"ETF Price Suppression Mechanics" Bron Suchecki of the Perth Mint addresses the recent Andrew Maquire brain dump from TFMetalsreport. Having been lucky enough to sight the original draft, I have a fair idea of how much time and effort Bron sunk into this - a real gift to the metals community. It makes easy work of understanding the Exchange Traded Funds and the flow of gold. The bar lists are easier to understand in this context and I'll be referring to his diagrams to explain my Dark Bullion ideas. Bron made a set of follow-up observations on his personal blog as well. Most of Turdville never really commented apart from saying (paraphrased) 'it is obviously complex therefore more room for manipulation'. Perhaps they realize in their heart that to take Andrew Maquire's thesis at face value requires the metal in the vaults to be real (oops!!). Bron has the final word here http://goldchat.blogspot.com.au/2012/12/the-circus-moves-on.html with some great comments of his own about precious metals risk exposure and his views on ETF's.
"Facts, the enemy of the precious metals blogger" The Royal Canadian Mint (RCM) launched their new Exchange Traded Receipts program and was singled out as running a paper scam by many in the silver blogosphere. How weird, seeing as they are also the custodian for Sprott's metal. Kid Dynamite puts Dave in Denver to the sword ... if you enjoy a good public execution, this is well worth it.
"J.P. Morgan on Gold and Credit - what did he say?" Bullion Baron takes up arms against the oft-quoted quote and explains the details of the popular misconception with some useful observations. It is worth noting FOFOA (correctly) didn't use the misquote, in his recent post involving the topics money, credit and J.P. Morgan.
"Timeline to the Apocalypse" We all want to know when will the SHTF so we can get all on with our lives. Grundlemaster Jenkins takes a practical look at what the charts suggest based on real goods vs. bond yield, taking this even further with a specific analysis of Silver (The Silver Singularity) and Gold (The real real Interest Rate). The upshot is if the trend continues we can expect some fireworks in the next 12-24 months. Interestingly, the approximate dates seem to converge with a number of predictions from other commentators so perhaps we are all looking at the same thing?
p.s. the bar list work continues, but has been hampered by house renovations (which competes for my time).