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By Tim Wood |
January 9, 2013
Are we to believe that an economy barely registering a pulse is ready to strike out on its own? The Fed indicates it may end QE4Ever and commodities decline because there isn’t real demand for them, and yields on Treasuries are spiking alarmingly.
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By Tim Wood |
April 8, 2010
Did Rubin learn no lessons from Long Term Capital Management's implosion, which was a prototyping for the chaos that arrived?
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By Tim Wood |
October 10, 2008
Mainstream investment pundits have been talking trash about gold failing its super currency or money of last resort test. Really? Then why has gold been a five-bagger relative to the S&P 500 since the Greenspan bubble burst in August 2000?
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By Tim Wood |
October 10, 2008
The trade du jour since July 2008 has been long-gold short-oil. Yet another reason to bottom fish quality gold equities if you cannot trade the ratio directly.
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By Tim Wood |
October 6, 2008
Imagine you're running a hedge fund that has accumulated more than 200 special situation securities. This is what your portfolio might look like after a global credit crisis has rumbled through your corner of the market.
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By Tim Wood |
October 1, 2008
Do you allow assumptions to determine an outcome? What shapes your assumptions? Who informs you assumptions? Which assumptions are fashionable to cherish?
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By Tim Wood |
September 19, 2008
Are there any titans of industry left in America? Apparently not if the line outside the taxpayer soup kitchen is to be believed.
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By Tim Wood |
July 18, 2008
America's extreme negative real interest rates suggest the recent record low in the ratio of oil to gold prices may take some time to be matched again.
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By Tim Wood |
July 10, 2008
U.S. airlines are presenting a united front in calling for action against "speculation" in the oil market, and blaming it as the cause for high prices. Where were the airlines when speculators drove oil to $9/barrel?
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By Tim Wood |
July 7, 2008
15 regions, 20 stocks, 31 projects, 713 million pounds of uranium resources, $3 billion in market value. Where does your investment lie on the value curve?