Here (click here) is the best piece I've read lately about the fundamentals of gold investing. Its buy some guys (and an organization) I've never heard of before: QBamco, Lee Quaintance and Paul Broadsky.
Here's a quote that says a lot about the inflation vs deflation debate and the price of gold:
"gold anticipates contracting total bank credit (continued debt deflation), which requires further monetary inflation to be administered by central banks."
Pretty profound. I recommend reading the whole thing.
MontyHigh, www.worldofwallstreet.us
Comments