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"Go East Young Man."

derrybderryb Posts: 36,823 ✭✭✭✭✭
edited October 19, 2022 4:34AM in Precious Metals

Gold Migrating from West to East

"There is also growing demand for silver in Asian markets, particularly India. The premium on silver has tripled in recent months."

"Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

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Comments

  • rickoricko Posts: 98,724 ✭✭✭✭✭

    @derryb ... Does that last sentence refer to premiums tripling apply only to India? Certainly not here.... Cheers, RickO

  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    per the link, yes India.

    Anytime I put something in quotes and italics I am simply quoting, verbatim, the provided link.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cohodkcohodk Posts: 19,127 ✭✭✭✭✭

    @derryb said:
    "There is also growing demand for silver in Asian markets, particularly India. The premium on silver has tripled in recent months."

    Is there data supporting this claim? Is the author accounting for 12% decline in the rupee vs the dollar?

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • blitzdudeblitzdude Posts: 5,894 ✭✭✭✭✭

    No gold flowing out of here. Only inflows. RGDS!

    The whole worlds off its rocker, buy Gold™.

  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    @cohodk said:

    @derryb said:
    "There is also growing demand for silver in Asian markets, particularly India. The premium on silver has tripled in recent months."

    Is there data supporting this claim? Is the author accounting for 12% decline in the rupee vs the dollar?

    It's > @cohodk said:

    @derryb said:
    "There is also growing demand for silver in Asian markets, particularly India. The premium on silver has tripled in recent months."

    Is there data supporting this claim? Is the author accounting for 12% decline in the rupee vs the dollar?

    Like all reports, opinion and newsletters linked on the forum by various members one must consider the source. If one questions the report, opinion or newsletter one should ask the author.

    For this linked information I trust the author. His 2008 melt down warning not only save me $100's of thousands, but following his recommendations for wealth protection I enjoyed a nice profit while most were swimming in a sea of loss and uncertainty.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cohodkcohodk Posts: 19,127 ✭✭✭✭✭
    edited October 20, 2022 3:41AM

    @derryb said:

    @cohodk said:

    @derryb said:
    "There is also growing demand for silver in Asian markets, particularly India. The premium on silver has tripled in recent months."

    Is there data supporting this claim? Is the author accounting for 12% decline in the rupee vs the dollar?

    It's > @cohodk said:

    @derryb said:
    "There is also growing demand for silver in Asian markets, particularly India. The premium on silver has tripled in recent months."

    Is there data supporting this claim? Is the author accounting for 12% decline in the rupee vs the dollar?

    Like all reports, opinion and newsletters linked on the forum by various members one must consider the source. If one questions the report, opinion or newsletter one should ask the author.

    For this linked information I trust the author. His 2008 melt down warning not only save me $100's of thousands, but following his recommendations for wealth protection I enjoyed a nice profit while most were swimming in a sea of loss and uncertainty.

    Authors have opinions and biases so questioning them is futile. One should question the data, as it often compiled by those with said biases and motives.

    Unfortunately for us, your sigline is accurate. However it does speak for all, and we've been warned about that.

    Ask questions.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    What does it mean when a silver retailer wants to buy back their silver at more than they sold it to you for? LOL

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • HigashiyamaHigashiyama Posts: 2,192 ✭✭✭✭✭

    Isn’t the appropriate question:

    What does it mean when a silver retailer is offering to buy something supposedly in high demand for about 75 % of their sell price?

    Higashiyama
  • derrybderryb Posts: 36,823 ✭✭✭✭✭
    edited October 30, 2022 6:39PM

    @Higashiyama said:
    Isn’t the appropriate question:

    What does it mean when a silver retailer is offering to buy something supposedly in high demand for about 75 % of their sell price?

    it means they project even higher prices. LOL

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • jmski52jmski52 Posts: 22,850 ✭✭✭✭✭

    What does it mean when a silver retailer is offering to buy something supposedly in high demand for about 75 % of their sell price?

