Trade Notes: Stay on With Long Gold Like Soros and Paulson?

George Soros - World Economic Forum Annual Mee...
Image by World Economic Forum via Flickr

George Soros, notwithstanding his worry that Gold may be the ultimate bubble has stayed on his long Gold position.  He warns that

Gold is the only actual bull market currently. It just made a new high yesterday. In the present circumstances that may continue… Continue reading “Trade Notes: Stay on With Long Gold Like Soros and Paulson?”

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Trade Notes: Soros doubling Gold bet?

Soros Doubling Gold Bet? Just saw this story on Bloomberg.  Interesting.  He’s doubled his bet on SPDR Gold Trust, even though he thinks it’s on a bubble and is likely to burst.  But he wants to ride that bubble a bit longer.  GS also seems to be signaling the same thing.  He’s in company with Tudor and Paulson. Continue reading “Trade Notes: Soros doubling Gold bet?”

Trade Notes: Could you short China?

In a sense, that’s a bit like shorting Goldman.  You could do that, but they both are so non-transparent, with so many idiosyncratic factors at play, that you’re better off leaving it alone.  Could you long China?  Sure, why not?  Everyone else is doing it.  Continue reading “Trade Notes: Could you short China?”