FT Alphaville - Gold Analysis

• An AUD tale of correlation lost by David Keohane
  2 May 2012 at 1:15pm
  The Australian dollar has veered away from its usual path. *Bad Aussie.*But there is a widespread belief it will have to eventually find its way back. How quickly it does so,...
  
  
• The unwitting move towards a global gold standard by Izabella Kaminska
  23 Apr 2012 at 7:39am
  Professor Lew Spellman, from the McCombs School of Business at the University of Texas at Austin, has posted on on what he calls gold’s changing role in the global economic landscape....
  
  
• The relentless spread of goldbuggism… by Paul Murphy
  21 Mar 2012 at 2:57pm
  Save the date, etcLondon, UK, March 19th 2012 – Hizb ut-Tahrir Britain, will hold a report launch [11am Thursday, 22nd March] of Gold Standard – The Future For a Stable...
  
  
• Gartman ponders the ’1st whistleblower of many’ by Izabella Kaminska
  16 Mar 2012 at 6:17am
  FT Alphaville drew attention on Thursday to an alleged whistleblower letter that arrived in the CFTC’s mailbox this week.The author of said note claimed to be a JP Morgan...
  
  
• Dennis Gartman and the goldbugs by Izabella Kaminska
  7 Mar 2012 at 6:12am
  Last week, Dennis Gartman, author of the eponymous Gartman Letter, caused a bit of a stir in the goldbug community when he suggested that gold’s sell-off on February 29 may...
  
  
• The trade of half a decade: long gold, short Athens by Lisa Pollack
  28 Feb 2012 at 8:29am
  If you had invested exactly five years ago, and done a bit of the ol’ buy-and-hold, here are the returns you would have reaped (according to Deutsche’s Jim Reid and Colin Tan —...
  
  
• Buffett stamps on the gold bugs (again) by Paul Murphy
  26 Feb 2012 at 10:18am
  It’s not new that Berkshire Hathaway’s Warren Buffett prefers productive assets to unproductive ones, but his latest letter to shareholders sets out his compelling argument…...
  
  
• Inside the mind of a gold bug by Neil Hume
  20 Dec 2011 at 4:28am
  Warning: this is a very scary place to be. Rampant inflation, conspiracy, socialism, totalitarianism and Ayn Rand can be found at every turn.Presenting the latest Thunder Road...
  
  
• Make your own (collateralised) gold standard by Izabella Kaminska
  12 Dec 2011 at 12:40pm
  We know the gold bug/Austrian case.When the United States broke away from the gold standard in the 1970s it allowed for unchecked credit creation, beyond what could  realistically...
  
  
• Putin postpones Polyus plans [Updated] by Alastair Marsh
  25 Oct 2011 at 8:05am
  Polyus Gold is locked up in Russia and Vladimir Putin holds the key.Russia’s biggest gold miner, which plans to redomicile in the UK and join the FTSE 100, has been stopped...