Terry Smith has written again about the kerfuffle he’s raised about his last entry on the Hedge Fund 2 & 20 deal. He says that commentary on his calculation has centered either against the calculation methodology or basically said “so what?” I don’t question his methodology, nor do I think it doesn’t rate some soul-searching. However, there are a couple of other things that I really have an issues with: Continue reading “Background: Hedge Fund Fees, Terry Smith and Warren Buffett”
Tag: John Paulson
Trade Notes: Stay on With Long Gold Like Soros and Paulson?
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?”