Precious Metals Conference Presentation

[racemize]

Moore posted this in another thread (thanks Moore!):

 

http://www.gowebcasting.com/events/precious-metals-summit-conferences-llc/2012/09/05/kickoff-presentation/play/stream/5567

 

The point of view presented makes a lot of sense to me.  However, and this is the reason gold is in my "too hard" pile--e.g., if everyone is aware of all these issues, then a lot may already be priced in.  He goes into a lot of reasons why it could go up or how to justify current/higher prices, but most of them are fairly soft, at least compared to looking at fundamental data of companies.