Gold Price Forecasting, the Hard Core Academic Way

Why most forecasting models are comically simplistic http://research.perthmint.com.au/2015/05/22/gold-price-forecasting-the-hard-core-academic-way/

Indian gold monetisation scheme a temporary solution

I posted on this topic late last year, here is an update. My explanation this time around about lending to the jewellery industry is probably still too confusing, needs a powerpoint animation.

Today: War on Cash. Tomorrow: War on Gold?

Generally people are seeing the war on cash as positive for gold, but I’m not so sure it is good for gold in the long run http://research.perthmint.com.au/2015/05/19/today-war-on-cash-tomorrow-war-on-gold/

No, JP Morgan is not buying Silver Eagles

I've seen a lot of nonsense in the gold/silver blogosphere, but this probably takes the cake http://research.perthmint.com.au/2015/05/18/no-jp-morgan-is-not-buying-silver-eagles/

Anonymity - shirking or safety

Have a post up on whether writing under a pseudonym shirking from taking responsibility for your work, or just a safety measure to protect yourself from nutters?

Forget Fundamentals & Technical Analysis – Is Psychology all that Matters?

Some thoughts on Bob Moriarty's recent article.

Dark Gold

Saying the gold market is opaque is something of an understatement - new post.

Goldbugs, Silverbugs, or Balancedbugs: Sales Ratios

New post on precious metal investors, who seem to be either goldbugs, silverbugs, or balancedbugs.

If you don’t know who the sucker is at the London Auction, you’re the sucker

I revisit my post from last week on the new London Auction, this time having a deeper look into the funny "I don't care what price I get" sellers.

Returns Matrix for USD & AUD and Gold & Silver

What the title says, new post here. Some additional charts following on from yesterday's post.

45 year Returns Matrix for Gold

A new post up late yesterday with a colourful returns matrix for gold, I think it looks pretty cool. Will probably do one for silver today.

Outlook for gold: positive and negative factors

Have a post up on the outlook for precious metals, a something that has to be done for the annual budget write up. Includes a pretty picture of the factors for those who don't like too many words.

Silver investors corner the market, not JP Morgan

Have a post up on GoldCore's Friday article asking whether JP Morgan was cornering the silver bullion market, noting their Comex warehouse stocks of 55 million ounces and claims by Ted Butler that they “may be holding as much as 350 million ounces of physical silver.” My short answer: I don’t think so. Investor interest in silver in the face of falling prices is a global phenomenon, not a JP Morgan one.

10 year Price vs Sentiment Map for Gold

Earlier this year Societe Generale mapped asset classes in a matrix according to popularity and profitability over the past few years. It got me thinking about applying the same idea to gold to show how its sentiment had changed over the past 10 years, which I've done and posted up on the corporate blog http://research.perthmint.com.au/2015/05/01/10-year-price-vs-sentiment-map-for-gold/. Hopefully we can move from the "Sad" to "Happy" quadrant.

Who buys or sells (to China) matters

I have a post up about an article Steven Saville of The Speculative Investor wrote in January saying that “focusing on the changes in gold location is pointless if your goal is to find clues regarding gold’s prospects.” While I get what he was trying to debunk, I think he has thrown the baby out with the bathwater in doing so.