I think LHG has been falling for quite some time, the rot set in about the middle of November.
NCM is having bad press only recently because of the trouble in Indonesia so I would attribute its fall in large part to that. Other than the Indonesian troubles NCM has been steadily rising for ages.
As to other Golds yes recently things haven't been as hot as late 2003 promised but still not as bad as LHG.
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