Tag: gold

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Where To For Gold?

Regular readers know I’m a big fan of discrimination. As such, I choose my friends wisely. Also Read Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More Stanley Druckenmiller On Liquidity, Macro-Investing, & Margins What’s the Liquidity on an Asset […]

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The Case For Owning Gold

Thomas Kertsos is a portfolio manager and senior research analyst at First Eagle Investment Management. He joined First Eagle’s Global Value team in May 2014 as a research analyst covering precious metals and marine transportation. In March 2015 he was […]

The real elephants

The real elephants

The Fed’s “balance sheet reduction” may have profound implications for the dollar, gold, stocks and bonds. We provide an outlook. It is said forecasts are difficult, especially when they relate to the future. Investors might want to pay attention nonetheless, […]