Hinde Capital Newshttp://www.hindecapital.com/Please find a slew of articles and interviews that have captured both our real-time and long term outlooks on gold and the macro arena.en-usCurrency Interventionshttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies CEO Hinde Capital talks with Eric King on S&P ratings, CHF and JPY intervention and more macro musingsEric KingThu, 01 Sep 2011 17:03:57 +0000Yellow metal tipped to shine againhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/The CME's decision - its second margin hike this month - has weighed, says Ben Davies, chief executive of Hinde Capital and manager of Hinde's gold fund. "The increase in margins has had an impact by forcing out the late speculators on a rise in the gold price."William MacNamaraThu, 01 Sep 2011 16:19:26 +0000Ben Davies talks with James Turkhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies and James Turk, Director of the GoldMoney Foundation, talk about the current fiat currency world monetary system established under “Bretton Woods II”. They explain the imbalances created by the hegemony of the fiat dollar, and how it allows mercantilist vendor financing and the accumulation of huge FX reserves in sovereign wealth funds and other vehicles. Ben Davies thinks that t...James TurkThu, 01 Sep 2011 17:49:27 +0000Gold and Chavezhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies CEO Hinde Capital discusses Chavez - a game changer? Gold to 2,100 sooner than end of year is a distinct possibilityEric KingThu, 01 Sep 2011 17:05:53 +0000Return to the Gold Standard?http://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/With gold surpassing record highs in recent sessions, some experts argue governments could re-introduce a return to the gold standard where countries would peg their currencies to the value of gold at a certain level.CNBCThu, 01 Sep 2011 17:00:20 +0000Return to the Gold Standard?http://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies, CEO of Hinde Capital told CNBC we were at a critical juncture and that the debate for monetary reform was growing every day. "Gold will be part of that for sure," he said 40 yrs on from Nixon's exit from the gold window!CNBCThu, 01 Sep 2011 16:58:31 +0000CME Rises Margins for Trading Gold Futureshttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies, Director & CEO of Hinde Capital, and Kelvin Tay, Chief Investment Strategist, Singapore at UBS Wealth Management comment on CME's latest move to raise margins for trading gold futures CNBCThu, 01 Sep 2011 16:54:59 +0000$5,000 Gold?http://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/The West is close the point where its paper currency system is insolvent, and as a result gold is heading to $5,000 an ounce, according to the manager of a gold fund.Patrick AllenThu, 01 Sep 2011 16:52:54 +0000Gold Could Hit $2,000 despite sliphttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies, CEO of Hinde Capital told CNBC that Gartman's analysis was "nonsense.""The dollar isn't the only currency in the world, there are other currencies," he said. "What people are saying now is that they are discarding those other currencies… This is the universal currency."CNBCThu, 01 Sep 2011 16:49:59 +0000Gold break out has arrived and whyhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies: Co-Founder & CEO of Hinde Capital - Ben is recognized as one of the top up and coming fund managers in the gold, silver and commodities arena. His interviews are considered a must hear for all KWN listeners. Ben is a regular on CNBC Europe and recently appeared at the London Gold Conference. Eric KingThu, 01 Sep 2011 17:14:23 +0000Ben and Ben talkhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies CEO Hinde Capital on Gold, Humphrey Hawkins, gold and silver. Ponders mining sector cheapness.Eric KingThu, 01 Sep 2011 17:18:48 +0000Ben Davies Bearish Short time on Goldhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies CEO Hinde Capital discusses credit tightening around world and short term correction due in gold. $1475 buy zone for summer take off for gold.Eric KingThu, 01 Sep 2011 17:21:53 +0000Silver, Gold on Steroids?http://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies unfortunately cut short in his interview to discuss recent silver dynamicsCNBCThu, 01 Sep 2011 16:45:56 +0000Gold could gain 30% by year endhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Gold prices