We’ve just watched his latest presentation made to the CFA institute in Singapore, which while 48 minutes long is still well worth a watch as he has an ability to make some bold points with rather dry humour. If you’re in a hurry you could just watch the gold bit which kicks off at 33:40 mins.
Just some of the topics he covers include:
If the global economy is stalling, Europe is in recession, China is slowing and growth is seemingly impossible to generate, why are share markets at all time highs?
The disparity between chinese headline growth and chinese economic activity
Why France is Europes “big problem”
Why the gold bull market is a long long way from being over.
Why gold is a mirror of the perceived value of its alternatives
How gold has been under serious and “mathematically inexplicable pressure”
The difference between the “Gold Price” and “The Price of Gold” (a great point he also made in a recent issue of his “Things that make you go Hmm” letter).
Just how big the 400 ton sale, that set off last months gold price plunge, was in comparison to the gold market.
Just how likely (or rather unlikely) to occur a fall the size of last months was, mathematically speaking.
Just how massive the buying demand was last month after the gold price fall in various cities across the globe.
The significance of China’s gold imports through Hong Kong
Central bank gold buying in 2012 and projections for 2013
Just how large future demand for gold may be from Eastern central banks should they choose to raise their gold reserves to something closer to western central banks.
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