KWN Weekly Metals Wrap
Egon von Greyerz
Got Gold Report (om COT-data just nu i guld och silvermarknaden)
"To us that suggests that the Big Hedgers are not, repeat not, positioning as though they expect gold and silver to move materially lower. To the contrary, if the Big Hedgers thought that gold and silver were heading much lower we would expect them to be positioning for it with higher, not extremely low net short positions."