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Strategies & Market Trends : Value Investing
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To: NikhilJog who wrote (44403)9/20/2011 9:47:06 AM
From: Spekulatius  Read Replies (2) of 78686
 
I think an interesting trade would be to short GLD and go long some miners. The miners have not really followed GLD ascend for quite some time, so the performance gap may close as the increased earnings power becomes evident.

However the gold miners were not cheap to begin with, so i am not sure they are cheap now, but relatively they ought to be cheaper than gold.
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