Odds and Ends

I’m in Vancouver today at the World Resources Investment Conference put on by Cambridge House.

The doom and gloom starts early this morning…

9:00 Speaker Hall North Danielle Park LLB., CFA After the Debt Rush: Understanding Demand in a Post-Spending Binge World
Speaker Hall South Lawrence Roulston Realizing Capital Growth in Uncertain Times
9:30 Speaker Hall North Doug Casey The Greater Depression Has Just About Started
Speaker Hall South Michael Levy Europe is sick; will contagion spread to Canada?

At 9:30 I have to choose between Canadian Contagion in the South Speaker Hall and The Greater Depression in the North Speaker Hall!?!  What am I to do?  What would you do?  I’m thinking Doug Casey is the move…

Anyway, I don’t speak until 4pm so I’m hoping to spend the day learning a lot.  Frank Holmes and Peter Schiff are both speaking and paneling this afternoon about the global impact on peoples’ portfolios, looking forward to that for sure.

This city, btw, is drop-dead gorgeous.  I’m staying on the waterfront at the Pan Pacific, the water is aquamarine, the trees are leafy green and all around us are hydroplanes taking off and landing while commercial and recreational ships come and go against the backdrop of snowcapped mountain peaks far off in the distance.  There’s a laid-back vibe out on the streets here, its bustling and yet quiet all at once.  Probably because everyone’s busy thinking about seafood or gold mining 🙂

In meantime, came across some links for you:

Global Macro hedge funds continue to see massive outflows, which is ironic and hilarious when you consider that the whole point of a global macro hedge fund is to cope with shit like this Euro stuff.  (PragCap)

Goldie: QE3 on the way in June.  (Zero Hedge)

Rob Arnott profiled in Fortune, why he’s looking internationally for growth.  (Fortune)

Don’t miss Gabriel Sherman’s massive story on Michael Bloomberg’s financial media empire.  (New York Magazine)

ETFs battle it out over fees (which means we win).  (WSJ)

Real-life Caddyshack – the most epic drunken gold escapade of all time.  (TheDaily)




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