Shining Tree Gold Camp Message Board

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Gold/Mining/Energy : Shining Tree Gold Camp

ORFDF 0.0670

-1.3%

Dec 1 12:33 PM EST

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From: sense	1/2/2012 12:16:15 AM
	of 260

Evidence re the shift from PM focused ETF's to STOCKS... seekingalpha.com Check out the links at the bottom of the page on that link above, too... It looks like there is now "recognition" occurring among investors that the ETF's aren't "real physical" but "paper physical" and as a result a large number of investors are shifting holdings from "fictional physical" in ETFs to "real physical" in shares of gold miners. I believe a lot of that is likely being driven by investors awareness of the MF Global issues... revealing that the markets in precious metals are failing... because of growing awareness of the fictions in the paper trade... and not because investors fear that the value of the real metals are in for a significant decline... Paper is dragging down the price, for now... because investors now know paper isn't the same as physical... That would explain BOTH an apparent decline in metals prices... that likely has a larger decline occurring in the "paper" portion of the gold price than in the "real" portion of the gold price... and it suggests a solid reason or two why you will see gold mining shares rising AHEAD of the market price for "gold" given that the market price for gold is largely the price for PAPER and not the price for real gold...

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