28.03.2011 - Looking beyond gold for alpha
As Comex gold hit a fresh record high, Societe Generale commodities skeptic Dylan Grice — of the long-term return on commodities is zero fame — wrote a stirring paean to gold in his latest research report. Marked by his characteristic erudition, with references to gold’s use as a hedge in the world of antiquity, Grice’s report is worth reading and thinking about...........................................Full Article: Source
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