Michael Rozeff crunches historical CPI and the gold price in this essay on Lewrockwell.com. Right off the bat, let’s clear the air with this statement, with which I am in complete agreement:
“If the economic world of the dollar is going to end [...]

A ratio of the gold price to the XAU gold stock index of greater than 4 is traditionally considered a buy signal for gold stocks, with 5 a strong buy. Today the ratio is an unheard-of (to my knowledge) 10.65.
Are gold stocks a screaming buy or could this mean that gold has much further to [...]

Nadler is great to read because he’s in the precious metals industry (Kitco is a bullion dealer), but he isn’t a perma-bull. He takes a non-hysterical approach to the market, and provides insights into internal supply and demand forces.
This is a long interview, published here. Here’s an excerpt:
“…If deflationary pressures really take hold, we may [...]

GOLD AND ECONOMIC FREEDOM
by Alan Greenspan, 1966

An almost hysterical antagonism toward the gold standard is one issue which unites statists of all persuasions. They seem to sense – perhaps more clearly and subtly than many consistent [...]

This is setting up to be a great scenario for shorts (knock on wood): equities crash, but the dollar rallies and gold falls. Profits from shorting are taken in dollars, so they don’t mean much unless the paper still has value. Fortunately, deflation is very dollar positive now because so much debt is dollar-denominated.
That means [...]

This is a chart post. All materials prices are now way off their peaks, many having retraced the entire manic phase from 2005-2008. Shipping costs are down, too. This is what deflation (aka credit contraction) does.
Here first are the grains (charts from CBOT):

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Metals now. All charts from Kitco.

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Here is the Baltic Dry Index, a measure [...]

This spring, as gold topped out at over $1000 per ounce, platinum hit $2250, silver breached $20, and palladium reached $579. The ratios at the time were roughly 1:0.45, 1:50, and 1:1.75, respectively, about where they had been for the last several years.
Here are the five-year charts from Kitco, in order of descending pain:

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I expected [...]

Gold fever
Retail investment demand for gold (and silver) has exploded since this summer, even as the exchange price has fallen well off its highs. Coins and small bars have become unavailable for sale anywhere near the spot price. Even Krugerrands, of which 46 million ounces exist, are fetching a $100 premium on Ebay.
The largest bullion [...]

Thought provoking video interview here.
Could we see massive defaults in on futures contracts if a great number of traders decide to arbitrage the paper/retail spread? Sounds possible, but why hasn’t it been done already? Or is it being done, but restrained by a bottleneck at the mints?
There has been a great premium for small physical [...]

The dollar carry-trade continues to unwind. The days of getting rich by borrowing dollars and buying anything under the sun are over. So much of that dollar debt is going to money heaven, so if you still have dollars you can get a lot more for them:
Gold fell $93 intraday:

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The dollar was way up against [...]