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Gold and Real Interest Rates

December 22, 2010

Jason Ruspini has an interesting idea about Gold.  There seems to be a good relationship between real interest rates and Gold.

Real interest rates have skyrocketed in the last few weeks. For a while, they were below zero in the 5 year.

The current rally in real interest rates is not good for gold.

There is a ton more great information in his presentation.  Gold does not appear to be a great fear gauge over the long run, but that doesn’t mean it is not a good one today.   Slides 8 and 9 are great on Gold as Money.    The Long-Termism fallacy is great – it is a great counter intuitive approach to how much volatility is appropriate for the stock market.

 

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  1. December 23, 2010 at 9:27 am
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