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Rebalancing Noise in a Physical Market

The last two sessions have seen markets drift lower, a move that would normally attract little attention in a higher-volatility environment. This time, however, the pullback coincides with a widely circulated must read Zero Hedge post warning of a potential silver selloff.

Zero Hedge synthesized three separate research notes.Their breakdown of the situation is perfect actually. The question is not whether selling pressure exists. It does. The question is whether that pressure is decisive, or merely mechanical.

This podcast and write up aim to demystify these rebalancing acts such as they are