Goldman Stays Gold Bear as Bullish Wagers Increase – Bloomberg 07-14-14

Salient to Investors: Jeffrey Currie at Goldman Sachs predicts gold to fall to $1,050 by year-end as the economy improves and there is more confidence in the recovery, without significant inflationary concerns. Goldman predicts higher interest rates in Q3, 2015. Last week, net-long positions in gold rose to their highest

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Gold Shines Again as Hedge Funds Boost Wagers on Advance – Bloomberg 07-08-14

Salient to Investors: Money managers increased net-long positions in gold for a fourth straight week through July 1 and assets in gold-backed global ETPs are rising at the fastest pace since November 2012. John Kinsey at Caldwell Securities expects further gold strength through 2014. Societe Generale predicts gold prices will

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Gold Bulls Run for $1,400 as Turmoil in Ukraine Spurs Demand – Bloomberg 03-04-14

Salient to Investors: Quincy Krosby at Prudential Financial is seeing momentum traders come in, while mixed US economic numbers and concerns about slowdown elsewhere have boosted demand for a safe-haven asset. Goldman Sachs in February reiterated gold will fall to $1,050 by year-end, Westpac Banking predicts $1,011 in December. UBS

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Gold to Coffee Drive Bullish Bets to 17-Month High – Bloomberg 02-25-14

Salient to Investors: Hedge funds’ net-long positions of 18 US-traded commodities rose 18 percent last week to the highest since September 2012. Investors tripled the net-long position in arabica coffee this month to the most bullish since May 2011 Barclays said weather is the big driver of commodities. EPFR Global

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Bonds Prove Bears Wrong in Best Start Since 2008 as Stocks Tank – Bloomberg 01-30-14

Salient to Investors: Paresh Upadhyaya at Pioneer Investment Mgmt said January was definitely a surprise for investors. Neil Azous agreed. Fixed-income assets worldwide posted their biggest January returns since 2008, while equity prices fell the most since 2010. Gold is rallying. Joseph Quinlan at US Trust Bank of America said this

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