Have a post up on the corporate site about the Deutsche Bank's latest long term asset return study, subtitled A Journey into the Unknown.
Any analysis that looks at asset returns in gold terms is worth a read. It is interesting in that it has an ambivalent view of gold - usually when people write about gold they have a strong pro or con view.
My view is that if we are in uncharted economic territory as the study argues, then that is exactly the time to hold some gold insurance.