"So far the Keynesian beauty is winning the contest and I am seriously starting to doubt my beliefs. Appealing to "manipulation" strikes me to be a little like a Christian believer blaming it on Satan. Maybe there is manipulation, maybe there is a Satan too."
It seems very fantastic doesn't it, however I would like to suggest you reach your own opinions from facts independantly verified, and caution you about confirmation bias.
I keep coming back to this blog, mostly because the facts talked about here are confirmed by independant facts sourced from other areas. In an effort to avoid confirming my own fears I try to read counter opinions, or articles in contrast with what we read here. The sad fact is that the this site is reasoned, articulate, and generally seems to be correct. It's sad because of the picture it paints of other sources and the pin's it pokes into main stream authority. It's no longer causes cognitive dissonance when i can't understand why gold is falling in an age of money printing, it just makes me feel sad for the people who aren't yet aware of the state the world is entering.
I would like to suggest that every time you experience dissonance when reading an article, sit down and look at it with reason and try to find the problems with it. Chris and Adam would probably welcome a reasoned reply to their article. For what it is worth, I can't find an issue with this one at all. It's not the 1st time I have read this theme, from memory there was an article that said the same thing (may have been a GATA one). They said that on a year on year basis, there is a systemic patern emerging that a clever trader could use to make money.
Good luck.