Gold Group’s John March lays out the chances of hyperinflation and that physical gold is a good way to protect against it. He predicts $1,500 – $1,600 gold by year end.
What if the purchasing power of the dollar falls dramatically? What if the relationship between gold and the USD re-calibrates to the ratio of 1980? Here is an interesting video that looks at this in detail. It’s actually quite scary but the points are well argued.
Interesting perspective on commodities and gold by Jonathan Barratt on Bloomberg. This discussion lays out where gold is likely to be by the end of 2010. It shows some more headroom for gold.