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 corpus. ... (full story)