A Masters Degree in Mungerisms, Druckenmiller Buys 20% of Portfolio in GLD

Bakshi

A Masters in Munger  Take the university level course.

Charlie Munger

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Berkshire Hathaway Annual Meeting Notes 2004

gold and Drucken

Druckenmiller Buys GLD 20%

spy credit spreads

credit spreads widen

What is Mr. Druckenmiller worried about?

Buy-Backs Create Stealth Leverage

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Gold “UNDERVALUED?”

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