22 May 2015
Why most forecasting models are comically simplistic http://research.perthmint.com.au/2015/05/22/gold-price-forecasting-the-hard-core-academic-way/
21 May 2015
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.
19 May 2015
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/
18 May 2015
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/
14 May 2015
13 May 2015
12 May 2015
11 May 2015
08 May 2015
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
05 May 2015
04 May 2015
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
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.
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.