    It seems to be a recognition that the market is volatile and is going to stay that way for awhile.

    What is your interpretation? Why do you say "supposedly"?

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • blitzdudeblitzdude Posts: 5,894 ✭✭✭✭✭
    edited October 30, 2022 5:01PM

    @derryb said:

    @Higashiyama said:
    Isn’t the appropriate question:

    What does it mean when a silver retailer is offering to buy something supposedly in high demand for about 75 % of their sell price?

    it means the project even higher prices. LOL

    It means there's a sucker born every minute. Lets buy into the gutter at an immediate 25% LOSS. 'Merica should start teaching economics in preschool. There's a resaon why we lag the rest of the planet. SLV zero premium. Buy click, sell click. RGDS! :sunglasses:

    The whole worlds off its rocker, buy Gold™.

  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    Your whining is starting to get old. LOL

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • jmski52jmski52 Posts: 22,850 ✭✭✭✭✭

    He's just hoping that some unsuspecting bloke will come along and ignore the advice he got here on this board to sell some 90% silver at 18X to 20X.

    Which is exactly what happened.

    Too bad. That seller dumped some nice 90% at 12.9X and blitzie missed his big chance. All of that posturing gone to waste. :'(

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • cohodkcohodk Posts: 19,127 ✭✭✭✭✭

    @derryb said:
    What does it mean when a silver retailer wants to buy back their silver at more than they sold it to you for? LOL

    Just 2 days ago you said retailers has lots of ASE available so supply was not a determinant factor in premiums.

    Do you suffer from whiplash?

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,823 ✭✭✭✭✭
    edited October 31, 2022 3:07AM

    @cohodk said:

    @derryb said:
    What does it mean when a silver retailer wants to buy back their silver at more than they sold it to you for? LOL

    Just 2 days ago you said retailers has lots of ASE available so supply was not a determinant factor in premiums.

    Do you suffer from whiplash?

    Unlike some here, I suffer from common sense. I correctly said retailers had plenty in stock. Don't believe me? Place an order. LOL

    I have ALWAYS said ASE premiums are a result of current demand and projected supply issues. How many times must one say the same thing over and over before you quit trying to distract discussion by change their words?

    If you spent more time discussing and not shooting yourself in the foot, you might be taken more seriously.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cohodkcohodk Posts: 19,127 ✭✭✭✭✭

    There is no distraction. I'm using your words. Please be more careful so as to not distract us from the facts.

    "Projected" is an opinion used to distract from facts.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    @cohodk said:
    There is no distraction. I'm using your words. Please be more careful so as to not distract us from the facts.

    "Projected" is an opinion used to distract from facts.

    "Projected" is a term used by investors to make investment decisions based on what they think will happen. Have another cup of woke coffee.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cohodkcohodk Posts: 19,127 ✭✭✭✭✭
    edited October 31, 2022 3:29AM

    @derryb said:

    @cohodk said:
    There is no distraction. I'm using your words. Please be more careful so as to not distract us from the facts.

    "Projected" is an opinion used to distract from facts.

    "Projected" is a term used by investors to make investment decisions based on what they think will happen. Have another cup of woke coffee.

    Glad you agree its an opinion.

    Haven't you gone on record saying silver is not an investment?

    Why do you keep using this "woke" word?

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    for me silver is not an investment, for others it may very well be. When ya wanna stop talking about me and start talking about PMs?

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • jmski52jmski52 Posts: 22,850 ✭✭✭✭✭

    @derryb:

    He can't figure out what "record demand for silver eagles" means. lol

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    @jmski52 said:
    @derryb:

    He can't figure out what "record demand for silver eagles" means. lol

    he has blitzitis. He's more concerned with the messenger than the message.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • blitzdudeblitzdude Posts: 5,894 ✭✭✭✭✭

    @derryb said:
    Your whining is starting to get old. LOL

    Truth hurts. RGDS!

    The whole worlds off its rocker, buy Gold™.

