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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The subtitle is Two Peking University Professors Explain All of China Business in Six Short Stories and the authors are Jonathan Woetzel an...
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-I read John Mauldin regularly and his group holds an annual conference where a bunch of well-known investors give speeches. This year’s re...