Relevant:
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- Gold as a deflation hedge Pt. 1 - Black Swans, Yellow Gold - Michael Kosares
- What You've Heard About Gold and Interest Rates is Dead Wrong
- Gold Call Options at $2,000/oz -- Goldman and Credit Suisse Bullish Due to US Interest Rates
- Parallels to the 1970s Suggest Parabolic Move in Gold Ahead
2014-01-04 — marketwatch.com
``Everyone loved gold up until 2011, and everyone hates it now. The contrarian in me says that's why its worth watching carefully. The catalyst likely needs to be negative real rates, and with inflation expectations ticking up a bit, the "Great Convergence of 2014" between reflation and U.S. markets may be precisely why gold's S.O.S. moment gets heard.''
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