mebanefaber.com - 1/30/2009
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This is going to be the most subjective and least quantitative post out of the 500 odd posts I have written. I am not a gold bug, and while I have written that gold shares are attractive relative to gold in the past, I don’t see a lot of strategic value of gold to a [...]
ft.com - 1/29/2009
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ft.com —
A hedge fund has begun offering investors the
chance to have their investment denominated in gold, as...
worries grow over governments debasing their currencies by printing money. Osmium Capital Management, a $178m hedge fund manager based in Bermuda, is ...
(more)
FT.com / MARKETS / Commodities - Hedge funds offer to ...
bloomberg.com - 1/28/2009
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bloomberg.com —
Jan. 28 (Bloomberg) -- Greenlight Capital Inc. founder
David Einhorn is finally taking his grandfather’s advice. The...
$5.1 billion hedge fund is buying gold for the first time amid the threat of inflation from increased government spending. Since ...
(more)
Greenlight Founder Takes Grandfather’s Advice on Gold ...
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Gold, a Thorny Issue for Managers
InvivoAnalytics.com —
Even though I spent most of my working life in the securities industry, I was only a broker for a short time back in 1987. I was just not good at handling clients. Bad at sales. Good at trading. So when I saw Mebane Faber’s post yesterday, it immediately brought back memories: A Simple Post on Gold This is going to be the most subjective and least quantitative post out of the 500 odd posts I have written. I am not a gold bug, and while I have written that gold shares are attractive relative to gold in the past, I don’t see a lot of strategic value of gold to a portfolio ...
Friday links: critical junctures
Abnormal Returns —
... financial system. The bust-up he didn’t foresee was the one that made mincemeat of investors who took his advice in 2008.” (WSJ.com, naked capitalism) The response. (Clusterstock)
The 10-year Treasury note is at a crucial juncture. (Bespoke also ETF Trends)
A contingent bet on gold prices as it nears $1000/ounce. (World Beta)
The IPO market has been in a ...
Friday's Links
Todd Sullivan's - ValuePlays —
... - This is at least good news - Calling out the fraud - More on it - Disclosure ("none" means no position): Visit the ValuePlays Bookstore for Great Investing Books ...
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