It is interesting to watch the first media reports beginning to appear focused exclusively on silver. (The number 1 performing asset in the world over the last 12 months)
The guest on the clip below focuses on the supply issues of silver, which the CNBC hosts do not understand. At current prices the entire market is only about $75 billion in size.
A few funds or investors have the ability to enter the market at any time and essentially wipe out all remaining supply. This will eventually occur at some point as the low hanging fruit will become too tempting to resist for a large player who has the means.
