Recent content by pmbug

Trump's latest tariff threat to Europe includes the UK and Switzerland. The threat reported covers all goods - no exemptions. If no TACO and they actually follow through, that means gold or silver from LBMA/Swiss refineries get tariffed. This could kill the LBMA (USA bullion banks won't ship...

View: https://www.youtube.com/watch?v=D2ODRfxw7To

Final tally for 2025: View: https://x.com/pmbug/status/2009344351680516497

View: https://x.com/pmbug/status/2005384483718246741

CME announced another margin raise effective Monday (close?). I don't think that will stop China from buying from London though.

View: https://x.com/pmbug/status/2003073113060520191

View: https://x.com/pmbug/status/2002782487932444682

They are terrible.

That Fortune story is from 2019. I wonder if there are any updates to it.

If you are playing at a full table and you can't tell who the donkey is, then you are the donkey.

View: https://x.com/CoinDesk/status/2000939213479666050

View: https://www.youtube.com/watch?v=PUHls2GRTnU

View: https://x.com/pmbug/status/1997021797880156495

COMEX has 455,994,528.415 ozt in registered + eligible vaults. SLV owns 100,171,112.2 ozt of that in JPM's vaults. How much of the remaining 355,823,416.215 ozt is actual free float (as opposed to held by diamond hands) is an open question. 60mozt would be about 17% of the known possible free...