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Yesterday I had the great honor and opportunity to sit courtside for a live one-hour presentation from our favorite contrarian, irreverent hedge fund manager – Hugh Hendry himself. What a thrill! Hendry, as you may know, is partner and Chief Investment Officer at Eclectica Asset Management. While his claims to fame are numerous, his two […]
Here’s an out-of-this-world experience with Hugh Hendry – a full hour with noted financial author Steven Drobny (who’s books are excellent, by the way). You just have to absolutely love someone who says they would short themselves. Hendry’s a believer in debt deflation, and thinks the yen and dollar could appreciate greatly, because most debt […]
Here’s Marc Faber on CNBC last week, commenting on the European/world sovereign debt crisis: He believes the ECB will eventually follow the Fed in printing money Thinks the end crisis will be postponed until the sovereigns go bankrupt Says “each money printing exercise brings about unintended consequences” Hilariously he refers to himself as “a great […]
If you’ve studied Jim Rogers and are sold on the secular commodity bull market story, your next challenge is figuring out how you can invest in this trend. Buying commodities themselves is quite a bit more complex than buying individual stocks because you need to do it via the futures markets, rather than your standard […]
Here’s a great Felix Zulauf interview – the most in-depth I’ve heard in months – courtesy of GoldMoney’s James Turk. Zulauf remains bullish on gold, bearish on the future of the Eurozone, and generally cautious about the global economy. And here’s some more recent coverage of Felix Zulauf. Hat tip JL for the heads up […]
The following must-watch interview of Doug Casey was conducted on September 9, 2011 by Tommy Humphreys as part of his new Speculator Series. Humphreys does a great job of pushing Doug to defend his brand of no-holds-barred capitalism and the impact it would have on real people with real problems in today’s tough economy. Casey is […]
CLSA’s Russell Napier merely chuckles at Ben Bernanke’s meager efforts with Operation Twist…and also severely doubts the ability of The Fed to launch QE3. He sees some European banks being nationalized by Christmas, because it’s “The European Way”. Napier disagrees with the argument that valuations are cheap in The West, calling it “an illusion”, because […]
Gary Shilling shares his housing outlook with Larry Kudlow…and it’s pretty bearish. He sees housing dropping another 20% or more over the next 3 years. He sees the economy rolling over again due to a “death by a thousand cuts,” as he eloquently and hilariously puts it. I am nearly finished with Shilling’s most recent […]
Marc Faber shares his latest outlook on an interview with CNBC Asia in this interview. He believes both the gold and equity markets are currently oversold, and is considering adding to his gold position – but is holding off on equities until they drop below the 1100 mark on the S&P 500. (Note this was […]
Here’s an A+ rant from analyst and market observer Chris Whalen, who won a lot of respect from me in this bit when he referred to FDR as a fascist. He’s also got a great line (and point) at the end about the forgotten capitalist legacy of our country’s founders (made me wonder if Ron […]
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