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Gold is money

Posted: Sun Feb 06, 2011 4:32 pm
by Clive
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Re: Gold is money

Posted: Tue Feb 08, 2011 8:07 am
by Lone Wolf
Clive wrote: If you substitute stocks for oil, then - as slide 63 indicates - a somewhat similar effect is evident over time. So you might opt to hold 50% in gold, 50% in stocks.  Rather than investing in those two assets alone however the volatility can potentially be further reduced by splitting that 50-50 with some cash, and invest the cash in mid duration treasuries (ST/LT barbell or perhaps a 5 year ladder) and you have derived the PP approach.
What an interesting bit of reverse engineering.  Great stuff as usual, Clive.  Thanks.

Re: Gold is money

Posted: Tue Feb 08, 2011 11:46 am
by LNGTERMER
Well done Clive I second Lone Wolf. I am always impressed with your analytical skills and adherence to the scientific method to back up your investigatory research and ideas.