Gustavo Ballvé on November 26th, 2010
Capital goods, Food for thought, Home, Industries, Investment Themes, Mental models, Portfolio Management, Risk management

There’s timing and there’s packaging. The second is easier to control… This WSJ story highlights the success story of GLD, the Gold ETF, and the potential risks caused by its very success (there’s a 3-min. video embedded inside). By the way, we’ll have more on “packaging” in a future post.

The 3:25 video starts after a 10-15s ad:

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