RE: ben bernanke I mostly agree with your take. The only significant problem is the cost of extracting the gold. These costs have & are rising rapidly making it much harder to make great profits from gold extracted. Companies will be trying very hard to control these costs & if they can do this then all will be right in the gold world
As you state EVG as everyone knows needs to get the N43-101 done soonest. Until this happens I suspect the SP will just move up & down intandum with the POG.