  • blitzdudeblitzdude Posts: 5,894 ✭✭✭✭✭

    @jmski52 said:
    @derryb:

    He can't figure out what "record demand for silver eagles" means. lol

    Record demand at 850K a month? The whales are killing it. ROFLMAO!

    @derryb said:

    @cohodk said:
    There is no distraction. I'm using your words. Please be more careful so as to not distract us from the facts.

    "Projected" is an opinion used to distract from facts.

    "Projected" is a term used by investors to make investment decisions based on what they think will happen. Have another cup of woke coffee.

    Time to WOKE the dinosaurs up. Get out the Geritol, mustard and Bengay. RGDS!

    The whole worlds off its rocker, buy Gold™.

  • jmski52jmski52 Posts: 22,850 ✭✭✭✭✭
    edited October 31, 2022 3:12PM

    Record demand at 850K a month? The whales are killing it. ROFLMAO!

    850K a month is supply. "Sold Out" is demand. Very simple to understand, for most folks.

    103% premium is definitely a record for silver eagles since their inception.

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    @jmski52 said:
    Record demand at 850K a month? The whales are killing it. ROFLMAO!

    850K a month is supply. "Sold Out" is demand. Very simple to understand, for most folks.

    lol

    and you can bet the authorized purchasers are gobbling them up as fast as they can.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • jmski52jmski52 Posts: 22,850 ✭✭✭✭✭

    and you can bet the authorized purchasers are gobbling them up as fast as they can

    Yup, an inventory turn of 1 day is like free money. I wonder what the backlog of orders might be.

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • blitzdudeblitzdude Posts: 5,894 ✭✭✭✭✭

    @jmski52 said:
    and you can bet the authorized purchasers are gobbling them up as fast as they can

    Yup, an inventory turn of 1 day is like free money. I wonder what the backlog of orders might be.

    It seems Gutter has finally done it at $18ozt. YAY!!

    The whole worlds off its rocker, buy Gold™.

  • blitzdudeblitzdude Posts: 5,894 ✭✭✭✭✭

    @jmski52 said:
    Record demand at 850K a month? The whales are killing it. ROFLMAO!

    850K a month is supply. "Sold Out" is demand. Very simple to understand, for most folks.

    103% premium is definitely a record for silver eagles since their inception.

    850K ounces of monthly gutter is peanuts. It's like 10 minutes of trading Bill Gates Microsoft stock. Chump Change as they say. THKS!

    The whole worlds off its rocker, buy Gold™.

  • jmski52jmski52 Posts: 22,850 ✭✭✭✭✭

    I will concede one thing - the premium of Silver Eagles is $9.00 higher than Britannias or Philharmonics - which is excessive in my opinion, regardless of supply, or demand. I could understand a difference of 2 or 3 dollars maybe, but not $9.

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • derrybderryb Posts: 36,823 ✭✭✭✭✭
    edited October 31, 2022 4:01PM

    @blitzdude said:

    @jmski52 said:
    and you can bet the authorized purchasers are gobbling them up as fast as they can

    Yup, an inventory turn of 1 day is like free money. I wonder what the backlog of orders might be.

    It seems Gutter has finally done it at $18ozt. YAY!!

    It seems like silver has finally done it - 100+% premiums and throwing the middle finger at the spot traders. Now we wait for the bullion banker spot traders to panic and fall all over each other trying to buy.

    Oh, did you hear? APMEX is out of ASEs! Shame there is no end to paper contracts. . . for now.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • blitzdudeblitzdude Posts: 5,894 ✭✭✭✭✭

    @derryb said:

    @blitzdude said:

    @jmski52 said:
    and you can bet the authorized purchasers are gobbling them up as fast as they can

    Yup, an inventory turn of 1 day is like free money. I wonder what the backlog of orders might be.

    It seems Gutter has finally done it at $18ozt. YAY!!

