His case centers around technical indicators, but he opens his article with a hat-tip to the Rothschilds - specifically, to Bank Edmond de Rothschild. Its analysts think it likely that gold will go up this year.
Also related to the bull case is a Commodity Online article by David Lew, headlined "Can China beat US in gold reserves in 10 years?" The bulk of it is a fact sheet on China's gold industry.
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