|
|
楼主 |
发表于 2013-4-16 01:46 PM
|
显示全部楼层
Paulson的金子还没割。。。
http://blogs.barrons.com/focuson ... th-bulls-bloomberg/
Paulson Just Lost Nearly $1B on Gold, Will Stick With Bulls: Bloomberg
By Brendan Conway
Katherine Burton of Bloomberg News estimates hedge-fund manager John Paulson’s paper loss in the two-day gold rout was $973 million.
As she reports, Paulson & Co. says it’s sticking with its bullish thesis:
“Federal governments have been printing money at an unprecedented rate creating demand for gold as an alternative currency for individual and institutional savers and central banks alike,” John Reade, a partner and gold strategist at Paulson & Co., said yesterday in an e-mailed statement. “While gold can be volatile in the short term and is going through one of its periodic adjustments, we believe the long-term trend of increasing demand for gold in lieu of paper is intact.”
The story doesn’t explain how the figure was derived, but it sounds plausible. If you assume the firm has held onto the gold and gold-mining positions it disclosed as of Dec. 31, at any rate.
Paulson’s firm owned 21.8 million shares of SPDR Gold Trust (GLD) at last disclosure, the single biggest owner of the ETF, at more than 5% of shares outstanding. … whose market value (not counting any hedges) would have fallen roughly $430 million from $3.29 billion at last Thursday’s close. The firm also had positions in Anglogold Ashanti (AU), Barrick Gold (ABX), Novagold Resources (NG), and Agnico Eagle Mines Ltd. (AEM) at last disclosure. |
|
狗仔卡
发表于 2013-4-16 01:20 PM
发表于 2013-4-16 03:56 PM