In his latest shareholder letter, Tocqueville Gold Fund chieftain John Hathaway bases that forecast on continued negative real interest rates: That is, as long as central banks push interest rates below the rate of inflation, gold performs well.

FORBES: China And The Recipe For $12,000 Gold

In Buffett-land, the big headline this past week was the revelation that Berkshire Hathaway ( BRK.B) established a new position in the stock of John Deere ( DE).

FORBES: Connect