Must read 2 – Hugh Hendry’s latest missive
The Fund was down 18 bps in April. The main positive contributors were tobacco and Japanese equities and short-end interest…
12 years ago
Latest
Time to Sell the Dollar & Buy Gold & Silver
After twelve years of continued price appreciation, precious metals have taken a bit of a bath this year, and to…
12 years ago
aN ABSOLUTE MUST READ – LATEST MISSIVE FROM DAVID EINHORN TO HELICOPTER BEN BERNANKE
David Einhorn President, Greenlight Capital, Inc. The Fed’s Jelly Donut Policy A Jelly Donut is a yummy mid-afternoon energy boost.…
12 years ago
Words of wisdom for those buying value, particularly in the mining sector
Below are a few para’s from legendary investor Seth Klarman that seem prescient to us with regards to some of…
12 years ago
ENRC – Conflicting news stories out this weekend
Suleiman Kerimov Well, the final countdown begins for a near certain re-tabling of a takeover offer by the 3 oligarchs…
12 years ago
Zak Mir on Zanaga Iron Ore & Co – Coast clear to go in?
I think that I would have to confess that I have learned more about the markets and trading in…
12 years ago
Positive broker note out on Gulfsands Petroluem
Courtesy of Edison Investment Research - Gulfsands has successfully diversified its business away from Syria and now operates in Morocco,…
12 years ago
Some interesting stats on the US equity market…
The Dow is up 16.8% year-to-date, ranking ninth over the past 100 years. The Dow has had 63 positive days…
12 years ago
“Hedge fund Bernanke” crushes real Hedge Fund returns
Hedge funds are usually referred to as the “king of all investments”. In reality, only a few fund managers…
12 years ago
The biggest market sell offs in history
1. Black Tuesday October 29th 1929 The Dow Jones industrial average plummeted by 11% and 16 million shares were traded on…
12 years ago