While the article seems to present the obvious, how good of an authority is the author? Just curious if you know this guy's background.
I have been following Nize's commentary for awhile. Though you have to read Vietnamese, it's clear that he nailed the current bull market in gold here: http://www.vnn.vn/kinhte/toancanh/2003/4/8835/
It basically says that gold, at the time around $325, was going much higher. He seems to generally take unquestioned facts like the KB report--no non-sourced material--and comment from there.