    It seems like silver has finally done it - 100+% premiums and throwing the middle finger at the spot traders. Now we wait for the bullion banker spot traders to panic and fall all over each other trying to buy.

    Funny, at this exact moment in time I can buy gutter at the price of spot and even some days under. It's an amazing world once you're willing to take off the blinders. SCNC!

    The whole worlds off its rocker, buy Gold™.

  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    @blitzdude said:

    Funny, at this exact moment in time I can buy gutter at the price of spot and even some days under.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • dcarrdcarr Posts: 8,469 ✭✭✭✭✭

    @blitzdude said:

    @derryb said:

    @blitzdude said:

    @jmski52 said:
    and you can bet the authorized purchasers are gobbling them up as fast as they can

    Yup, an inventory turn of 1 day is like free money. I wonder what the backlog of orders might be.

    It seems Gutter has finally done it at $18ozt. YAY!!

    It seems like silver has finally done it - 100+% premiums and throwing the middle finger at the spot traders. Now we wait for the bullion banker spot traders to panic and fall all over each other trying to buy.

    Funny, at this exact moment in time I can buy gutter at the price of spot and even some days under. It's an amazing world once you're willing to take off the blinders. SCNC!

    Anyone can buy SLV at less than "spot" because that is all it is worth.

    Silver Eagles cost a lot more than "spot" because that is what they are worth in this market.

    The form that silver takes has a lot to do with the value.
    Paper representatives are always at the bottom of the ranking, for good reason.

  • derrybderryb Posts: 36,823 ✭✭✭✭✭
    edited November 1, 2022 2:49AM

    Paper representatives ARE NOT silver. They are promises for silver that may or may not actually exist. The promises have no limit of supply. Their only use to the stacker or investor is short term trading in an effort to profit from volatile short term silver spot gains. Odds are in your favor that the counterparty risk in the short term is negligible.

    So, yes, save money and buy promises. Be aware that they are simply a promise. A silver eagle in my hand has no such counterparty risk. That is why it sells for more than a promise.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • jmski52jmski52 Posts: 22,850 ✭✭✭✭✭

    SLV is only vaporware. Nothing more.

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    @jmski52 said:
    SLV is only vaporware. Nothing more.

    The promise that it is physically in the vault is meaningless. If it is there it has at least three different owners.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • jmski52jmski52 Posts: 22,850 ✭✭✭✭✭

    The promise that it is physically in the vault is meaningless. If it is there it has at least three different owners.

    The operative word here is "If".

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • blitzdudeblitzdude Posts: 5,894 ✭✭✭✭✭
    edited November 1, 2022 3:27PM

    @derryb said:

    @jmski52 said:
    SLV is only vaporware. Nothing more.

    The promise that it is physically in the vault is meaningless. If it is there it has at least three different owners.

    APMEX ASE premiums are meaningless. You can pay 100% over if you want but you're LCS is only going to pay you spot to spot +2. That is if you are willing to leave your bunker with a pallet jack to haul it all down there. Click-click. RGDS! :sunglasses:

    The whole worlds off its rocker, buy Gold™.

  • jmski52jmski52 Posts: 22,850 ✭✭✭✭✭
    edited November 1, 2022 3:57PM

    LCS is only going to pay you spot to spot +2.

    Your credibility is about less than zero. Note that earlier in this very thread, it's been documented that even Apmex is paying $10 over.

    Less than zero. Why not join the conversation instead of degrading it?

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • blitzdudeblitzdude Posts: 5,894 ✭✭✭✭✭

    @jmski52 said:
    LCS is only going to pay you spot to spot +2.

    Your credibility is about less than zero. Note that earlier in this very thread, it's been documented that even Apmex is paying $10 over.

    Less than zero. Why not join the conversation instead of degrading it?

    I did join the conversation. You can pay $18 over for gutter all you want and turn around and sell it for $2 over or even $10 over in your fantasy unicorn APMEX land (Still a $8 loss :roll) and I can buy and sell SLV click click no premium, no lowball offers......As simple as 101. Get out the pallet jack. ROFL! RGDS!!!

