As gold prices continue to rise, indeed breakout of late, analysts are looking for some model to help explain the rise in gold prices.  Since gold has no cash flows or dividends it can’t be valued like a traditional financial instrument.  Despite what many people think gold’s relationship with inflation is tenuous as best.  What seems to matter is real interest rates and market believes real interest rates will remain for some time to come.  What follows is a series of posts on gold we thought you might find interesting.

Gold chart of the day

The breakout in gold targets higher prices.  (@PeterLBrandt)


Gold prices just keep on trucking.  (ETF Trends, Focus on Funds)

The gold bull market is over a 1000 days old.  (Bespoke)

Keeping an eye on the demand for gold from ETFs.  (The Source)

Eric Sprott is swapping gold for silver.  (Globe and Mail)

Gold is trading just like Treasuries these days.  (Big Picture)

It is tough to find variables to explain gold prices.  (CXOAG)

If US CPI doesn’t drive gold prices, what does?  (Pragmatic Capitalism)

Checking back in on the ultimate gold price model.  (EconomPic Data)

Just how high can gold prices go?  (Crossing Wall Street)