Commodity Trade Mantra

Posts Tagged ‘Currency Risk’

Readjusting the Time-Preference of Gold

Sooner or later a more realistic time-preference for gold is bound to return as leasing by central banks dries up. This explains why GOFO tried to go negative on several occasions in 2013. All that’s happening is time-preference is beginning to be rightfully re-instated.

Are Gold Critics Right? Should You Sell Your Gold?

Sentiment around gold has been diminishing since April, when George Soros indicated gold was no longer a safe haven- The shadow has continued through this month when Goldman Sachs said gold was a ‘slam dunk’ sell – So should you sell your gold?

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