Look for GLD to outperform OIH ( Oil Service Stocks) for the next 3-6 months by 10-15%.
3:30PM EST Wednesday, May 14, 2014
SORRY for any confusion. The conclusion is to BUY GOLD now and SELL SHORT OIH and look for relative outperformance of GLD versus OIH.
And, keep in mind, I expect OIH to do better than SPY... so.... you could also go long GLD and short SPY.