Eric in IL

Quarterly Summary on Gold and Other Markets

Nice analysis. I would have liked you to have discussed the realtionship between Gold and Platinum Group Metals. That relationship tells me that PGM should outperform Gold throughout 2009-2010.
I happen to disagree with your view on Gold. I think if equities rally, like today, then Gold gets hurt. The price of gold right now is more of a safety concern, for lack of good alternatives, than it is an inflation concern. Near term, equities should outperform. When this market takes a breather, I would look at PGM.
Dollar fell today and so did Gold, and Oil is up. I don't really think any market is working like it should, but the Gold-Inflation trade is farther out than people realize.
Long GLL and GLL Calls, Long DIG Calls.