On a special edition of the Big Picture this week, Jim covers the silver markets and fundamentals with David Morgan of The Morgan Report. David makes the point that silver is at last confirming gold’s rise this year, which he believes is a very bullish sign of things to come. David discusses the supply situation for silver, as well the significant consolidation within the silver mining industry. They also cover the metals derivatives market, and the risks involved. In the next topic, we offer a reprise of the FS Insider interview with Don Coxe from early April. Don and Jim cover a broad range of issues as usual, from the price of gold and copper, China, oil, and geopolitics in the Middle East. Don makes an interesting connection between growing American cynicism and fear, and the rise in gold this year. He also comments on the growing threat of terrorism.
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