http://cpmgroup.com/free_library1/P...old_Yearbook_2011_Presentation_March_2011.pdf Some great slides in here. Looks like all the best gold was mined in the 60's, and now we're down under 2g/t for gold.
Just going back over this presentation, this slide caught my eye. Talk about leverage. The 'physical market flow' doesn't seem to be changing much over the past decade (although the scale is hardly helpful to compare).
Silver presentation for 2011 http://cpmgroup.com/free_library1/P...ilver_Yearbook_2011_Presentation_May_2011.pdf
Also from same website CPM Group Silver Conspiracies August, 2008 ( a bit old but still - the Bank is answering ) http://cpmgroup.com/free_library1/C...CPM_Group_Silver_Conspiracies_August_2008.pdf
