Paper Gold: Utopia For Alchemists
Paper Gold: Utopia For Alchemists John Hathaway Senior Portfolio Manager © Tocqueville Asset Management L.P. An acute shortage of readily marketable physical gold is developing that…
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Math, Myths, And Misunderstandings About China: The Seductiveness Of The Average
You Cannot Manage New Economies With Obsolete Measuring Tools First-year students of statistics are routinely warned that, “On average, every person has one ovary and…
Tocqueville Gold Strategy 3Q15 Investor Letter: Four Big Changes
John Hathaway, manager of the Tocqueville Gold Fund (TGLDX), looks at whether the recent market turmoil is what has been needed to “rekindle investment interest…
Francois Sicart: A Hall Of Fame Client
A Hall Of Fame Client by Francois Sicart, Tocqueville In his latest piece, Francois Sicart, Founder and Chairman of Tocqueville Asset Management, discusses reaching out…
Value Investing: Turning An Oxymoron Into An Opportunity – Tocqueville
In his latest piece, Francois Sicart, Founder and Chairman of Tocqueville Asset Management, discusses contradictions in investors’ disciplines. “…I feel in total harmony with the…
Tocqueville Gold Strategy 2Q15 Investor Letter – Paul Singer
John Hathaway, manager of the Tocqueville Gold Fund (TGLDX), looks at what is required to restore investor interest in gold, concluding that “a prolonged bout…
Greek Default, Fed Rate Hike: Sell The Rumor, Buy The News
Greek Default, Fed Rate Hike: Sell The Rumor, Buy The News by Robert Kleinschmidt, Tocqueville Asset Management In his latest piece, Robert Kleinschmidt, CEO and…
Tocqueville’s Sicart: The Discovery Of Ignorance
In his latest piece, Francois Sicart, Founder and Chairman of Tocqueville Asset Management, explores the idea that “nothing is more valuable than an awareness of…
Tocqueville’s Sicart: Welcome To The World Of Taxes! A Philosophical Introduction For New Taxpayers
In his latest piece, Francois Sicart, Founder and Chairman of Tocqueville Asset Management, discusses his philosophy on taxes for the high net worth, especially from…
Francois Sicart: Five investments Explained And What Went Wrong
Francois Sicart: “Mistakes Must Service a Purpose” by Tocqueville In his latest piece, Francois Sicart, Founder and Chairman of Tocqueville Asset Management, examines some investment…
Tocqueville: A Devoted Contrarian Needs Patience; Some Recent Examples
A Devoted Contrarian Needs Patience Some Recent Examples by Francois Sicart, Tocqueville In his latest piece, Francois Sicart, Founder and Chairman of Tocqueville Asset Management,…
Tocqueville Gold Strategy Q3 2014 Investor Letter
Tocqueville Gold Strategy Third Quarter 2014 Investor Letter Through September 30, the $US gold price declined 6%, after giving up much of the stronger gains…
Tocqueville on The Bull Market, Minsky Moment, And Black Swans
Sicart on the Bull Market: “What Feels Like Stability Often Is Only an Ephemeral Equilibrium” by Francois Sicart, Tocqueville In his latest piece, Francois Sicart, Founder…
Francois Sicart Of Tocqueville: A Letter to My Grandson
Francois Sicart: A Letter to My Grandson – About Entering the Working Life by Tocqueville A fter spending three weeks with my 21-year-old grandson this…
Tocqueville: China’s Wall of Worry
In his latest piece, Francois Sicart, Founder and Chairman of Tocqueville Asset Management, looks at the over-valued global market environment and points out that “While…