Covers the silver market with a focus on supply constraints, Mexican mining disruptions such as the First Majestic San Dimas blockade, and physical demand from India. Mixes market commentary with a strongly bullish, politically charged point of view aimed at precious metals investors.
Website: https://thesilverindustry.substack.com
Dominic Frisby shares market commentary, interviews and opinion with a libertarian slant, focused on gold, silver and bitcoin. Readers get price analysis, macro context and investment ideas such as specific mining positions.
A market-commentary newsletter from Florian Grummes covering daily gold and silver price calls, support and bias levels, and longer-term outlooks for precious metals. Readers get short technical views on where gold and silver may bottom, plus occasional interview highlights on macro and sentiment.
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.
VON GREYERZ is a gold and silver-focused newsletter from a precious metals storage firm, arguing that debt, bond yields and money printing make physical gold and silver essential holdings. Readers get a bullish, promotional case for bullion with macro context, historical comparisons and price targets, though the claims are rarely substantiated with evidence.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
