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

Posted on August 17, 2015 | Leave a comment

Bakshi

A Masters in Munger  Take the university level course.

Charlie Munger

Mungerspeech_june_95

110302239-Munger-Talk-at-Harvard-Westlake

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

wmc150817a

wmc150817b

wmc150817c

Gold “UNDERVALUED?”

letter-aug-16-gold-discount

 

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