Hi CDPLC,
so we both have common experience: shares in the gold market do not perform as one would expect with regard to their resources. For each of those shares there may be different reasons for their underperformance, but this is not the place to further go into this issue.
Except for chapter 4), which I easily can skip, I wont mention GIP. The story - at some point - has unbelievable aspects and only future will really tell about their relevance. However, in my mind, any investor in gold should be interested to prove/evaluate it`s essentials and most of such work anyone can do at his own.
May start tomorrow: Decoupling of Gold vs USD, chapter 1) - General related observations
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