money for jam?, page-3

Every year CCU sells down in May and every year I think about reaching for the razor blades. I should know better to be honest.

I think the case for silver is far stronger than gold. It's just a simple case of supply and demand, with consumption of the supply into products where we won't see it again. Gold doesn't have that factor. Most of it is in big yellow bars sitting in vaults - which could be sold off at any time. (Think Gordon Brown or Peter Costello style).

US Mint Silver coin demand in the US is at a rate which exceeds domestic supply - which is the only source allowed for US Mint products. That effectively removes any US product from the market.

The real risk I see is alternates for silver coming into the space (thinking new conductive materials like Graphene) or substitution for other materials if the price gets too high.