As questioned already in this blog about the spread between physical and paper gold price, we believe this article from Minyanville (5 Nov 2008 - Mother of All Short Squeezes for Gold?) gives an excellent summary of the Comex delivery situation and how other signs such as Lease Rate and Forward Curve is pointing towards a possible short squeeze.
Also read : 4 Nov 2008 - Jim Sinclair - Physical Delivery of Gold From the Comex Warehouse
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