This newsletter argues that London and COMEX gold and silver markets hide large unbacked 'naked short' positions, citing vault withdrawals and the privately run Aurum clearing system. It reacts to commentary from other analysts and presents its claims with limited verification or sourcing of the disputed figures.
Website: https://jensendavid.substack.com
TSCS is a paid-subscription equity research newsletter from London-trained analysts covering mispriced global stocks, commodities and emerging markets. Recent issues offer data-heavy, opinionated analysis of platinum miners, gold price moves and the Indonesian market sell-off, with much of the actionable detail paywalled.
Reports on wholesale physical precious metals premiums, comparing bids and asks across gold, silver, platinum and palladium products. Connects spot price moves to what dealers are paying for bullion coins and bars.
Original financial research on gold, centred on central bank buying (especially China's unreported purchases) and debt-cycle frameworks for the gold price. Readers get data-driven estimates, historical comparisons and a strongly argued view on gold's role in the changing monetary system.
Nomi Prins publishes weekly and monthly research on how global finance, geopolitics and markets interact, including central bank analysis, guest expert commentary and paid stock reports. Recent issues cover Brazil's election outcome, a Federal Reserve rate decision amid rising gold demand, and a members-only report on a gold mining company.
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