tag:blogger.com,1999:blog-502356674750161309.post63266433968200507..comments2008-12-17T02:01:27.761-08:00Eric deCarbonnelhttp://www.blogger.com/profile/08023745289801416061noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-502356674750161309.post-61304045137009469632008-12-17T02:01:00.000-08:002008-12-17T02:01:00.000-08:00Dear Mr deCarbonnel,<BR/>Thank you for a most informative article. There is a lot of truth in what you are saying although I must admit that I am a novice when it comes to markets. Would you be so kind as to clarify a few things for me. Are you saying that the best way forward in terms of gold is to hold the 'physical product'? My bank only yesterday sent me an e-mail offering a new investment called ETFS Physical Gold where the investment is held custodially backed by the ETC. This investment is traded like standard equities/shares and can be bought and sold on a daily basis. My second question is what are your feelings about investing in gold mining equities/shares?<BR/><BR/>Thank you for any advice or assistance you can afford me.<BR/><BR/>Kind Regards,<BR/><BR/>JohanJ De Jaegherehttp://www.blogger.com/profile/08292846140515161413noreply@blogger.comtag:blogger.com,1999:blog-502356674750161309.post-60429038401326243102008-12-15T19:13:00.000-08:002008-12-15T19:13:00.000-08:00Gold Backwardation is a story in itself, but it is also part of larger story: the dollar's demise.<BR/><BR/>The other stories include:<BR/><BR/>Our collapsing GDP<BR/>Growing bailouts<BR/>Our manufacturing sector's terminal illness.<BR/>Our worsening trade deficit<BR/>The dollar's status as the world's reserve currency.<BR/>The dynamics of hyperinflation (it starts to feed on itself once it reaches a certain level)<BR/><BR/>Now that I am back from my break in California, I will be writing on all these stories, hopefully this week.<BR/><BR/><BR/>I also enjoyed yesterday's dinner and our conversation. Good luck with your investments.<BR/><BR/><BR/>EricEric deCarbonnelhttp://www.blogger.com/profile/08023745289801416061noreply@blogger.comtag:blogger.com,1999:blog-502356674750161309.post-40495050284420117032008-12-15T15:57:00.000-08:002008-12-15T15:57:00.000-08:00A story. And, as the old Sioux Indian saying goes: THERE ARE NO TRUTHS, ONLY STORIES.<BR/>So here is a story. Nice having dinner with you last night at Ed's.<BR/>Larry<br><br><br><br><br><br>Larry Carlsonhttp://www.blogger.com/profile/06035126796617991264noreply@blogger.com