I am of the opinion that notwithstanding the strong rise in the gold price we have not hit gold fever yet. The fever phase is typically characterized by every man and his dog participating in the bull market. However, my...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Joseph Gagnon (Peterson Institute for International Economics via Absolute Return Partners): The world...
Read MoreJohn Paulson (unrelated to Hank, ex-US Treasury Secretary), US hedge fund manager, shot to fame by capitalizing in spectacular fashion on the credit crisis by, among others, betting against a number of financial institutions. In...
Read MoreThis week Consuelo Mack is joined on WealthTrack by Cliff Asness, an outspoken and thought-provoking hedge fund manager. He explains AQR Capital Management’s value-oriented, quantitative computer-driven strategies and why he is...
Read MoreSource: Gary Markstein, Comics.com, December 3, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Ambrose Evans-Pritchard (Telegraph): China wary of gold “bubble” danger after quietly doubling its...
Read MoreSource: Nate Beeler, Comics.com, December 3, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • David Leonhardt (The New York Times): Stocks start looking dear again, December 1, 2009. Over the last...
Read MoreThis post is a guest contribution by Asha Bangalore* of The Northern Trust Company. There have been several queries recently about the independence of Fed policy decisions in election years. There is a growing suspicion the Fed...
Read MoreSource: Rob Rogers, December 2, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
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