Some good reading and listening...
Jim Sinclair really takes it to Adam Smith in an open letter available on his site...about half way down... (About time somebody did.)
jsmineset.com
Don Coxe says gold can rise with general equities even too should they fall...his weekly call is primarly devoted to the idea....also emphasis Asia....better dust off those charts of the Chinese trackers....if the premiums weren't so high I'd be more interested.
COX jonesheward.com
TDF my favorite Chinese tracker / really closed end fund, in large part because the premium to NAV is mid single digits...I was laying in wait for $15 Thursday or Friday...didn't quite see it...
stockcharts.com[l,a]dacayiay[d5][pb40!c200!i!f][vc60][iUl14!Up14,3,3!Lg!Lc9!Lf!Le12,26,9!Lb14!Lya7,14,28]&pref=G
QQQ ( and the S&P ) retreated Friday to fill a gap.
stockcharts.com[l,a]dacayiay[d5][pb40!c200!i!f][vc60][iUl14!Up14,3,3!Lg!Lc9!Lf!Le12,26,9!Lb14!Lya7,14,28]&pref=G |