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Livio's avatar

Great article, Jesse. I am curious; could it be possible that the recent large influx of gold into COMEX vaults underlies an attempt to back the US debt by gold? What would be the consequences in such case?

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Jesse Colombo's avatar

Thank you - I've been hearing various theories including that one. I'm still researching and trying to process what is happening. I don't want to promote a theory that proves untrue because there have been many in the precious metals world (ex: that the BRICS would launch a gold-backed currency last year).

As of now, my base assumption is that this is related to tariffs, but I'm keeping my eye out for additional information and will write about it if/when I come across it.

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Stephen's avatar

It’s tempting to add a (very) little gold, even at ATH’s, as we know this is still early in the ultimate price rise. But the silver-to-gold ratio keeps trying to seduce me with its undervalued Siren call.

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Jesse Colombo's avatar

I hear you! Silver just needs to bust above that blasted $33 resistance and then I believe the floodgates are going to open. I think we're close.

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Stephen's avatar

Feels like it, doesn’t it? March 2020 proved to be a false start, but with this metal moving to the US and gold’s ATH’s now including USD, …

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Jesse Colombo's avatar

Exactly - the fact that gold is on such a tear (and making silver more undervalued each day in comparison) is one of the many reasons why I feel we're close. I'm going to write a big report in the next day or so about silver and what it will take for it to finally break out.

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Stephen's avatar

Looking forward to the report!

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Jesse Colombo's avatar

Thanks!

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Stephen's avatar

👍

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