Silver: It’s All About Inventories
By Jeff Nielson
While I have long since given up the “hunt” for intelligent analysis from the mainstream media on the silver sector, I have also become somewhat frustrated with much of the commentary I’ve seen from the more reliable/better informed commentators within the silver sector. Two “camps” seem to have emerged, separated by what I can only describe as a logical disconnect.
On the one hand, we have a group of very vigilant and bullish commentators who are squarely focused on the melodrama of ‘evaporating’ inventories now taking place in the Comex exchange (and any/every other warehouse where significant amounts of silver can still be found). Their reporting, while insightful, is almost surreal.