Most worrying chart: SPX-GLD
In a strong stock market, gold should be an underformer, as money shifts into paper assets. The outperformance of gold in Q4, 2005 is troubling.
posted by internet @ 1:23 PM
investmentyearbook.com
Random thoughts and rhetorical questions from yet another blog focused on business trends for an audience of one, me. Just jotting thoughts, notes, etc. Nothing much more than that. There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don't know. But there are also unknown unknowns. There are things we don't know we don't know... ~The ironic zen of Donald Rumsfeld
Wednesday, December 28, 2005
In a strong stock market, gold should be an underformer, as money shifts into paper assets. The outperformance of gold in Q4, 2005 is troubling.
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