The long game for silver, paper markets, and fear

In part two of Silver Facts and Fantasies 2024, CPM Group's Jeffrey Christian discusses why derivative trading volumes are larger than physical volumes, and what if any effect the "paper market" has on physical silver prices.

Jeff also discusses whether CPM Group thinks silver is a good long-term investment, our fear of a collapse, the four fundamental pillars of the silver market, and the correct way to measure silver inventories.

The Facts and Fantasies Online seminar is a question and answer presentation focused on silver. In 2024, more than 450 people registered for the 2.5 hour event. During the presentation, Jeffrey Christian divided more than 150 questions into topics he presented.

This is Part 2 of that presentation.

CPM Group

CPM Group is a commodities research, consulting, financialadvisory and commodities management firm providing independent research,analysis and advisory services related to commodities markets, corporate andproject finance, and the financial management of exposure to commodity orientedinvestments.

We started our business in 1986 predicated on the idea that commoditiesresearch and advice is best delivered by independent experts who do not work forbanks, brokers, mining companies, or any other entity that has interests thatcould conflict with the best interests of the clients receiving the research,analysis, and advice.

All of our work is driven by fundamental commodities research and economicanalysis. As we undertake our research into individual commodities markets wegather a tremendous amount of information and develop an enormous body ofextremely high quality, unbiased analysis of the markets and the companies thatare involved with individual commodities. The outputs of our research andanalysis take the form of research reports, specialized and targeted consultingrelated to these markets, financial advisory services ranging from corporate andproject finance structuring to equity introductions, and managing specificcommodities and investment positions for clients.

CPM Group continues to demonstrate the economic value and financial worth ofsuperior research, information, and analysis. Our research is based onmicro-economic analysis of the individual components of each commodity market,wedded with a top-down macro-economic analysis of the global trends affectingthese markets. We apply the results of that analysis to our research,consulting, and advisory services.

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

opinion

The long game for silver, paper markets, and fear

By CPM Group

Kitco Commentaries
Opinions, Ideas and Markets Talk

CPM Group

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opinion

The long game for silver, paper markets, and fear

By CPM Group

Kitco CommentariesOpinions, Ideas and Markets Talk

CPM Group

Tags:

Kitco Commentaries
Opinions, Ideas and Markets Talk