John Paulson gave a speech two days ago at the Chinese Finance Association, where he discussed gold, inflation, the outlook for the economy, and where he is currently is investing.
John Paulson doesn’t think gold is a bubble, why not?
A picture is worth a 1,000 words, right? See below:
Is First Gen An Overlooked Power Play That Deserves A Re-Rating?
The post was originally published here. Highlights: Resolving gas supply issues ensures longevity A pioneer in renewable energy should be future proof Undemanding valuation could lead to re-rating Q1 2022 hedge fund letters, conferences and more
(Disclosure: No position in gold)
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H/T to Business Insider
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