Friday, November 07, 2008
I'll be on another panel with Jon Nadler of Kitco at the Hard Assets Investment Conference in San Francisco later this month - that should be fun. Here he is in a MarketWatch interview.
I'm still waiting to hear a good explanation for the inverse relationship between the trade weighted dollar and the price of gold. It's clear that it exists - the question remains why it exists and how long-lasting it might be if there is no fundamental reason for it to exist.
You can also go here to watch this.