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Showing posts with label Hedging. Show all posts
Showing posts with label Hedging. Show all posts
06 August 2015

Will gold miners hedge, like the 1990s, into a falling price?

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Reuters recently covered the latest Societe Generale/GFMS gold hedge book analysis report, which noted that “while miners overall remain wa...
03 December 2014

Gold lease rate curve inversion

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Following on from Monday's post  on this unhistoric GOFO, I've got around my problems with image upload on blogger by putting it up ...
17 comments:
22 January 2014

Wealthy Chinese short sellers a source of future demand?

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Koos Jansen latest piece on gold leasing and short selling within China is a must read. There seems to be two basic "gold trades...
14 comments:
06 December 2013

Producer/Merchant net long is not necessarily bullish

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Gene Arensberg has a good post up on the rare occurrence of COMEX Producer/Merchants category going net long. He sees it as a bullish sign...
22 comments:
10 September 2009

To roll or not to roll, that is the central bank's question

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Yesterday I was dismissive of the recall of Hong Kong's gold as significant, but it is another bit of evidence of a shift in central ban...
1 comment:
21 August 2008

Producer (de)Hedging

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Every quarter www.gfms.co.uk release their Global Hedge Book Analysis. I've been tracking it for a while now as it makes for a very int...
10 comments:
20 August 2008

Seeking Alpha

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Nice little discussion going on at Seeking Alpha