SD BullionIt was great fun to visit with my pal, The Doc, President of Silver Doctors and SD Bullion today – one of the fastest growing gold and silver dealers, and recently named to Inc. 500’s fastest growing companies in America. 
It was also highly informative as we discussed the dynamics of being a bullion dealer and how this impacts physical supply and demand of gold and silver coins.
This was an extremely informative discussion, the likes of which you’re simply not going to find anywhere else.
Please carve out some time to give it a thorough listen:

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Sunshine Walking Liberty Silver RoundSunshine Minting CEO Tom Power Joined the Show For An Exclusive Insider’s Look at the Trends & Mechanics of the Physical Silver Bullion Market.
Tom Offered SD Listeners An Invaluable Look into the Silver Investment Demand Market.
Is the Retail Silver Shortage Over, or is This the Lull Before an Unprecedented Shortage? 

Gold-Silver-Percentage-Of-Global-Assets-2015What the hell happens when global investors try to invest 10% in gold or say just 1-2% in silver?
If investors decided to increase their gold and silver investments to equal the percentage in 1980, we would have the following:

Chinese hot money has taken Vancouver real-estate and now Bitcoin prices to stratospheric highs. 
If a crypto-currency without intrinsic value can muster such popularity, why not speculate on gold and silver?
Particularly silver, as it stands out as a “poor man’s gold”, ideal for action-seeking, trigger-happy Chinese investors.
Signs and investment patterns are indicating that Chinese investors have begun to do just that…

When we use the term ‘precious metals,’ most people immediately think of gold.  That makes sense, of course. Gold is the most famous and most widely held precious metal.  But there are three others, namely palladium, platinum, and silver.
Silver in particular may be worth a closer look; we wrote to you several months ago that silver was very cheap on a relative basis, especially compared to gold.  And so far this year silver has been a top-performing commodity.
So today I thought it appropriate to take some time and specifically explore silver:

rocketFirst Majestic Silver has been one of the world’s best-performing stocks in 2016, nearly quintupling at best in recent months.
This outstanding Canadian silver miner runs extensive operations in Mexico, and is one of this metal’s purest producers.
Despite its blistering run this year, First Majestic remains incredibly well-positioned to greatly leverage silver’s mean reversion higher. 
Investors should consider taking a look…

keith_weinerIf the silver speculators let go and the market price snaps to its fundamental, it will rapidly drop about $2.70.   If it overshoots by the same magnitude to the downside, we may get to enjoy $11 silver.  At least, it will be enjoyed by those who haven’t lost too many dollars betting on silver.
Perhaps that mobile phone manufacturer, driven by falling volumes and compressing profit margins, is pressured to approach silver mining companies (and all other suppliers) to see if they can cut their costs.  Perhaps they were not bidding up scarce silver at the source, but putting in a low-ball bid below market.  We don’t have that information, but one thing’s for sure:
Silver demand is weak while silver supply is robust.

Buy 1 oz Silver KookaburraEarlier this morning Keith Weiner made the claim that silver demand is weak, and supply is robust. 
This afternoon’s data point on 2016 Perth Mint Silver Kookaburra availability however (or lack thereof), seems to claim otherwise…

World-Physical-Gold-&-Central-Bank-DemandThe gold chart below should have Central Banks extremely worried.  Why? 
Because the change in physical gold and Central Bank demand since the first crash of the U.S. and global markets in 2008 is literally OFF THE CHARTS…