Gold, Inflation, & Profit Margins

(1) Bad days for gold. (2) QE isn’t working for gold anymore. (3) Gold is negative indicator for other commodity prices. (4) Path of least resistance. (5) Gold suggests that emerging markets have lost their groove. (6) A hedge against reckless monetary and fiscal policies? (7) Inflation in assets rather than in CPI. (8) The 2008 trauma is keeping a lid on inflation. (9) All good for profit margins. (10) Focus on marketweight-rated S&P 500 Autos.