I published here (in late January) and on SeekingAlpha.com a warning that the surge in private equity (with with emphasis on “private” or illiquid) in the past decade would reek…
U.S. fund manager Peter Tchir sent a note to his clients entitled: “Did Someone Hit the Sell Everything Button?” His biggest concern (and everyone’s) is the sudden change in behavior…
Below is a commentary I published on March 8th. Like Warren Buffet, I was especially worried about the bond market. During the months before I posted the article, huge inflows…
For decades I taught younger portfolio managers and trading professionals that the best investment strategy is always to “Do the Opposite.” Virtually every summer this would mean buying while others…
The gold price has declined from the roughly $1750 level back in February to less than $1550 (more than 10% in 3 months). It could be a screaming buy, but…
Central banks stockpiling bullion? Based on their historically really bad timing, looks like the price of gold has more room to move……DOWN! “The Central Bank Gold Agreement (also known as…
The latest battle against short-sellers has been declared by Rui Feng, CEO of Silvercorp Metals Inc. The company operates silver mines in China. Sino-Forest’s woes (as happens in so many…
From Financial Times: Friday 21.30 BST. “Global stocks are rallying as a partial short-selling ban helps European banks rebound – reducing financial system contagion fears – but lingering concerns about…
So my warning over past couple of weeks of a meltdown in resources has come to pass (well, begun anyway). I can promise you NOBODY will sign in to acknowledge…
An old friend of mine asked me a good question: Hey Mal appreciate your opinion on OPTI TSX. Have some money invested. Not too much. What is your opinion take…
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