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An Excellent Letter From A Good Resource

As a part of my "research", I like to read client letters (where and when available) from a small number of advisors and asset managers. Naturally, since I'm neither a client, nor a subscriber, the letters come with a lag of, typically, a month, so the reader isn't going to find the latest "hot tip", but I find it interesting and useful to see how others perceive market conditions.

On such advisor is Sitka Pacific Capital, and one can go to their site, and "subscribe" to their client letter, which comes out on a monthly basis. One can view a monthly letter in the same manner that one would view the difference between a daily newspaper, and a weekly news magazine.

The current letter looks at gold, as well as the market (as defined by the S&P 500), and correlations between the two.

Here's the link. Enjoy.

Disclosure: Long GG