Contrarian Investor
Both equity short sellers and precious metals investors have been in despair. This proves again that investing is not a craft for merely smart, intelligent people. The emotional skill set that one …
Continue Reading about Letter to Investors Q2 2014 (Hedgehog Capital) →
Most of us remember the exuberance of the stock markets at the height of the dotcom bubble. Much, however, has apparently been forgotten. Then, back in 2000, internet companies that were planning to …
Continue Reading about Letter to Investors Q1 2014 (Hedgehog Capital) →
The feature most common to previous investment booms was that a bull market in one asset class was accompanied by a bear market in another important asset class. Precious metals soared in the 1970s, …
Continue Reading about A Modern History of Investment Booms (Marc Faber) →
