The Curious Price Conundrum

Over the weekend, I listened to a rather tedious speech by Grant Williams at the annual CFA Singapore conference.  It's rather coincidental that I spent my weekend cramming for the CFA exam on June1.…


Is it time to buy gold and silver? These insiders at mining companies certainly think so

There is something eternal, beautiful and innate to the human psyche when it comes to gold and silver. It's been a store of wealth forever and with the massive manipulation of the monetary system by…


If it's 2008 redux, there is one big difference. It's Summer not Fall.

Everyone is nervous about Europe.  Me too.  I have no way of knowing how much of this is already priced in the market.  You'd have to say a lot based on the violent reaction in the oil patch, some…


Are You Aggressive or Conservative? Better Check Your Beta..

By: Harvey Sax   A lot of that depends on the beta of your portfolio.  But before we get into all of that, let’s go over just what beta is. Stock Beta is a ratio that indicates how a stock…


Tidbits from Barron's Roundtable

The first thing I look at when I read Barron's round table is the results of the panelists picks from last year.  On that accord, one would do well by skipping most of it.  There are though, two…


Goldman sees 2012 upside in oil, gold, copper | Reuters

Goldman sees 2012 upside in oil, gold, copper Fri Jan 13, 2012 5:07pm IST REUTERS - Goldman Sachs said it expected upside in prices of oil, gold and copper this year, citing greater supply risks and…


John Paulson's 2011 Hedge Fund Performance

John Paulson’s 2011 Hedge Fund Performance   Despite a rather disastrous mess of 2011, Paulson has managed to keep redemptions down to just 8%..  An impressive achievement nonetheless, but is it…


Index Funds, Where Are We Now?

Index Funds, Where Are We Now?   While following important economic news as it continually streams through headlines, its akin to wrapping your mouth around a fire hose to quench your thirst;…


What are your worst performing funds?

When I trained brokers for PaineWebber, we used to have mutual fund wholesalers come in almost every week and buy us lunch and tell us about their best performing mutual funds.  After a couple of…


The Noise About a Gold Bubble

Red’s POV on all of this Noise about a Gold Bubble Gold may be a bit over extended in, but it is not a place to make a Bearish call IMO. The Gold Bears had a shot the Gold price last week, when Gold…