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Mon Apr 21st 09:45 AM | Rating: 0 0
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The Death of Gold?

How many retail investors have a position in physical gold, or even gold ETFs? GLD has a market cap of about 20 Bn compared to GE with a market cap of about 300+ Bn. This does not suggest that retail investors are heavily invested.

The recent secular equity bull market/gold bear market began when Volker began to restore the credibility of the dollar through raising interest rates until everyone was screaming. We have not seen any indication that the current Fed is ready to seriously stand behind the dollar.
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