    The whole worlds off its rocker, buy Gold™.

  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    Why are we talking about serious stackers paying ridiculous premiums? They have already stacked ASEs at much lower premiums. Those who continue to stack, myself including, are choosing much lower premium silver. New players should take heed and look for bargains among 5 and 10 oz. bars, the ASE ship has sailed. Bullionexchanges.com is a good place to start.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • dcarrdcarr Posts: 8,469 ✭✭✭✭✭
    edited November 1, 2022 5:19PM

    @blitzdude said:

    @jmski52 said:
    LCS is only going to pay you spot to spot +2.

    Your credibility is about less than zero. Note that earlier in this very thread, it's been documented that even Apmex is paying $10 over.

    Less than zero. Why not join the conversation instead of degrading it?

    I did join the conversation. You can pay $18 over for gutter all you want and turn around and sell it for $2 over or even $10 over in your fantasy unicorn APMEX land (Still a $8 loss :roll) and I can buy and sell SLV click click no premium, no lowball offers......As simple as 101. Get out the pallet jack. ROFL! RGDS!!!

    I will pay $10 per share for SLV. Not a cent more.

    Next year 50% of "spot". And the year after that 40% of "spot" ... and so on.

  • jmski52jmski52 Posts: 22,850 ✭✭✭✭✭

    I can buy and sell SLV click click no premium, no lowball offers......As simple as 101.

    I think that's what you should do. You can play with your pretend market and you'll be all upset when they default on your position before you can convert it to real metal. Have fun!

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • meluaufeetmeluaufeet Posts: 764 ✭✭✭

    PSLV is trading at a 2% discount.

  • cohodkcohodk Posts: 19,127 ✭✭✭✭✭

    @derryb said:

    @jmski52 said:
    @derryb:

    He can't figure out what "record demand for silver eagles" means. lol

    he has blitzitis. He's more concerned with the messenger than the message.

    You're the one always calling people names? What is your priority?

    Can someone please support the claim of record ASE demand with some actual numbers?

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • cohodkcohodk Posts: 19,127 ✭✭✭✭✭

    @derryb said:
    Oh, did you hear? APMEX is out of ASEs!

    Don't show sold out on their website. Why do you feel the need to spread misinformation?

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    @cohodk said:

    @derryb said:

    @jmski52 said:
    @derryb:

    He can't figure out what "record demand for silver eagles" means. lol

    he has blitzitis. He's more concerned with the messenger than the message.

    You're the one always calling people names? What is your priority?

    Can someone please support the claim of record ASE demand with some actual numbers?

    Actual numbers, if supply exists consider demand the culprit:

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cohodkcohodk Posts: 19,127 ✭✭✭✭✭
    edited November 3, 2022 4:14AM

    You show the price of an ASE from a retail outlet but we are still waiting for demand numbers.

    Just a few quotes above you state this same outlet is out of ASE, now you show them as offering ASE for sale. Perhaps if your comments were not so hypocritical we would accept your views, hyperbole, narrative and rhetoric.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • jmski52jmski52 Posts: 22,850 ✭✭✭✭✭

    The only real demand numbers for ASEs would have to be obtained from the major dealers, and remarks by some of those dealers at a recent conference have already been provided in this thread, in addition to the remarks that Bill Holter has already made in several blog posts. Scroll up.

    Just a few quotes above you state this same outlet is out of ASE, now you show them as offering ASE for sale. Perhaps if your comments were not so hypocritical we would accept your views, hyperbole, narrative and rhetoric.

    Perhaps you should check with Apmex and ask them about their situation. Maybe they got a recent shipment that allowed them to put more ASEs up for sale. Or, is that too far of a stretch for you?

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • derrybderryb Posts: 36,823 ✭✭✭✭✭

    @cohodk said:

    Can someone please support the claim of record ASE demand with some actual numbers?

    Here's some data on recent gold demand from central banks:

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

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