-by-step how gold leasing actually happens? Who, exactly are the players? Where and how do transactions occur? I'm having a very hard time understanding how this game is played

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Peter's avatar

Someone please explain "Leasing gold out. To whom? Why does one want to lease it? What's the purpose? For how long? How is the return in % calculated? Do you get your gold back at the end of the lease? Can you loose your gold? I need enlightenment!

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P Uselt's avatar

very exciting times for us

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Colin Rainier's avatar

Does the fact that silver lease rates are appreciably higher than those on gold tell us that silver is a better short-squeeze play than gold? Or is that simplistic?

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Carlos's avatar

My believe too

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Linda O's avatar

David do you have any thoughts on why London shipped so much gold to the US? It seems that gold would have escaped tariffs so that explanation seems weak.

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David Jensen's avatar

You've got Scott Bissent as Treasury Secretary whose biggest investing position is gold.

People are figuring it out.

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Kevin B's avatar

Maybe once upon a time 6.5% would've seemed reasonable for the risk, but who in their right mind would be enticed to lend out any portion of their silver for that ridiculously low fairytale rate in this environment? I wouldn't do it even if offered 10x more.

You can't put a price on trust once it's lost, not even an ounce. How much of either is left in London?

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Dimitri's avatar

How can someone lease their gold for 4.5% per month?

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Carlos's avatar

I guess if you want to lose it

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BumbleBee's avatar

Thank you for keeping us abreast of this! I’m sensing another banking failure crisis and ever more tortured and exotic rescue incoming. One that involves more attempts to terrify us, lock us down, steal what’s left of our rights, and kill us, if possible, but with plausible deniability and no admission, of course, as to the true underlying causes.

Unleash the mythical bird flu, a new md more shiny Convid 2.0? False flag nuke attack on NY? Certainly expansion of war in Ukraine and the Middle East, maybe open up a scrap with China now, too? That would be a great excuse for a draft, and take out lots of young people. Further degrading our mis-named “health care” system and shifting it to AI (already creeping in) will help generate plausible excuses to deny care to the elderly, because something has to be done to prevent them from bankrupting the Soc Sec “entitlement” (note the play on words, there?) fund that Congress has stripped to pay for ACTUAL welfare entitlements and God knows what else!

When the global debt is roughly 3x global GDP, and much of that “GDP” is a bogus overestimate of actual growth and productivity because it measures things like increase in government bureaucracy and shrinkflation as ballooning prosperity, there is no way debts can ever be repaid. I think that’s what gold and silver are trying to tell us now. And if the debts ever WERE anywhere near repaid, the global economic system would collapse and die. So it is we, to whom the debts are owed, who must die, instead, in the minds of the predators who led us to this place. And who are now putting the final touches on their own golden parachutes.

Last thought: in the letter years of his life, Werner von Braun made a highly interesting observation. He claimed that our government had, even then, already back engineered seemingly miraculous technology from crashed Alien spacecraft. This would support what Bob Lazar has been claiming for decades. Anyway, Von Braun told his assistant that the last great government fraud would be a staged fake alien invasion. I wonder if the NJ drones was a test run? I’m taking it for that. And keeping my eyes firmly fixed on the prize: PM’s and the story they tell.

Thank you for helping to bring that story to us, David. In a world of lies, PM’s are Truth. Hang on to them, folks, for they are our North Star by which to navigate through the wilderness of lies, traps and distractions created to get us lost and confused and make us easy pickings for the predators.

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