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Gold-Oil Ratio

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I found this link:

Kitco - Commentaries - John Lee, CFA

Note especially the chart on the gold-oil ratio. I agree that it might be wise to start going long oil. I am looking at the integrated oil companies and am likely to begin taking a position that exposes me to oil soon (as in January). I am currently exposed to energy in BTU, but would like to look at oil also.
 
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