Lessons From The Golden Bear

Gold has been a dreadful performer in recent years. Since peaking at over $1900 per ounce in September 2011, the price has fallen by nearly -40% over the four years since. But after such a deep and prolonged price decline, and given concerns about the continued sustainability of the current bull market in stocks that is already the third longest in history at over six years, it is reasonable to consider whether it may be worth considering either a new or increased allocation to gold for portfolio diversification and risk control purposes. In working to draw any such conclusions, it is worthwhile to first evaluate whether it even makes fundamental sense from a supply and demand perspective to do so.

Please click on the link to read more of my article on Seeking Alpha.

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