Still researching... I now have enough material for two or three big articles. Should have the first one done by Saturday/Sunday.
Links about central bank gold leasing:
Accounting for the ESF's Gold Swaps
BIS—http--www.bis.org-publ-arpdf-ar2007e9.pdf
Gold: Cover or Cover-up
Various Gold Charts
Readings from the Book of Barrick
Resource Investor - Got Gold Report — Firestorm Erupts Over U.S. Banks' Gold, Silver Shorting
Risky Business (some thoughts on Barrick's hedge programme)
SPDR Gold Trust (ETF) A Safe Haven (Part 2)
The Mystery of the Disappearing SDR Certificates
The US Gold Reserve is Now in Play
WAR AGAINST GOLD: CENTRAL BANKS FIGHT FOR JAPAN
Eric, I just wanted to drop you a note of encouragment. You have created one of the most creative blogs on macroeconomics that I've seen in a while -- and I've seen many. Your fresh, bold perspective and keen intuition is changing the game. Well done!
I agree with Pluto. I myself believe that the politics of gold is the most theoretically appealing, and the most practically urgent thing to do presently. Good luck to all arriving in this recess of the web. You are well oriented. Well done. M.