⛏️ Unexplained Gap in China's Reported Gold Holdings

Unexplained Gap in China's Reported Gold Holdings
Matching the total gold holdings of Chinese retail buyers, banks and the PBOC against production and import figures, analyst Chen Long sees a gap that does not add up. Read on »

Kuppy: The Culling
In Harris Kupperman's latest post, he explains why he's now cleansing his portfolio in a big way. "It’s feeling crowded out there. I’m not finding many trends that interest me. I’m not finding many cheap stocks. I’m finding a lot of mediocre businesses that keep leaking lower. The markets are not dumb." Read on »

Canada Secures Vital Metals' REEs, Shutting China Out of Deal
Vital Metals announced Monday that minerals collected from its Saskatchewan-based Nechalacho Project will remain within Canadian borders. Read on »

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