http://www.ingoldwetrust.ch/alex-stanczyk-physical-supply-never-been-tighter
http://www.24hgold.com/english/news-gold-silver-the-inexorable-tightening-of-global-physical-demand.aspx?contributor=Ranting+Andy&article=5003747950H11690&redirect=False
Obviously these commentators are bullish. However, I do believe that the supply demand equation in gold is the most interesting factor for higher prices in the future.
trial mining conclusion date, page-22
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