Relevant:
- Physical Gold Shortage Worst In Over A Decade, as GOFO Rate Goes Negative
- The Golden Truth - Update On The Negative GOFO: Gold Has Bottomed - Headed Much Higher
- Harvey Organ: Something Big Going On at GLD/SLV As They Are Bleeding Gold/Silver; GOFO Rates Go More Negative
- Detroit Bankruptcy and GOFO Rate Inversion Could Be "Spark" for Gold
- Bill Kaye - Paper Gold System Creaking as GOFO Turns Negative Again
2013-07-11 — truthingold.blogspot.de
``What it really means is that the massive shortage of good to deliver 400 oz. bars we've been hearing about in Europe, Asia and the Middle East is true.  It tells us that not only is delivery situation for 400 oz bars extraordinarily - maybe historically - tight, BUT the western Central Banks are having problems finding enough gold to alleviate the situation.  Also, this is the second day in a row GOFO is negative out to 6 months and the 1 month negative rate has become more negative 3 days in a row.''
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