7 Comments

I was wondering what Barrick was going to do about this when I saw the news earlier. The ownership of the entire mine is questionable right now.

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Canada is not a safe jurisdiction so long the current government and allies are in place. Every one knows this.

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Doing business in the third or fourth world is very risky. Bring your own army.

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One armed bandits, pull the handle and watch the wheels turn. In most foreign lands mining is worse than Vegas.

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Does buying shares of an ETF really focus on the physical?

I read the LBMA trades over 1billion oz silver every day - which is more than the anual production of silver. That kind of paper manipulation keeps the price of silver down.

ETFs seem like a layer of paper between owners and the physical metal. Am I wrong on that?

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Hi Eric, "physical" ETFs (the good ones at least) buy commodities and store them. This takes inventory out of the paper system and brings us closer to the day when futures traders won't control prices. Here's a post that provides some background: https://rubino.substack.com/p/how-you-store-it-part-2-physical

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Bill Holter tells the story of how he dropped off some 2005 dated gold coins at a secure vault and when he went to retrieve them a few years later they were dated 2012. It seems trust is the key to physical ETFs.

Check out this clip of CAF talking about the bitcon ETF https://youtu.be/ViguuJGh3E8?si=FbvpjIGLjurN4hVs

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