Ed Steer's Gold and Silver Digest weekend edition is posted at Silver Seek
Submitted by admin on Sun, 2025-10-05 10:10 Section: Daily Dispatches10:10a ET Sunday, October 5, 2025
Dear Friend of GATA and Gold:
The weekend edition of GATA board member Ed Steer's Gold and Silver Digest is headlined "16.56 Million Oz. of Silver Withdrawn From SLV In the Last 3 Days" and is posted in the clear at SilverSeek here:
https://silverseek.com/article/1656-million-oz-silver-withdrawn-slv-last-3-days
Craig Hemke: Gold and silver shortages are exploding
Submitted by admin on Sat, 2025-10-04 20:00 Section: Daily DispatchesBy Craig Hemke
Sprott Money, Toronto
Wednesday, October 1, 2025
As September 2025 came to a close, gold closed up 11% for the month, pushing well into all-time high territory. In this month-end wrap-up, market analyst and mining executive David Jensen offered a stark and data-rich breakdown of the underlying dynamics fueling this rally.
While many market watchers cheer rising prices, Jensen's analysis paints a deeper, more structural concern.
... Dispatch continues below ...
Gold and silver aren't 'overbought' but oversold by a central bank that has none, Maguire tells LFTV
Submitted by admin on Sat, 2025-10-04 07:41 Section: Daily Dispatches7:42a ET Saturday, October 4, 2025
Dear Friend of GATA and Gold:
The U.S. Federal Reserve is the only major entity still running short positions in gold and silver, London metals trader Andrew Maguire says in this week's edition of Kinesis Money's "Live from the Vault" program.
Maguire adds that, as your secretary/treasurer and others long have speculated, the bullion banks nominally carrying short positions in the monetary metals are actually just executing Federal Reserve positions. "No bullion bank is short for its own book," Maguire asserts.
Alasdair Macleod: Where are the bulls?
Submitted by admin on Fri, 2025-10-03 12:02 Section: Daily DispatchesBy Alasdair Macleod
GoldMoney, Toronto
Friday, October 3, 2025
Comex is effectively the largest gold and silver mine, with stand for deliveries a source for bullion. The conversion of paper gold and silver into bullion is now conspicuous. It cannot last.
As our headline chart illustrates --
https://www.gata.org/sites/default/files/Macleod-Chart-10-03-2025.doc
Gold stocks trounce AI-led chip rally with 135% gain in 2025
Submitted by admin on Fri, 2025-10-03 10:11 Section: Daily DispatchesBy Winnie Hsu
Bloomberg News
via Yahoo News, Sunnyvale, California
Friday, October 3, 2025
Despite all the hype over artificial intelligence and the surge in chip stocks this year, gold miners have actually been the better buy.
A gauge of gold equities from MSCI Inc. has soared about 135% this year, tracking gains in the precious metal. It's on course for its greatest-ever outperformance versus the index compiler's measure of major global semiconductor firms, which is up 40%.
... Dispatch continues below ...
Paul Brownstein: Morgan Stanley displaces bonds for gold
Submitted by admin on Fri, 2025-10-03 09:19 Section: Daily DispatchesBy Paul Brownstein
Charts and Parts, Substack
Friday, October 3, 2025
Morgan Stanley just blinked.
After decades of worshiping at the altar of 60/40 (stocks/bonds), they have shifted to 60/20/20 (stocks/bonds/gold). Gold now has a real seat at the table.
Nobody likes to go first -- not in markets, not in start-ups, not in fashion. But once the ice breaks, the floodgates can open.
... Dispatch continues below ...
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