
I like to have a reference to refer back to a year or five years from now capturing certain points in time. The market seems to be placing peak confidence in financial assets (stocks) vs. gold.

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The Bearish Gold Articles keep on coming: businessinsider
Hedge fund managers go about finding investment ideas in a variety of different ways. Some target stocks with low multiples, while others look for growth names, and still others combine growth and value when looking for ideas. Some active fund managers use themes to look for ideas, and Owen Fitzpatrick of Aristotle Atlantic Partners is Read More
Running out of metal.
Even bullish mining investors expect “waterfall declines” and gold going below $1,100. Momentum creates the news. To be fair, he is long-term bullish, but note the “certainty, inevitability” of gold falling in USD below $1,100 or even to $1,000. Since he is probably considered strong hands (better capitalized with more experience in precious metals miners) his view indicates VERY bearish near-term (1 day to two/three months sentiment). As I interprete this news.
Contrarian Investor
Financial risk is increasing on US company balance sheets, but then who cares while confidence is high?
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