Silver: Short-Term Cautious, Long-Term Bullish

Tue, 07/05/2011 - 09:41 EDT - Seeking Alpha

Prieur du Plessis submits: According to BCA Research, silver’s risk/reward trade off is neutral. The team argues the following in a recent research note: Although the price of silver is down 33% from its recent peak, it has handily outperformed gold and platinum since the 2008 bottom. Fabrication demand for silver has gone sideways for the past 10 years and primary supply has been in a steady uptrend. There are longer-term bullish influences at work for both physical and paper demand, but for the time being, the main driver is investment demand. This allows for a further correction in the coming months, and warns against bottom-fishing. At the same time, a long gold/short silver spread ‘trade’ is shaping up. However, the longer-term issue for investors is when to buy. The white metal should benefit from a multi-year period of low real interest rates, plentiful liquidity, incentives for currency devaluation and fiat money debasement. TheComplete Story »

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Silver: Short-term cautious, long-term buy
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog.According to BCA Research, silver’s risk/reward trade off is neutral.
“This is usually a bullish period for gold,” says David Fuller
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog.With gold bullion again trading above $1,750, it is interesting to pick up on some comments on the yellow metal from my friend David Fuller, co-writer of the FullerMoney.com newsletter.
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In the Bullring With Gold
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A Bullish Backdrop for Energy Prices
Prieur du Plessis submits: BCA Research, in a short report on energy prices, said: “Tightening efforts in China have had virtually no impact on energy demand, as crude oil imports remain in a strong uptrend as the country transit
China vs. JP Morgan and the Battle Over Gold and Silver
Jason Hamlin submits:

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Silver: Short-Term Cautious, Long-Term Bullish

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