Section
Silver
323 posts
Hugh Hendry: Long 30-Year Government Bonds
Hugh Hendry is bullish on Government Bonds, the long-term kind. In particular, he likes the German 30-year Bunds,…
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...
Hugh Hendry: "AIG is no longer with us"
Hugh Hendry, CIO, Eclectica Asset Management, hosted CNBC Asia's Squawk Box, while on a visit to Hong Kong,…
Warren Buffett: 2008 Letter to Shareholders
Warren Buffett's 2008 Letter to the Shareholders of Berkshire Hathaway Inc. Here is an excerpt from the 2009…
FRONTLINE: Inside the Meltdown (PBS)
On Thursday, Sept. 18, 2008, the astonished leadership of the U.S. Congress was told in a private session…
Donald Coxe: A Difference of Opinion on the Stimulus Program? (February 13, 2009)
Donald Coxe, Chief Investment Strategist, Coxe Advisors LLC's, weekly conference call is an excellent source of outlook and…
Donald Coxe: Have Commodities Started to Outperform?
Although we have anxiously awaited a new issue of Basic Points from Donald Coxe, since he announced his…
Richard Russell: Survival Plan for unprecendented situation
Richard Russell (Dow Theory Letters) writes the following in the February 3, 2009 issue of his invaluable daily letter.…
Niall Ferguson: The Ascent of Money
Just in case you missed the airing of "The Ascent of Money," on PBS a few weeks ago,…
Baltic Dry Index Up 7 Straight Days Bullish Sign
The Baltic Dry Index, the indicator of global shipping activity is now sitting at 1014, having hit its…
Where Credit's Due
Michael Gregory, Senior Economist, BMO Financial Group, posits in the latest issue of Focus that recovery in credit…
George Soros: The New Paradigm For Financial Markets
George Soros appeared in an MIT World interview where he spoke candidly for 1 hour and 23 minutes…
The Man Who Made Too Much: The Other Paulson
Portfolio.com's February 2009 issue profiles John Paulson, the now legendary hedge fund manager whose record payday in 2007-'08…
Byron Wien: Ten Surprises for 2009
Byron R. Wien, Chief Investment Strategist of Pequot Capital Management, Inc., today issued his list of Ten Surprises…
"Swap" Inventor Blames Regulators for Financial Crisis
David Swensen, of Yale University Endowment investment management fame discusses the current state of the market and derivatives…
John Paulson Investing in Distressed Debt - 2009 Outlook
John Paulson, founder of $36-billion hedge fund company, Paulson & Company, (no relation of Secretary Paulson) and now…
