John Paulson

Greg Zuckerman on Paulson and the Gold Bubble Question

This morning I had the pleasure of attending a hedge fund industry event where the featured speaker was Gregory Zuckerman, the author of The Greatest Trade Ever. I was one of the few in the audience who had not yet read the book but a lot of what was discussed has already made it’s way into…

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…

Hot Links: Shangri-La Found?

Stuff I’m Reading this Morning… Templeton’s Mark Mobius sees another 40% gain for the BRIC nations.  (Bloomberg) What Are The Best Hedge Funds Buying?  Including John Paulson, Steve Cohen, Steve Mandel.  (PragCap) The emperors drop some crumbs: Goldman and Buffett‘s plan to help small businesses.  (Barron’s) 10 Most Annoying Things About This Recession.  (TheDisciplinedInvestor) What’s…

Hot Links: Zhu Zhu Pets!

Stuff I’m Reading this Morning… Gold at a new high overnight, silver screaming, etc.  (WSJ) Hedge Fund biggies like John Paulson and David Tepper snatching up Citigroup shares.  (DealBook) Howard Lindzon on which companies are thriving in the New NASDAQ.  (HowardLindzon) 10 Things Your Local News Won’t Tell You.  (SmartMoney) Ritholtz and Kedrosky: Charting the…

Hot Links: Ackman, Paulson, Samberg & Whole Foods

Stuff I’m Reading this Morning… William Ackman may finally be done bashing his pretty head against the brick wall that is Target.  (Dealbreaker) Ezra Klein on what Whole Foods can teach us about healthcare.  (WaPo) Bespoke breaks down hedge fund star John Paulson‘s most recent sector allocations.  (BIG) And then Trader Mark discusses Paulson’s just-revealed…