Antal Fekete's response is at the beginning.
FOFOA's valuable piece is at the end of:

http://chasegalleryconnect.org/FNC_C/Data/Personal%20Finance,%20Investing,%20Estates,%20Retirement/MacroEconomics/Money/Antal%20Fekete%20-%20writings/20100725%20FOFOA%20-%20Red%20Alert.%20%20Gold%20Backwardation++.doc