Section
Gold
851 posts
Hugh Hendry: June 2009 Letter
Here, below, in its entirety is Hugh Hendry's latest letter to investors. Its both enlightening, and highly educational,…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Roubini: Oil and Gold Look Overpriced
Nouriel Roubini, of RGE Economics, declared at a Reuters Summit Tuesday that Oil and Gold are not reflecting…
David Rosenberg: Green Shoot Era Over?
In today's Breakfast with Dave, David Rosenberg, Chief Economist at Gluskin Sheff (ex-Merrill Lynch) discusses the sell-off that…
The Secret European Financial Crisis
Anatole Kaletsky, Editor-at-Large for The Times (London), writes this week on the subject on Europe's looming financial crisis…
Paulson & Co. Accumulating All Things Gold
MarketFolly.com has been diligently tracking the activities of 35+ hedge fund managers, and one of the most notable…
The Former Sheriff of Wall Street
Eliot Spitzer, Former Governor of New York, and Arianna Huffington, Editor and Founder of The Huffington Post have…
MarketWatch: “Goldman Conspiracy” - Bogle’s “pathological mutation?”
Marketwatch.com's Paul Farrell contributes the following commentary on John Bogle's (retired Founder, CEO, Vanguard) description that today's Wall…
Birth of the Credit Monster
Gillian Tett, of FT.com has written an in-depth exposé about the birth of innovative securities that gave rise…
Big money poll - the long view (Barron's)
Barrron's magazine has published the results of its Big Money Poll of sentiment among money managers. Here is…
Hendry: Markets Assuming Optimism
Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…
Regression to Trend: New S&P 500 Update (dshort.com)
Doug Short (dshort.com) provides useful analysis to make the point statistics however reliable or unreliable can cause us…
China Fifth Largest Holder of Gold
“China has quietly almost doubled its gold reserves to become the world’s fifth-biggest holder of the precious metal,…
Rogers on commodities (Newsweek)
“Jim Rogers, the legendary American investor, financial commentator and, along with George Soros, founder of the Quantum Fund,…
Jim O'Neil and Nouriel Roubini: FT.com Interview
April 6, 2009: Nouriel Roubini of New York University and Jim O'Neil, Chief Economist at Goldman Sachs, talk…
Richard Russell (Dow Theory Letters): What are the markets trying to do?
“The market situation has seldom been more confusing. Many analysts are convinced that we are in a new…
