A Contrarian Approach to Investing in Gold Exchange Traded Funds

There are plenty of reasons why Gold is thelonger-term, bearish stance on gold. Just as oil hit
wrong place to invest at this particular moment inits high of nearly $150 in 2007 and remains more
investment history. For starters, the largest holderthan 40% below that high today, it seems
of gold, the metal, is not the various countries inevident that when gold starts to pull back, it too
their formidable reserves. Instead, Exchangemight take some time to return to the recent
Traded Funds (ETF) are the largest owners ofhighs (in fact, in the 1990's, it seemed gold would
gold. This means that countries were able tonever tough the $400 level again, yet here we
offload this precious metal at an equally preciousare).
profit because retail investors were happy to payOne way to capitalize on the long-term negative
the premiums they wanted. In return, largereturns that gold is expected to deliver in the
gold-holding countries like China were able tofuture, investors can invest in inverse exchange
reinvest their new wealth in US Treasuries attraded funds. By investing in inverse exchange
rates that make even the most uninvolvedtraded funds, investors are essentially playing the
taxpayer nervous.odds that gold will depreciate in value.
Aside from the fact that retail investors, throughUnderstanding of course that gold will not drop
exchange traded funds, hold so much gold, thereovernight, some investors might become anxious
is a point in the overall equity market wherewith the little movement that such funds deliver,
investors see the premium charged and limitedbut just as surely as gold reached beyond $1,100
upside potential in gold and realize that even afterper ounce, it will also dip below that same $1,000
some form of recovery, equities are still cheaper.level again in the future. The question, of course,
This has slowly been making itself apparent asis when.
gold as edged a little lower from its all-time highsWith the right amount of patience and a
and more money has started flowing into thelong-term strategy, investors could incorporate a
equity markets - which are a lot more liquid andbearish gold investment with other securities that
cheaper.are currently poised to rebound in the long-term,
However, there are some options for people whosuch as some equities that are currently out of
want to play the gold game. Unfortunately,favor. After all, contrarian investing has a history
however, those options involve taking aof making certain investors very rich.