Articles of Interest
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Gold Survey presentation:
http://www.gfms.co.uk/Brochures/Gold%20Survey%202007%20Launch%20Presentation.pdf
PIMCO/Ibbotson asset allocation/commodities study:
Articles wriiten by Charles Drace
Additional reading:
Devil Take the Hindmost by Edward Chancellor ISBN-10: 0452281806
Financial Reckoning Day by Bonner and Wiggin ISBN-10: 0471696587
Empire of Debt by Bonner and Wiggin ISBN-10: 047198048X
Irrational Exuberance by Robert Schiller ISBN-10: 0767923634
At the Crest of the Wave by Robert Prechter ISBN-10: 0471979546
Conquer the Crash by Robert Prechter ISBN-10: 0470849827
The bull Hunter by Dan Denning ISBN-10: 0471787221

January was an interesting month. Turmoil began in the share markets while gold recovered some of it's December losses only to head down again from the middle of the month. Balancing that on the positive side we had some small gains from the weakening NZ dollar. Roughly speaking we lost about 1% in each fund from the market drops and gained about 2% from the currency.
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