21 May 2015

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.

14 May 2015

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?

12 May 2015

Dark Gold

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

11 May 2015

Goldbugs, Silverbugs, or Balancedbugs: Sales Ratios

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

08 May 2015

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.

07 May 2015

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.

05 May 2015

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.

04 May 2015

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.

01 May 2015

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.