helped by ultra-easy-money
Specs liquidating at a furious pace in gold. US Dollar on the cover of the Economist, insider selling in stocks–all lend support to real asset undervaluation.
Who wants gold?
The Dow in dollar terms (yellow) and the Dow in gold terms.
Remember that you don’t have a good contrarian trade UNLESS this happens:
Wow, I’ve never seen that chart about who’s buying/selling U.S. equities. I’m curious how much of an impact corporate buying has had on inflating EPS.
What about foreign stocks?
Nick de Peyster
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