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  1. Article in Barrons Online re: wave of put buying in GLD. The author wrote that both puts and calls were undervalued.
    (ie low Market Implied Volatility)
    Checking myself I see that they are indeed undervalued through March 2011.
    After that the options become overvalued.
    What that tells me is that the options players expect a turn in the gold market sometime after March.
    This could be a valuable clue for those of us looking to time a short position.

  2. Denton, re retirement, leaving NY is like skydiving from a plane. It is easy and exciting when you do it (wow, look at my big house, look at my property, wow, this is the life, it’s Christmas everyday)…..for about 1-2 years. Then you are on the ground, stranded. Try coming back.
    Not so easy getting back into the plane. The economics of a reverse move mean that you can’t change your mind. Coming back to NY after pulling up real estate roots is a very very hard thing to do.

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