Wir erinnern uns an die Goldman-Einschätzung zum Goldpreis für 2014. Nun die passende Einschätzung von Goldman zu den Goldminen (GDX) in diesem Jahr. Das folgende Post wird im Laufe von 2014 und Ende des Jahres wieder aufgegriffen und kommentiert..
Goldman: Sell gold miner volatility in 2014
Jan 3 2014, 10:37
- You can profit on the gold miners in the 2014, says Goldman, but not by owning them. Instead, says the team, take note of the divergence in volatility on the SPDR Gold Trust (GLD) and the Market Vectors Gold Miners ETF (GDX).
- While the miner's ETF volatility is priced for a nightmare scenario, volatility on the price of gold itself has failed to keep pace. A straddle - in which a punter sells both a put and call option on the GDX - would pay off if the market "begins to chill out on the subject of gold miner volatility," writes Brendan Conway.
- As far as the metals or the miners, they're not yet a buy. “With rising U.S. rates and a less accommodative Fed, we believe a sharp rise in the gold price and gold miner profitability is the least likely scenario."
- Miner ETFs: GDX, GDXJ, NUGT, DUST, GLDX, GGGG, RING, JNUG, PSAU, JDST
Quellen: http://seekingalpha.com/currents/post/1490721?source=email_rt_mc_title
http://blogs.barrons.com/focusonfunds/2014/01/03/goldman-to-clients-profit-from-gold-miners-calmer-2014-just-dont-own-them/?mod=yahoobarrons&ru=yahoo
Quelle: bigcharts.com
Quelle: bigcharts.com
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