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Gold meta-analysis
If you stripped names off, 80% of the secular gold argument could be merged into one paragraph. The entire cohort reaches near-unanimous agreement on four pillars: Central banks (especially China) accumulating at historic pace. Nieuwenhuijs’s home turf — he’s been documenting the gap between IMF-reported PBoC holdings (~2,313 tonnes) and what his triangulation of London/Switzerland export residuals plus SGE discounts implies (5,000+ tonnes, with a 3,500-tonne running gap to WGC field data). His methodology is now copied by Goldman Sachs, Bloomberg, and Morgan Stanley, and is the source Perera cites in the ... (full story)
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- Apr 26, 2026 6:59pm Posted byFundamental Analysis153
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