http://www.usagold.com/goldtrail/archives/another1.html
I think this is well worth reading, even though it will take some time. The narrative begins in 1997 and provides an interesting perspective on gold and its place in world trade, especially as it relates to oil.
I'm not offering this as "proof" of anything, just as an interesting comparison to current thinking on the subject. I believe it's important to look back, in this case almost 15 years, to see what sort of claims and predictions were being made, and how they compare to those being made today.
ebear