February 28, 2017

Industrial vs. Investor

... the key factor to silver is industrial fabrication representing around 60% of total demand. At first glance it might not make sense to many, as fabrication demand has been in decline since peaking at 676.3 million ounces in 2011.

 The hi...

Analysts’ estimates remain far too high given this troublesome background, essentially a no-growth baseline. And so quarter after quarter the rebound loses energy and momentum, a more accurate reflection of almost totally lost (global) potential. When Q4 started in Oct...

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Portfolio Justification and Devils' Advocacy