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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 416.74+1.2%Dec 26 4:00 PM EST

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To: Box-By-The-Riviera™ who wrote (100151)4/19/2013 4:25:02 AM
From: TobagoJack  Read Replies (1) of 218788
 
From: J

Sent: Friday, April 19, 2013 4:15 PM
Subject: Re: Comments - Week of April 15 - strategic gold gap

worthy
of merit
no quarter given to gold-haters
let us hope he who guides our work is merciful
amen

From: M
Sent: Friday, April 19, 2013 9:08 AM
Subject: Re: Comments - Week of April 15 - strategic gold gap

Chris Wood of CLSA - who is quite thoughtful with an excellent track record.

He's "all in" for gold.

M

Recommended long-only asset allocation for US dollar-denominated pension funds

Weight Investment Type
50% Physical gold bullion
30% Asia ex-Japan equities, weighted according to the long-only thematic portfolio
20% Unhedged gold mining stocks
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