gold is a currency, not a commodity: paul tudor jones strategist

[jk]

http://www.lbma.org.uk/docs/conf2003...MAConf2003.pdf

i've heard this conclusion before, but the argument is from a different perspective.

[FRED]

Re: gold is a currency, not a commodity: paul tudor jones strategist

http://www.lbma.org.uk/docs/conf2003...MAConf2003.pdf

i've heard this conclusion before, but the argument is from a different perspective.

The 4th currency, to be precise.

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[Jay]

Re: gold is a currency, not a commodity: paul tudor jones strategist

http://www.lbma.org.uk/docs/conf2003...MAConf2003.pdf

i've heard this conclusion before, but the argument is from a different perspective.

Very interesting stuff, jk, thanks.

[Master Shake]

Re: gold is a currency, not a commodity: paul tudor jones strategist

http://www.lbma.org.uk/docs/conf2003...MAConf2003.pdf

i've heard this conclusion before, but the argument is from a different perspective.

That's an interesting paper, jk. Thanks for posting.

[phirang]

Re: gold is a currency, not a commodity: paul tudor jones strategist

Anyone who bothers to read real economic papers knows this.

PTJ is amazing.

Gold SHOULD do well in the LT, and so unless you bought recently, you have no worries.

However, I deal personally with MINERS, and lemme tell you, a nice break over 80 on the DX will send gold down -hard.. and the miners down harder!

Look at the 3mth - its up over 10bp in the past 2 weeks.

Everywhere I read and see tightening - everywhere.

We're gonna have a mini-Ka, with possibly a worst poom later this year.

[metalman]

Re: gold is a currency, not a commodity: paul tudor jones strategist

Anyone who bothers to read real economic papers knows this.

PTJ is amazing.

Gold SHOULD do well in the LT, and so unless you bought recently, you have no worries.

However, I deal personally with MINERS, and lemme tell you, a nice break over 80 on the DX will send gold down -hard.. and the miners down harder!

Look at the 3mth - its up over 10bp in the past 2 weeks.

Everywhere I read and see tightening - everywhere.

We're gonna have a mini-Ka, with possibly a worst poom later this year.

let's face is... no one has a clue how this year turns out. if there was ever a year to hold gold & tbills... this is it.