took a tumble in late January, but have since been going from strength to strength. Spot gold has risen 6.5 percent since January 28th. One fund manager thinks the precious metal has more upside as it remains undervalued.CNBCThu, 01 Sep 2011 16:43:17 +0000How to Invest in Goldhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies, CEO of Hinde Capital explains why ETFs are an inefficient way to invest in goldCNBCThu, 01 Sep 2011 16:39:18 +0000Freedom Fighters The Facebook Revolutionhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies CEO Hinde Capital talks about price controls: Cartels - central banks, OPEC and currency 'crisis' cartels. Central Banks are the ultimate price controller and are destroying the financial system.Eric KingThu, 01 Sep 2011 17:36:16 +0000We have Forgotten What True Money Ishttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/A wise old manager once told me "never trust a man or woman under the age of thirty to manage your money; they ain't seen nothing yet."Ben DaviesThu, 01 Sep 2011 16:30:27 +0000Maghreb - A seminal eventhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies CEO Hinde Capital speaks with Eric King about events in MENA, energy and macro fallout. He points to monetary policy being a key ingredient in triggering the unrest as food prices rose.Eric KingThu, 01 Sep 2011 17:39:59 +0000Recent Gold and Silver Sell-offhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies: CEO of Hinde Capital - "Ben Davies gives another great interview on the gold and silver markets in great detail. A must hear for all KWN listeners. Recently Ben appeared at the London Gold Conference on a panel with James Turk and others."Eric KingFri, 11 Feb 2011 14:21:39 +0000Telegraph Precious Metals Roundtablehttp://www.hindecapital.com/docs/news/Telgraphpreciousmetals2.pdfhttp://www.hindecapital.com/docs/news/Telgraphpreciousmetals2.pdfTelegraph Precious Metals Roundtable: pp.14 "The Experts' Guide to Gold: Four 'gold bugs' discuss how the market is chnaging and whether they should still be bullish on the yellow metal. So what is the verdict of the four wise men around our table?"Helen CastellFri, 11 Feb 2011 13:49:20 +0000Cheviot's Sound Money Conferencehttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/The Cheviot Sound Money Conference: Chaired by Ned Naylor-Leyland. Speakers included James Turk, Hugo Salinas Price, David Morgan, Dominic Frisby and many moreClick video link to see Speeches and Panel discussion: Ben Davies/James Turk/Max Keiser/Sandeep Jaitly and othersFri, 11 Feb 2011 14:33:50 +00002011 Global Macro Thoughtshttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies: CEO Hinde Capital discusses his outlook for 2011 as depicted in his firm's piece 'Nessun Dorma': None Shall SleepEric KingFri, 11 Feb 2011 14:14:46 +0000The Euro Brady Bunchhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies: CEO of Hinde Capital - Rising star Ben Davies gives an excellent interview on the recent troubles in Europe and gives KWN listeners a sneak peak of what he expects for gold going forward. Ben also discusses his most recent piece "The Euro Brady Bunch" in more detail.Eric KingWed, 22 Dec 2010 18:56:29 +0000CNBC - Gold and Standardisationhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Hinde Capital CEO Ben Davies was interviewed about gold's prospects a few days ago on CNBC Europe, remarking that gold may be reincorporated into the international monetary system, that if that happens gold's price likely will remain substantially higher for a long time rather than fall back as it did in the 1980s, and that in any case China will be putting a floor under the gold market. CNBCWed, 22 Dec 2010 19:18:42 +0000Hinde Capital Sees Gold Breach $2,000 in 2011http://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Hinde Capital's CEO Ben Davies on his 2011n outlook for gold and specifically the mining sector and how he is positioning his gold Fund.Camilla ReadWed, 22 Dec 2010 19:13:10 +0000Behind Gold's New Glister: Miner's Big Bet on a Fundhttp://www.hindecapital.com/docs/news/How a Fund Helped Make Gold Prices Glitter - WSJ.pdfhttp://www.hindecapital.com/docs/news/How a Fund Helped Make Gold Prices Glitter - WSJ.pdfThe innovation that opened gold investing to the masses and helped spur this year's record-breaking bull market was hatched in an act of desperation by a little-known gold-mining trade group. Ben Davies was interviewed about Hinde's GLD ETF - CDO in Disguise piece, but WSJ glosses over the salient points with a benign comment on the GLD issues.Liam Pleven and Carolyn CuiWed, 22 Dec 2010 19:05:24 +0000Is Your Gold Worth the Paper it's Printed on?http://www.hindecapital.com/docs/news/Forbes.pdfhttp://www.hindecapital.com/docs/news/Forbes.pdfBen Davies, CEO of U.K.