The Bespoke Investment Group just posted a killer 2010 Roundtable, including the views of some of the best financial bloggers out there. I was honored to be included along with Eddy Elfenbein, Paul Kedrosky, Bill Luby, Michael Panzner, Mebane Faber, Charles Kirk and all the rest.
Commodities
A Few Chunks of Goldbug Kryptonite
Hold your hate mail Goldbugs…I don’t make predictions here on anything, nor do I particularly care which way the price goes today or tomorrow. The recent sell-off in the yellow metal has brought out a ton of bearish sentiment this week, some of which I’ll post here… First up, Doug Kass has a gold call…
An Ugly December For The Euro So Far
Le Euro hasn’t been looking good since the start of the month and today’s credit downgrade on Greece’s sovereign debt certainly didn’t help. Wondering about the strength in the dollar and the weakness across commodities today (ex-nat gas)? Look no further than here: The ratings agencies seem to be in the driver’s seat here as…
Bespoke's 2009 Commodity Scoreboard
The boys over at Bespoke Investment Group (aka The Notorious B.I.G.) just put up a look at how 10 major commodities have done so far in 2009. Copper For The Win! Sources: Commodity Snapshot (BIG)
John Paulson Likes Gold…More Than a Friend
John Paulson of Paulson & Co, the legendary hedge fund manager who made tens of billions betting on the mortgage crisis between 2007 to 2009, likes gold. He really likes it. He likes gold more than a friend. To most market participants, this is not news, but here’s something you probably didn’t know: Paulson owns…
No One is Buying Real Gold, They're Just Betting On Higher Gold Prices
This is a remarkable story. I am not calling for either higher or lower gold prices as this is a forecast-free blog. I will say that depending on how you interpret the facts, your outlook, bullish or bearish, may change. The LA Times offers us an interesting look at the divergence between the activity of…
Holiday Gift Idea for Traders: Chart Jewelry
Just in time for the holidays, allow me to introduce the new PLOT line of jewelry. Launched by advertising firm Wieden + Kennedy, PLOT takes charts and turns them into wearable art. Below is their gold necklace followed by the gold chart that inspired it: They’ve also done some cool stuff with the charts of…
Gold Fever, Gold Bubble, Gold Mania, Gold Frenzy etc
Now that we have one asset class, gold, that is selling for all-time high prices, I’m not surprised to see it in the center of controversy. Gold has been hotly debated on and off Wall Street and by individual investors since at least mid-2008 when it first kissed $1000 an ounce. Now that it’s soaring…
3 Potential Bubbles for Retail Investors
The “everybody’s a real estate mogul” era started innocently enough, with a distaste for the stock market after the dot com meltdown and an incredibly long stretch of time with 1% interest rates. The leap from trading up in house size to using home equity loans for financing boat purchases certainly didn’t take very long. …
Hot Links: Insolvency, Google Facts & the TradeBot3000
Stuff I’m Reading this Morning… The Fly notes how cranky the Goldman TradeBot3000 must have been yesterday. (iBankCoin) Bank of America is now searching for CEOs in New York, could it be you they’re looking at? (DealBook) India’s central bank buys $6.7 billion worth of gold from the IMF. (Bloomberg) 10 things you probably didn’t…
