@honzacern1 We had it and I was very long. The situation has changed. Spot being under "paper" silver has nothing to actually do with a "paper curve" as it is higher than the (relative) weak front/spot. Markets are smart, fairy-tales could get you hurt.
@Nicnevim11 Japonsko muze konecne vyresit 40 let deflace...zavedou YCC a Yen bude ventil. Corporate profits up, Nikkei up, inflace up (neco o co se dlouhou dobu marne snazili) a treba unlocknou animal spirits a rozjedou se. Yen je extremne heavy a imo to bude explozivni
@honzacern1 Carry is a factor, but as you said...contango is natural. In a state of shortage, the curve is usually backwardated - market rewarding e.g. metal spot over storing. And the curve does not believe these fairy-tales