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Strategies & Market Trends : The coming US dollar crisis
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To: ItsAllCyclical who wrote (25050)12/1/2009 7:52:22 AM
From: TheSlowLane1 Recommendation  Read Replies (1) of 71406
 
iac - I think you are thinking of David Einhorn (Greenlight Capital), who switched from GLD to physical. As for JP:

"His investment is spread out between ETFs, physical bullion and shares of gold mining stocks, but for the purpose of this discussion, we’re going to look at them in the aggregate as representational of a bet on gold (which they are)."

thereformedbroker.com
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