Just read a couple of articles in the Wall Street Journal this morning about accounting issues in China. This jives with things I have been hearing from others about problems and concerns in China. Those who know us realize that while all of this is interesting we don […]
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John Paulson is Not Perfect
John Paulson Also Is Taking a Bath on Gold Mining StocksI have nothing against John Paulson, he made the greatest trade in history and you have to respect that. If you haven’t read Greg Zuckerman’s book on this I highly recommend it. The point I want […]
John Paulson is Not Perfect
John Paulson Also Is Taking a Bath on Gold Mining StocksI have nothing against John Paulson, he made the greatest trade in history and you have to respect that. If you haven’t read Greg Zuckerman’s book on this I highly recommend it. The point I want […]
Weren’t Oil Prices Supposed to Go Up?
As oil prices hover around $90/barrel I can’t help but remember it wasn’t that long ago that oil was above $100 and certain to go up. Just about everyone agreed, the only uncertainty was how far and how fast. Now I have no idea what […]