----- Original Message ----- 
From: Kyle Olbert 
To: smacko 
Sent: Wednesday, January 07, 2009 3:20 AM
Subject: Re: Red Alert: The Backwardation of Gold


This article has the sirens sounding in the commodity markets. A lot of metals 
brokers are worried that the NYSE's commodities exchange, the COMEX, could 
default on ALL of its positions... a total market breakdown, a nuclear 
default... the really interesting thing is that just 3 banks - all TARP 
recipients - hold something like 80% of the short positions in the gold market, 
effectively keeping the price depressed and causing the backwardization. 
-kyle


On Sat, Dec 27, 2008 at 5:36 PM, smacko <[email protected]> wrote:



        Red Alert: The Backwardation of Gold      
        By Antal E. Fekete
        December 9, 2008

        
http://www.augustreview.com/index.php?option=com_content&task=view&id=108&Itemid=32
       



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