Relevant:
- Gold`s role in a deflationary environment
- Oxford Economics Looks At The Role Of Gold Under Inflation And Deflation, Finds Average Gold Holdings Should Be At Least 5% Of AUM
- Meet the rational gold investor, a rare bird
- World Bank President says Gold has Role in next Monetary System
- Rickards - Gold Will Still Surge Within Next Year Against Money Printing
2011-09-09 — ft.com
FT on Krugman discovering why gold profits from "deflation" (an actually nonsense use of the term, as you'll see in the article, we are talking about financial effect and the resultant seeking of safe havens). Of course, Krugman has a negative take on all this, and seeks to discredit gold's role in responding to/signalling inflation (which, if you look at gold's behavior outside of a gold-backed scenario, also holds true).
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