Wednesday, August 15, 2012
Golden Aspirations
Pretty interesting read over at Zero Hedge. Per filings, during Q2, Soros' firm more than doubled its position in GLD. Similarly, Paulson's fund added about 25% more exposure to its GLD holdings, bringing total gold exposure for the fund to about 44% (of $21 billion). Both pretty hefty increases. Both smart money. Both betting on higher gold prices.
Broken Money
The subtitle is Why Our Financial System is Failing Us and How We Can Make it Better , and the author is Lyn Alden (2023). I feel like I hav...
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In light of my previous post, here's what I'm thinking: buy some GLD $180 calls that expire 3/16/13. Right now, you can get them fo...
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I sounded "sad" in yesterday's post, but really I am pretty sanguine about the election. Change is going to come even if the ...
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I came across this really interesting chart regarding 2013 and 2014 EPS forecasts by region and globally. Note the very pronounced move fr...