Saturday, May 18, 2013

If we go back to Bretton Woods...

Here I try to calculate the implied value of gold in USD, if the US were to go back to the Bretton Woods (40% backing by gold). Of course, I don't do my gold (actually silver) investment based on this scenario. Gold should be viewed as an alternative currency -- a super undervalued currency that is. Anyway, just for fun:

From the US websites,

Estimated April 2013 M2 money supply: $10525.9 billion
US official gold reserves: 8133.5 tonnes = 261527331.1897106 troy ounces

We assume that these figures are *cough* honest and accurate.

Take (M2 x 40%) / (oz of gold), and you will get an implicit value of $16,099.12 per ounce. If gold hits this kind of price, silver will be at a few hundred bucks per oz.

The price of gold when I started this blog: $950/oz
The current gold price: $1350
The price of silver when I started this blog: $14+/oz
The current silver price: $22.30

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