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Commodity conundrum: Gold rips, energy dips

Posted on 21 August 2013

The machinations in the equity markets this summer have confounded both casual and professional investors. The equity markets continue to resist the sirens’ call of a reversal, the bond market has been brought to its knees, and the commodity complex has seemingly regained its footing.
Last week it was reported via 13F filings that hedge fund titans John Paulson and George Soros reduced their holdings in gold-related investments near the lows. Even the most well-known money managers are not immune from the effects of capitulation that can oftentimes signal an inflection point in the markets………………………………………..Full Article: Source


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VRS - who has written 39496 posts on Opalesque Commodities Briefing.


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