It's worth listening to Jim Willie and trying to get your head around what he's explaining, as he really is the only one out there collating all of this information and passing it on to us in summarised form. His contacts together with his statistician's brain make him a valuable source of financial, economic and political data. The 'gold in motion' refers to the GLD fund, which is, in fact, just bits of paper:
http://www.youtube.com/watch?v=BlUqUQ_ohoU
http://www.youtube.com/watch?v=yn1HIUMn7Kg
http://www.youtube.com/watch?v=r5v6_Gfl0Gk
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