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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?

To: TheSlowLane who wrote (25056)	12/1/2009 10:10:40 AM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 71406

Looks like you're right. marketfolly.com >> Curiously enough, it appears that Paulson's gold fund will actually not buy any physical gold. Instead, they will play inflation via gold equities as well as derivatives on the price of gold. The derivatives portion of their book has not been put on yet but they will target it to be slightly over 15% of their portfolio by using long-dated options. << I suppose if you're really bullish and need to be liquid makes complete sense. If GLD blows up gold shares should do well. However, I still like have a component of my own worth in physical as it gives you options.