-based Hinde Capital, a marketer of physical gold, has been warning that because there isn’t enough gold to keep all those promises, we could be looking at the next big financial bubble. This one could be even worse than the real estate fiasco because gold effects the purchasing power of the world’s major currencies.John E. GirouardWed, 22 Dec 2010 19:31:52 +0000Debt: There is No Jubileehttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies: CEO of Hinde Capital - gives a tremendous interview on the recent action in the gold & silver markets and gives KWN listeners a sneak peak of what he expects for both metals going forward. Ben also discusses his most recent piece Dr Strangelove Or How I learned to Stop Worrying and Love "Inflation" in more detail. Eric KingWed, 22 Dec 2010 18:52:53 +0000Nova recessao a caminho em 2011http://www.hindecapital.com/docs/news/Expresso Economia.pdfhttp://www.hindecapital.com/docs/news/Expresso Economia.pdfFMI e Banco de Portugal coincidem sobre o próximo ano, que vai estar sujeito a diversas tendências negativasJoao Silvestre e Jorge RodriguesSat, 16 Oct 2010 15:50:25 +0000Ate onde pode ir a guerra das moedas?http://www.hindecapital.com/docs/news/MacroEconomia.pdfhttp://www.hindecapital.com/docs/news/MacroEconomia.pdfBen Davies, especialista financeiro em Londres, adverte que há o risco de o uso das divisascomo arma de política desaguar no campo militarJorge Nascimento RodriguesSat, 16 Oct 2010 15:48:18 +0000Currency Wars Alert Interview with Ben Davieshttp://www.hindecapital.com/docs/news/CURRENCY WARS ALERT – inter...pdfhttp://www.hindecapital.com/docs/news/CURRENCY WARS ALERT – inter...pdf“For every winner there’s a loser in currency wars,” said in an interview Ben Davies, CEO and co-founder of Hinde Capital, a London based investment management company established in 2007 that launched its first fund specialising in the precious metals sector, Hinde Gold FundJorge Nascimento RodriguesSat, 16 Oct 2010 15:56:24 +0000A Ticking, Aging Time-Bomb in JGBshttp://www.hindecapital.com/docs/news/FT Alphaville » A ticking aging time bomb.pdfhttp://www.hindecapital.com/docs/news/FT Alphaville » A ticking aging time bomb.pdfRespect for-the-Aged’ Day , is a day to honour centenarians in Japan. It’s cometo symbolise the declining demographics of the country. Japan’s dependency ratio is now approaching100. This is significant. The dependency ratio is the percentage of retired people supported by workingpeople.Izabella KaminskaFri, 15 Oct 2010 19:45:17 +0000BOJ says: 'Bye Bye bank note rule'http://www.hindecapital.com/docs/news/FT Alphaville » BoJ says_ ‘...pdfhttp://www.hindecapital.com/docs/news/FT Alphaville » BoJ says_ ‘...pdfCould the market be underestimating the importance of the BoJ’s QE announcement on Tuesday? In other words, the real significance of today’s news is that BoJ’s purchase of long term government bonds will treated differently from the bonds purchased within the ceiling of banknotes in circulation...An action actually anticipated by Ben Davies of the Hinde Capital gold fund on King World New...Neil HumeFri, 15 Oct 2010 19:57:48 +0000The World Monetary Earthquake Part IIhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies is CEO of Hinde Capital - gives the second part of his tremendous interview regarding his brand new blog piece exclusively for KWN titled, “The World Monetary Earthquake.” This week he discusses the ticking time bond that is Japan and how monetisation of JGBs could lead to hyperinflation in Japan.Eric KingFri, 15 Oct 2010 20:15:07 +0000The World Monetary Earthquake Part Ihttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies is CEO of Hinde Capital - Rising Star Ben Davies gives a tremendous interview regarding his brand new blog piece exclusively for KWN titled, “The World Monetary Earthquake.” Ben lays out the case for why the revaluation of the Chinese currency can lead to a collapse of currencies. Eric KingFri, 15 Oct 2010 20:10:53 +000025 Interventions in a one week bandhttp://www.hindecapital.com/docs/news/FT Alphaville » 25 interven...pdfhttp://www.hindecapital.com/docs/news/FT