Gold Stocks: The Great Contrarian Trade Of 2014?

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Tana Goldfield

• Gold Stocks The Great Contrarian Trade Of 2014?

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• http//www.forbes.com/sites/jamesgruber/2013/12/14
  /gold-stocks-trade-of-2014/
• In my experience, one of the singular best
  investment strategies is to buy assets/asset
  classes which are most reviled by investors. By
  reviled, I mean assets where a mere mention of
  you wanting to invest in them generates nervous
  sniggers among others, if not howling laughter.
  Where upon their mention, people hand you
  business cards, not their own but of nearby
  psychiatric centres. And where even friends start
  to doubt your sanity.

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Examples include the Indian rupee, in free fall
just four months ago on QE taper speculation and
current account issues. Its up 12 versus the
U.S. dollar since bottoming, as shown below.