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Seeing Next Boom, Tudor Goes For the Gold http://tinyurl.com/yztoeb3 10/28/2009 |
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Seeing Next Boom, Paul Tudor Jones Goes for the Gold http://bit.ly/2dWTG7 10/28/2009 |
Write-Offs: 10.28.09
Dealbreaker —
$$$ Matt Goldstein: Galleon Shows Need For Hedge Fund Disclosure [Reuters]
$$$ InBev buy of Anheuser-Busch exposes boys club? [The Deal]
$$$ Paul Tudor Jones Goes For Gold [DB]
$$$ Madoff losses totaled so far at $21.2 billion; $530 million paid back [WaPo]
Sponsored Topics:
Anheuser-Busch - InBev - Paul Tudor Jones - Hedge fund - Deal
Paul Tudor Jones ♥ gold
FT Alphaville —
... of which adds up to the fact that PTJ, like many other big name hedge fund managers, has caught the gold bug. Bad. In our opinion, the scope for increased investment demand over the coming years is much stronger than the potential for new supply. As a result, incremental new demand must buy gold from current holders. With a macro backdrop that suggests gold is undervalued, we doubt the transfer of gold from current holders to its new owners will occur at, or near, current prices. H/T Dealbook Related links: ...
Thursday links: uncorrelated returns
Abnormal Returns —
A couple of short-term oversold measures. (VIX and More, Quantifiable Edges)
Most investors would have been better off doing nothing the past eighteen months. (IndexUniverse)
Paul Tudor Jones, gold and the future of hedge funds. (The Pragmatic Capitalist, market folly, FT Alphaville, DealBook)
“High-velocity hedge funds aren’t really about ...
Thursday Items on the Radar
TraderFeed —
* Sign of the times: commodities are the asset class of choice; * Banks making fewer loans and holding more risk-free Treasuries; * Thanks to an alert reader for the link to this stunning display of industrial pollution in China; * Hedge funds betting on gold; * Lessons from a Navy SEAL; * A Market Profile view of major stock indexes; * ...
Gold bullion surging in all currencies
The Big Picture —
... “The gold bug has caught several big hedge fund managers this year including John Paulson of Paulson & Company, Kyle Bass of Hayman Advisors and David Einhorn of Greenlight Capital, who believe enormous monetary and fiscal stimulus that has been injected into the global economy will eventually result in hyperinflation,” said The New York Times. ...
