What Is the COMEX? Futures, Delivery and Physical Reality

2026-03-28

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We work through the seven most common and most important questions surrounding the recent weakness in gold and silver prices. From the safe haven paradox and dollar dynamics, to leveraged selling, market structure mechanics, and the critical distinction between the paper market and physical demand.

Questions Covered:

If gold and silver are safe havens, why are they falling during a war?

Is this really about inflation and interest rates, or is that too simplistic?

Are we seeing a broader push into liquidity and dollar assets?

Are we seeing forced selling driven by leverage and positioning?

How much of this is simply market structure, month-end flows, futures and options expiry?

Is this a collapse in physical demand or is it primarily a paper-market event?
Why is silver falling more

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