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What matters more for the gold and silver prices… Yields or higher physical deliveries on the options market

Cory
February 23, 2021

Dave Erfle, Founder of The Junior Miner Junky joins me for a focus on the gold and silver markets. We start by comparing the recent bounce in gold, GDX and GDXJ. GDX actually made a lower low while the other two held the key November low. We also look to the options market with the expiration date this week. We are seeing higher than usual deliveries, but does this matter for price?

Click here to visit Dave’s site to follow along with the stocks he is investing in.

Discussion
12 Comments
    cfs
    Feb 23, 2021 23:11 AM

    Bargain day today in mining shares…..

    Most everything on sale.

      Feb 23, 2021 23:13 PM

      Thanks , S.Dollar, I never look at KWN UNTIL Friday’s-Sat for the broadcast. So, not much of a kicker on USAS YET. ERIC Kings show isn’t the network it was 10-15 years ago. I guess after 2008 mid year metals decimation he had to go to work somewhere

    Feb 23, 2021 23:58 AM

    It’s funny that anyone might have a hard time buying today.
    https://stockcharts.com/h-sc/ui?s=%24GOLD&p=D&yr=1&mn=5&dy=0&id=p81262138163&a=903805792

    Feb 23, 2021 23:27 PM

    Don’t think we’re at bottom just yet. Getting closer. Think we could see 1740-50 test Gold and wouldn’t be surprised to see test 31.80 GDX. Nonetheless, getting closer and still witnessing some of the larger names continuing to grind lower.

    Feb 23, 2021 23:27 PM

    Matthew, nice charts. I sold more RDS.B@39 today and then bought more ESKYF@1.84 and NFGFF@2.65. Anyone buying ELRRF today? Holy Toledo!

    Feb 23, 2021 23:44 PM

    David Morgan’s David Smith on fire @ Arcadian Economics

      Feb 23, 2021 23:05 PM

      David Smith is a sharp guy. This was posted on the KER weekend show blog, but since you mentioned him here, then this may be a good spot to repost it, in case anyone missed it.

      David H. Smith: The Financial System Starting to Crack

      Palisades Gold Radio – Feb 19, 2021

      “Tom welcomes David H. Smith, Senior Analyst for The Morgan Report, back to the show.”

      Time Stamp References:
      0:00​ – Intro
      0:36​ – Silver & Palladium
      7:40​ – Will Silver Break Gold Out
      12:45​ – Stages to silver’s rise
      15:40​ – Davos Meeting Basel III
      17:40​ – Digital Silver
      18:45​ – Physical Bullion & Premiums
      20:07​ – Blackrock & Big Money
      21:57​ – Miners & Leverage
      28:12​ – Bob Moriarty
      32:50​ – Australian Discoveries
      36:52​ – The Pareto Principle
      40:43​ – LODE Crypto Project
      46:33​ – 2020 Crisis & Gov’t
      48:40​ – Wrap Up

      https://youtu.be/2StCkO9Q7EY

    BDC
    Feb 24, 2021 24:44 AM

    STATS: https://ibb.co/tLD32wD
    Presentation slimmed from 12 to 8.
    Additionally featured today is BitCoin: