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  • Are Investors Overpaying for the Japan Smaller Capitalization Fund? [View article]

    I am far from an expert on nuclear power and I have never been to Japan so I will not pretend to know either area particularly well. From my 40,000 foot view, I see paltry yields on JGB's, which are negative in real terms, as well as the need to create money to facilitate the rebuilding of the economy. Accordingly, Japanese investors whether domestic or otherwise may opt for equity exposure in what was already a relatively cheap market according to conventional valuation metrics. I plan to write a more detailed piece on this for publication and will keep you posted.

    Apr 4 11:38 AM | Likes Like |Link to Comment
  • Does GLD Have the Proper Amount of Gold in Its Vault? [View article]

    In a taxable account the treatment as a collectible is reason enough to avoid GLD, SLV. I prefer (CEF) for it treatment as passive and E&Y audits the bullion holdings. The track record goes back to 1961.

    Apr 1 08:57 PM | 5 Likes Like |Link to Comment
  • Are Investors Overpaying for the Japan Smaller Capitalization Fund? [View article]

    You might like to check out Wisdomtree's (DFJ), which fortunately is not subject to any of Jeremy Siegel's economic views! The liquidity is not great but has improved significantly over the past several months. The use of dividends to select companies for inclusion in the index gives the fund a natural value tilt which in combination with its focus on small caps is good for a intermediate/long-term speculation on Japanese equities.

    Apr 1 08:42 PM | Likes Like |Link to Comment
  • PHYS: Another Golden Choice for Investors [View article]

    Any idea why (PHYS) is lagging the spot price significantly? I used to generate a PerfChart with symbols PHYS, $GOLD over the past 200 days and the under performance is to the tune of about 5%. On would link the convertibility would create a tight spread in that regard.

    Also, (CEF) is considered passively held and not subject to the collectible tax, though to your point, there is no convertibility.

    Apr 1 08:31 PM | Likes Like |Link to Comment
  • As Gold/Silver Price Ratio Continues Plunge, What to Purchase [View article]

    Check out my recent blog post about (CEF). May help you to get a feel for the mechanics of the fund. I have been an investor for a number of years now and I have a pretty good feel for it if you have any questions.

    Apr 1 08:18 PM | Likes Like |Link to Comment