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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (49204)8/24/2012 12:19:26 AM
From: NikhilJog1 Recommendation  Respond to of 78470
 
so are you short gold?



To: Spekulatius who wrote (49204)8/24/2012 9:55:20 AM
From: Sergio H  Respond to of 78470
 
Normally I would agree with your contrarian view based on oversized position by hedge funds, but other than institutional investment there's not much else going on. It's weird, almost like musical chairs with extra chairs.

,



To: Spekulatius who wrote (49204)8/26/2012 10:12:30 PM
From: Sergio H  Read Replies (1) | Respond to of 78470
 
GLD my contrarian view is that GLD is vastly overowned in some hedge fund circles.
While I did not agree with your view on gold, how about silver? There's not much hedge fund interest in SLW or SLV?

PAL has made a nice move from its bottom and worth looking at.