Sunday Gold Fix – Inventory Paradox
The physical markets for precious metals do operate under the philosophical framework of basic economics. The price of gold, for example, will move based on underlying demand and supply dynamics though...
View ArticleSunday Gold Fix – Monday GOFO Plunges With Gold
I delayed posting in its regular Sunday spot to see if there were any additional pressures in gold prices over the weekend. Sure enough, gold sold off again seemingly in tandem with Japanese financial...
View ArticleSunday Gold Fix – Inventory Paradox
The physical markets for precious metals do operate under the philosophical framework of basic economics. The price of gold, for example, will move based on underlying demand and supply dynamics though...
View ArticleSunday Gold Fix – Monday GOFO Plunges With Gold
I delayed posting in its regular Sunday spot to see if there were any additional pressures in gold prices over the weekend. Sure enough, gold sold off again seemingly in tandem with Japanese financial...
View ArticleThree Things About Today’s UST Sell-off, Beginning With Fedwire
Three relatively quick observations surrounding today’s UST selloff.1. The intensity. Reflation is the underlying short run basis, but there is ample reason to suspect quite a bit more than that alone...
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