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Posts Tagged ‘John Paulson’

Next Seismic Shift Speculation

In Articles on August 11, 2011 at 12:02 pm


Continuing with my idea speculation of the next big trade, if QE3 is on the cards, see Goldman Sachs Sees Fed Resuming Easing, then perhaps The Next Seismic Shift Will Be the Gold Trade. As John Paulson asserted, Gold Will Go To $4,000, my eyes will be peeled for the up-trending gold miners. If his prediction is right (just like his subprime greatest trade ever), this slight blip will be soon forgotten (see John Paulson Hits a Soft Patch).

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The Next Greatest Trade Ever?

In Articles on July 26, 2011 at 11:57 pm

It is instructive to note that the outlier events or mini black swans occur every three to seven years. Here’s the list:

1987: Junk bonds, savings and loan crisis led to stock market crash.

1991: US recession exacerbated due to worries about first Gulf War.

1997-1998: Asian currency crisis, originated from Thailand and a domino effect then spread. Russian debt default and bailout of Long Term Capital Management hedge fund (relative value/non directional trades gone awry due to high leverage).

2000: Dot-com boom and bust.

2001: 9/11 attacks on World Trade Center.

2007: Subprime mortgage crisis.

2011: ???

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