Goldman Bulls Up on Silver
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Housekeeping: Good Morning.
Today:
* Premium Analysis: Short Gold Swap Stress
* News: ZH Breaks down a GS silver comment.
Premium Analysis:
Excerpted from the Sunday CoT Discussion
Sideways/higher week with significant fund churning with long and short funds adding small… But Short swap dealers covered aggressively from multiple cohorts… including Producers and other swap dealers…suggesting market-making duties are secondary to market taking needs
Short swap dealers act like they are closing shop with no…
The skinny
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