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<p>[QUOTE=&quot;Juan Blanco, post: 1621255, member: 41665&quot;]The US Mint &quot;supply constraint&quot; is real but meaningless to POS. US coin buyers are a trifle of the physical mkt (however important in their own minds.) But psychological hype may push US bullion premiums HIGHER in the short term - dealers will (and should) milk this &#039;Silver shortage&#039; nonsense for all its worth.</p><p><br /></p><p>US bullion buyers might prudently await the likely Gold retrace, come March/April June. (That&#039;s just <u>my</u> two cents! Assuming Ag follows Au down in bigger price moves.)</p><p>On the other side of this argument, Bron dismisses the idea of Silver Seasonality: <a href="http://www.perthmintbullion.com/Libraries/Website_Downloads/120619_Silver_Seasonality_1.sflb.ashx" target="_blank" class="externalLink ProxyLink" data-proxy-href="http://www.perthmintbullion.com/Libraries/Website_Downloads/120619_Silver_Seasonality_1.sflb.ashx" rel="nofollow">http://www.perthmintbullion.com/Libraries/Website_Downloads/120619_Silver_Seasonality_1.sflb.ashx</a></p><p><br /></p><p>Also check the Barron&#039;s Roundtable for 2013 in this and coming issues. (Marc Faber did not attend this year; Fred Hickey filled the Gold-Bug seat.) This is what I&#039;ve been saying, too.</p><p><a href="http://blogs.barrons.com/focusonfunds/2013/01/22/barrons-roundtable-is-bullish-on-gold/?mod=BOLBlog" target="_blank" class="externalLink ProxyLink" data-proxy-href="http://blogs.barrons.com/focusonfunds/2013/01/22/barrons-roundtable-is-bullish-on-gold/?mod=BOLBlog" rel="nofollow">http://blogs.barrons.com/focusonfunds/2013/01/22/barrons-roundtable-is-bullish-on-gold/?mod=BOLBlog</a></p><p><br /></p><p>If Silver typically has ~2x the volatility of POG, there could be another spectacular Ag decline when Gold gets whacked (again): that&#039;s the point to BUY, POS ~under $25. maybe as low as $19? </p><p>I don&#039;t think anyone here should be a Seller of bullion, either.[/QUOTE]</p><p><br /></p>

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