Economist Dr. Nomi Prins looks at the most significant investment opportunities in a market she sees as distorted by exaggerated paper selling. She argues that silver presents the greatest potential due to a historic disconnect between its heavily traded paper price and a persistent six-year physical supply deficit. Despite price volatility driven by algorithmic and ETF trading, demand for physical ounces from industry, particularly from Asia for solar applications, remains insatiable. Pure-play silver miners, which remain highly profitable even at current price levels, are therefore positioned as attractive opportunities, she argues.
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