Just a general rundown on how I see the inflation trade. Also, some comments on how most people don't get what drives gold. But that would suggest I in fact understand how gold trades. Markets will humble you if you forget the golden rule that, it's not what you know that hurts you, but what you think you know and don't...
As always, Yahoo is a blast with unlimited energy - and most importantly we have the time to actually discuss a topic beyond a sound bite or 8 people yelling at each other.