Merk Investments CIO Axel Merk says gold won't fall or rise too much this summer, but the recent Yen rally offers a chance to get short.
Axel Merk, portfolio manager for the Merk Hard Currency Fund, says stick with gold despite the Euro's recent resurgence.
Guests include Axel Merk, portfolio manager of the Merk Hard Currency Fund, Lou Gerken, founder of Gerken Capital and Steve Roge, portfolio manager for the Roge fund.
Precious metals and energy funds performed well in the month.
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