southbeach

Dennis Gartman on Gold, Oil, Government and the Economy

interesting reading. while I don't buy some of the stuff (nuclear power our saviour, peak oil a nonsense), I'd back him vs. Mr. "if you own gold, its time to fold" on the forecast that gold will likely appreciate decently this year. In the few weeks since that now infamous "time to fold" article, gold has jumped from 725 to 903. Also agree that physical gold is a big expense to pay for the (hopefully) low % risk of really bad scenarios vs ETF.

What Are Some of the Best Hedge Fund Managers Doing?

very interesting. thanks for the reporting and insights.