The role of money, who gets to manufacture money, how much money there is in society, and the exchange ratio of old money to new money (the price of gold):
- Gold is Different. What Next? by David. The price of gold plunged in April 2013 against a backdrop of increasing global money printing ("quantitative easing") and increasing demand for physical gold. On the face of it, this is odd. It is however quite rational, due to some perverse incentives in the structure of the gold market that are not widely understood. May 2013.
- The Gold Price For the Next 16 Years by David. Big picture view of how the world got into this money and debt mess. The likely course for the world economy and the gold price for the next 16 years. May 2012.
- We wrote some background pieces for the documentary Trading On Thin Air. October 2009.
- Manufacturing Money by David. High-level view of the current economic situation, how we got here and what's going to happen next, with a populist edge. Simple, not technical, with only two graphs. Most modern money is manufactured by commercial banks out of thin air—banks make something from nothing. This is the story of the rise and abuse of that great power.
- Manufacturing Money and Global Warming by David. The connection between modern banking and the theory of man-made global warming. Carbon emission permits are the latest paper currency, brought to you by the same folks who profited from the world’s largest financial bubble: same structure, same modus operandi, same beneficiaries, and the same use of exaggerations, half-truths, and tricky government statistics.
- Why Invest in Gold Now? by David, at Gold-Eagle. Foreshadows the financial crisis in 2008 in a general sense. Explains why gold is a good investment during such times. June 2004.
Our investment interests led us to found GoldNerds. GoldNerds website ».
GoldNerds is a small research company that provides information for investors on all the companies on the Australian Stock Exchange whose focus is producing or exploring for gold or silver.
GoldNerds sells sophisticated but easy-to-use spreadsheets, updated every two weeks, by subscription. One big table of companies, one company per line. Compare, sort or filter, or just read the descriptions and the numbers. Includes share price, shares, options, cash, hedging, liabilities, market capitalization, enterprise value, net finanical assets, reserves, resources, mineable, market cap and EV per ounce, current and future production and cash costs, construction costs, on-going capex, free cash flow, total cost of ownership, country risk, and an overall description of the company and its main activities. With spiffy graphs for comparisons within your chosen groups of companies.