Alphaville » 25 interven...pdfBen Davies, CEO of gold hedge fund Hinde Capital, made an interesting point on the subject of currency interventionin a recent letter to investors, as picked up by the King World News blog.Izabella KaminskaFri, 15 Oct 2010 19:59:49 +0000Silver Price Explosionhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/"Rising Star Ben Davies gives a tremendous interview on the recent action in the gold & silver markets and gives KWN listeners a sneak peak of what he expects for both metals going forward. Ben also discusses his most recent piece in more detail." Eric KingEric KingWed, 25 Aug 2010 17:19:31 +0000Hinde Capital Attacks Gold ETFshttp://www.hindecapital.com/docs/news/FT Hinde Capital.pdfhttp://www.hindecapital.com/docs/news/FT Hinde Capital.pdfHinde Capital, a London-based gold hedge fund, has mounted a ferocious attack on preciousmetals exchange traded funds and in particular the largest gold ETF, the SPDR Gold Trust runby State Street.Chris FloodFri, 15 Oct 2010 19:42:08 +0000A CDO-esque gold investmenthttp://www.hindecapital.com/docs/news/FT Alphaville » A CDO-esque...pdfhttp://www.hindecapital.com/docs/news/FT Alphaville » A CDO-esque...pdfHinde Capital, the London-based gold hedge fund — with an objective to outperform gold — have put out a noteabout what they feel are the CDO-esque qualities of the GLD gold exchange traded fund.And yes, we realise they have a certain interest in criticising an alternative and rival gold vehicle — but it is worthlooking at the points they raise, since they make a compelling case.Izabella KaminskaFri, 15 Oct 2010 19:55:04 +0000King World News - GLD ETF and Gold Market Investinghttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Eric King - "Ben Davies gives a tremendous interview which is a must listen for anyone looking to increase their understanding of the gold market." Eric KingWed, 25 Aug 2010 17:25:13 +0000CNBC - Gold To Rebound Sharplyhttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Maria Bartiromo interviews CEO Ben Davies on recent gold sell-off. Ben discusses gold suppression and how gold market is highly undervalued.CNBC - Maria BartiromoWed, 04 Aug 2010 16:18:17 +0000RT TV - BIS Swapshttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Max Keiser of the "Keiser Report" interviews Ben Davies CEO Hinde Capital on the Rusiian Today TV network. Goto 13mins on link and watch Ben discuss macro implications for gold, suppression in the gold and silver markets, and the BIS Swaps..Keiser ReportFri, 23 Jul 2010 15:00:38 +0000Mining Maven Interview - Gold Focus 2http://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Mining Maven - "In this concluding part of our two-part series interview with, Ben Davies CEO of Hinde Capital, Ben talks in-depth about Contingent Liabilities, Deleveraging, Banks and Sovereign Debt as well as his expectations for the Junior Mining sector."www.miningmaven.comWed, 25 Aug 2010 17:37:11 +0000Mining Maven Interview - Gold Focus 1http://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Mining Maven - "In the first of a two-part series interview, Ben Davies CEO of Hinde Capital talks to MiningMaven about the investment case for Gold as he discusses the Gold and Silver markets on all levels. Ben gives us a tremendous insight and we are privileged to be able to bring this exclusive interview to our readers."www.miningmaven.comWed, 25 Aug 2010 17:32:01 +0000King World News - Gold & Currency regimeshttp://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Eric King - "Ben covers the gold market in depth and gives what to many would seem to be unimaginable price possibilities for the final culmination of the gold bull..."Eric KingFri, 16 Jul 2010 11:16:26 +0000CNBC - The Paper Gold Bubble?http://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies CEO interviews with CNBC Squawk Box Europe - The Paper Gold Bubble?CNBCSat, 10 Jul 2010 14:05:08 +0000CNBC - Gold to $36,000?http://www.hindecapital.com/docs/news/http://www.hindecapital.com/docs/news/Ben Davies CEO interviews with CNBC Squawk Box EuropeWhy gold is money and is $36,000 an ounce gold so ridiculous?CNBCWed, 26 May 2010 16:51:01 +0000Gold Backwardation fears revisited, uh oh!http://www.hindecapital.com/docs/news/FT Alphaville » Gold backwa...pdfhttp://www.hindecapital.com/docs/news/FT Alphaville » Gold backwa...pdfIt’s been a while since the gold bugs had a tasty scare-story