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Swen Lorenz's avatar

Amazingly informative article, beats any reporting in the likes of WSJ and FT, thank you!

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Richiv's avatar

2 points: 3.4% pa for futures reflects the interest savings compared to holding the physical. Also there is a 2x geared ETF, UGL. It may underperform gold itself over the long term, but may well outperform gold and/or the miners on a one year time horizon.

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Capital Employed's avatar

Great article Fritz, enjoyed reading it. Gold is good insurance.

Kingsgate Consolidated (KCN) are ramping up their production again, could be worthy of further research. Although they're main operation is in Thailand but are listed on the ASX.

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