Sam Kirtley: As our regular readers will know, we view US real interest rates as the key determinant of gold prices over the medium term. Six weeks ago we updated the situation with U.S. real rates (discussion of the theory behind the relationship can be found in that article) and since then, we have Read more…

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Martin Hutchinson: I first thought U.S. Federal Reserve Chairman Ben Bernanke was being deceitful when he denied the existence of inflation – but now I’m beginning to think he’s simply delusional. Read more…

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Martin Hutchinson: Silver prices (NYSE:SLV) had an  exciting run-up in the year ending in April – they almost tripled, briefly  touching $50 an ounce before settling back down to the low $30s. Read more…

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