Gary Lucido

Gold vs. Miners: Looking Beneath the Surface

Wow! Just came to the same conclusion myself and did the GLD/GDX arbitrage (if you want to call it that) on Monday:
www.investingminds.com...

Historic Financial Collapse Underway?

I completely agree with everything you say. What I don't understand is why the GSE's stock is going up right now. I've been buying puts.

The Gold-Oil Ratio Approaches All-time Lows

While interesting, this doesn't prove anything other than that the price of oil has gone up faster than the price of gold. This merely reflects that fact that the demand for oil has gone up faster than the demand for gold relative to the supplies. There is no reason to assume that the ratio should remain constant.