Peter Brandt on My Gold Model

Peter Brandt, who knows basically everything there is to know about commodities trading, recently had some very kind words for my gold model:

This past week I read a blog post that nearly knocked my socks off. It was a huge déjà vu moment. It was one of the best postings I have read in years.

Each morning I briefly cruise through the posts made the previous day by the StockTwits blogging community, plus a half dozen other blogs I really like.

For the most part the verb “cruise” is very accurate. I am a very selected consumer of the opinions of others. I have little time for a regurgitation of the news of the day. I mainly look for original research, sophisticated insight into risk management protocols, bold and original thinking and unique market perspectives.

This past week one post led me to a post from October 2010 that knocked my socks off. It was profound. Let me explain.

On Thursday I read a blog post by @EddyElfenbein (Crossing Wall Street), titled Updating the Gold Model. BTW, Crossing Wall Street is one of my favorite blogs. However, this was not the post that captivated me. But, this post led me to a post from October 6, 2010 by Eddy, titled, “A possible model for the price of gold“.

Read the whole thing.

Posted by on August 23rd, 2011 at 10:47 am


The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.