"...however, following the recent BIS gold swaps and try as we might to follow the logic of those swaps through to the end, we find ourselves wondering “Might GATA have been right all along?” Might it be possible that some large gold dealer or bank or international entity has made itself short of gold and finds that covering that position is harder than it had thought?. Then we shake our head and say, “Nah, it can’t be?” But can it?"