Chamo atenção para os três últimos (e excelentes) artigos de Paul van Eeden em www.kitco.com sobre o "preço teórico" do ouro.
Destaque (do artigo saído hoje):
"The undeniable correlation is no coincidence, and begs the question whether the dollar can sustain its current exchange rate. I have already addressed that issue in a previous article (see “Predicting the Gold Price”, February 6, 2004) and concluded that gold is likely to exceed $1,000 an ounce within five years, regardless of whatever short term volatility we encounter on the way. We should, however, not be too sanguine; a nasty short term correction in the gold price can severely damage one’s portfolio, which is often accompanied by a general sense of humor failure."
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