Using my advanced ninja skills I got myself onto the Bank of America Wealth Management-hosted conference call starring John Paulson of Paulson & Co this evening. The notoriously press- and attention-shy Paulson agreed to be on the call a week after Citigroup pulled $410 million from the hedge fund manager and so at least some…
How to Pick a Junior Miner: I Interview Brent Cook
Gold on the ropes…
State Street vs Buffett
I think Buffett was simply trying to explain the difference between productive assets like oil reserves and farmland versus an asset like gold
Gold: This is What an Ex-Momentum Trade Looks Like
Chris Kimble: Could Gold Lose 500 Bucks an Ounce?
Memo to David Einhorn re: Gold Miner Suckitude
Hedge fund manager David Einhorn is accumulating the gold miners and letting some physical gold go here. Why?
First Eagle on Why They're Sticking with Gold
The First Eagle Global fund’s Matthew McLennan maintains a roughly 10% gold position (includes mining stocks) at all times. In his October commentary, he explains why he’s sticking with it (emphasis his)…
Notes from the DoubleLine Lunch with Jeffrey Gundlach
“I’m not a policy maker, I am a steward of other people’s capital and I’m here to outperform.”
The Greatest Fade Ever
If this is liquidation stuff is true – that the once-$37 billion magic-touch hedge fund titan is truly in trouble because of market activity…