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Precious Metals
982 posts
Bill Ackman on Charlie Rose
Bill Ackman, founder and CEO, Pershing Square Capital Management, and now infamous and highly successful activist hedge fund…
November 20, 2008
Hugh Hendry Interview: Invest in Long Government Bonds
Hugh Hendry, the brilliant, brash and outspoken and eloquent CIO of Eclectica Asset Management, one of the UK's…
November 11, 2008
Donald Coxe: Barron's Interview
This week's issue of Barron's features an in depth interview with Don Coxe, Chief Investment Strategist, BMO Capital…
November 9, 2008
Donald Coxe: Post US Election Analysis
Donald Coxe and his colleagues at BMO Harris provided their post-election views following the Obama victory: Donald Coxe,…
November 9, 2008
Risk of Default at Large Financials
It appears that CDS rates at the largest US financials has fallen. Morgan Stanley and Goldman Sachs have…
November 6, 2008
Commodities Snapshot
A snapshot view of commodities reveals that they have all experienced some mild recovery at the end of…
November 5, 2008
Global Writedowns vs. Capital Raised
According to Bloomberg data, capital raised now exceeds global writedowns, and this may be a strong signal for…
November 4, 2008
Hugh Hendry: Don't Bank on the Bailout
Hugh Hendry, the brash, outspoken, and eloquent CIO, Eclectica Asset Management was invited to host Channel 4's Dispatches,…
November 2, 2008
Heebner and Holmes on Emerging Markets
Ken Heebner, CGM Funds, and Frank Holmes, US Global Investors, discuss emerging markets in the context of the Fed's 50 bps…
November 1, 2008
The Teflon Maple Leaf: TD Securities
Eric Lascelles, TD Securities' Chief Economics Strategist, points out that the Canada has the highest sovereign debt ratings in…
October 31, 2008
Better To Be Late, Amid Credit Crises: Thomas Barrack, Jr.
Thomas J. Barrack Jr., billionaire and Founder of Colony Capital, which controls $39-billion in real estate assets, in…
October 30, 2008
BRICs Lay Foundation Stability: Merrill Lynch
Alex Patelis, Head of Global Economics, Merrill Lynch discusses the strength of BRIC (Brazil, Russia, India, China) countries…
October 30, 2008
Resurgent Yen a Global Destabilizer
Once again, volatility favouring the Japanese Yen is having a pronounced effect on what happens in the stock…
October 29, 2008
China's Bold Economic Policy Moves
CLSA Asia-Pacific Markets, a division of Credit Lyonnais/Credit Agricole, are one of the best groups of analysts providing…
October 29, 2008
Howard Marks: The Limits to Negativism
Howard Marks, Chairman, Oaktree Capital Management, has recently published his latest memo The Limits to Negativism, sharing his…
October 26, 2008