Many long-time readers and speculators know I’m very bullish on gold and select gold miners. On the supply side – I’ve written about the ‘peak gold’ problem. (In summary – marginal gold miners have about mined all they can at the sub-$1,300 price. And thus need higher prices to justify increased production and exploration). And on the demand side – I’ve written about global central banks and their large gold appetite. (In summary – after 2008, central banks worldwide have been very large net-buyers of gold – especially the emerging markets). Both these reasons (and more) – in my opinion – have set a price floor under ... (full story)