Mar. 4 at 11:34 AM
India just changed the game. The Securities and Exchange Board of India now allows equity mutual funds to allocate meaningful exposure to gold & silver instruments. That’s not retail buying. That’s structural demand. So what happens when:
• Institutional demand expands
• Physical tightness builds
• Paper leverage looks stretched
You don’t get a smooth repricing. You get torque. To understand positioning, we mapped Eric Sprott’s filings. What does smart capital own in this environment?
$RGLD
Want to see what else Sprott holds? 👇
https://juniormininggold.substack.com/p/sprott-investment-framework-2020