to feed on. But those frustrations can now be dispelled.The Business Insider blog brings to our attention that net gold-lease rates are back on the rise, and more importantlygold-forward rates are dropping fast. Here’s how Ben Davies, CEO of gold hedge-fund Hinde Capital explained the situation at the time:Izabella KaminskaFri, 15 Oct 2010 20:04:44 +0000Setting Sailhttp://www.hindecapital.com/docs/news/Setting_sail.pdfhttp://www.hindecapital.com/docs/news/Setting_sail.pdfHinde Capital Ltd is regrettably nothing to do with the editorial director of Mining Journal. Instead the fund-management company takes its name from the Golden Hindeby Chris HindeMon, 19 Oct 2009 19:42:10 +0000Gold ETFs, caveat emptorhttp://www.hindecapital.com/docs/news/FT Alphaville Gold ETFs caveat Emptor.pdfhttp://www.hindecapital.com/docs/news/FT Alphaville Gold ETFs caveat Emptor.pdfWith gold prices on a tear of late its no surprise bullion-investing exchange-traded funds are facing more demand than ever from retail investorsby Izabella KaminskaMon, 19 Oct 2009 19:30:24 +0000A Zimbabwe Rally Effect?http://www.hindecapital.com/docs/news/FT Alphaville Aurophobia.pdfhttp://www.hindecapital.com/docs/news/FT Alphaville Aurophobia.pdfWhen is an equity rally actually symptomatic of an inflationary environment to come?That would be when it happens in Zimbabweby Izabella KaminskaMon, 21 Sep 2009 19:11:47 +0000Could President Obama ban US citizens from holding gold?http://www.hindecapital.com/docs/news/Mineweb - POLITICAL ECONOMY...pdfhttp://www.hindecapital.com/docs/news/Mineweb - POLITICAL ECONOMY...pdfBack in 1933, at a time of economic crisis, President Roosevelt forced U.S. Citizens to sell their gold at $20 anounce - and then subsequently revalued the metal to $35. by Lawrence WilliamsWed, 22 Jul 2009 18:14:58 +0000Where can private investors buy the cheapest gold?http://www.hindecapital.com/docs/news/InvestEgate - Where can private Investors buy the cheapest gold.pdfhttp://www.hindecapital.com/docs/news/InvestEgate - Where can private Investors buy the cheapest gold.pdfUS private investors are using an unconventional method to get their hands on physical gold and silver in increasingby Rob MacKinlaySun, 03 May 2009 11:37:32 +0000Gold conspiracy: can you afford to ignore it?http://www.hindecapital.com/docs/news/investegate - gold conspira...pdfhttp://www.hindecapital.com/docs/news/investegate - gold conspira...pdfIn London, the "man on the street" appears to be running a similar strategy to some hedge fund managers: buyingby Rob MacKinlaySun, 03 May 2009 11:35:28 +0000Could owning Gold be banned? Hedge fund warninghttp://www.hindecapital.com/docs/news/investegate - could owning ...pdfhttp://www.hindecapital.com/docs/news/investegate - could owning ...pdfThe manager of a gold hedge fund has warned that governments have banned owning gold in the past andby Rob MacKinlaySun, 03 May 2009 11:33:37 +0000Give us a break: share out free research datahttp://www.hindecapital.com/docs/news/your money - david stevenson_ give us a break_ share...pdfhttp://www.hindecapital.com/docs/news/your money - david stevenson_ give us a break_ share...pdfby David Stevenson, Financial TimesSun, 03 May 2009 11:31:28 +0000Market Volatility and flight to quality puts gold back in fashionhttp://www.hindecapital.com/docs/news/hfr - hinde 2.pdfhttp://www.hindecapital.com/docs/news/hfr - hinde 2.pdfPart 2Sun, 03 May 2009 11:25:28 +0000Market Volatility and flight to quality puts gold back in fashionhttp://www.hindecapital.com/docs/news/hfr - hinde 2-1.pdfhttp://www.hindecapital.com/docs/news/hfr - hinde 2-1.pdfPart 1Sun, 03 May 2009 11:28:43 +0000Going for gold begins to look like a bright movehttp://www.hindecapital.com/docs/news/ftgoingforgold.pdfhttp://www.hindecapital.com/docs/news/ftgoingforgold.pdfBy David Stevenson, Financial TimesSun, 03 May 2009 11:24:13 +0000Investing in Gold Can Cost Less Than Proposed Fund Would Askhttp://www.hindecapital.com/docs/news/HindeWSJNov1.pdfhttp://www.hindecapital.com/docs/news/HindeWSJNov1.pdfSun, 03 May 2009 11:21:54 +0000Gold to hit US$2,500 says metals trader Hinde Capitalhttp://www.hindecapital.com/docs/news/Investigatearticle.pdfhttp://www.hindecapital.com/docs/news/Investigatearticle.pdfSun, 03 May 2009 11:23:11 +0000Hedge Fund to Invest Solely In Goldhttp://www.hindecapital.com/docs/news/HindeWSJOct31.pdfhttp://www.hindecapital.com/docs/news/HindeWSJOct31.pdfSun, 03 May 2009 11:18:02 +0000