Comments on: John Paulson gains Buffett’s Midas touch http://blogs.reuters.com/fundshub/2009/06/10/john-paulson-gains-buffetts-midas-touch/ Money managers under the microscope Thu, 23 May 2013 05:09:15 +0000 hourly 1 http://wordpress.org/?v=3.4.2 By: Joe Blog http://blogs.reuters.com/fundshub/2009/06/10/john-paulson-gains-buffetts-midas-touch/comment-page-1/#comment-286 Joe Blog Mon, 15 Jun 2009 00:58:38 +0000 http://blogs.reuters.com/hedgehub/?p=852#comment-286 John Paulson has cleary eclipsed the other Paulson (Hank) who did not cover himself with glory during the crisis. Paulson funds have performed very well, and what is remarkable, under low volatility and low correlation to the market. John Paulson has cleary eclipsed the other Paulson (Hank) who did not cover himself with glory during the crisis.
Paulson funds have performed very well, and what is remarkable, under low volatility and low correlation to the market.

]]> By: Gaurav Songara http://blogs.reuters.com/fundshub/2009/06/10/john-paulson-gains-buffetts-midas-touch/comment-page-1/#comment-259 Gaurav Songara Sat, 13 Jun 2009 14:50:34 +0000 http://blogs.reuters.com/hedgehub/?p=852#comment-259 Wow it is very concerting to know that some hedge fund managers have got the gumption to take heavy positions against the overwhelming trends. Irrational exuberance isnt so hard to spot after all!! Wow it is very concerting to know that some hedge fund managers have got the gumption to take heavy positions against the overwhelming trends. Irrational exuberance isnt so hard to spot after all!!

]]> By: Nikkei 225 http://blogs.reuters.com/fundshub/2009/06/10/john-paulson-gains-buffetts-midas-touch/comment-page-1/#comment-254 Nikkei 225 Thu, 11 Jun 2009 11:55:24 +0000 http://blogs.reuters.com/hedgehub/?p=852#comment-254 This man has vision, is an independent thinker and knows his stuff. He is successful because he doesn't follow the rest of the herd. This man has vision, is an independent thinker and knows his stuff. He is successful because he doesn’t follow the rest of the herd.

]]> By: Jay (market folly) http://blogs.reuters.com/fundshub/2009/06/10/john-paulson-gains-buffetts-midas-touch/comment-page-1/#comment-251 Jay (market folly) Wed, 10 Jun 2009 20:39:12 +0000 http://blogs.reuters.com/hedgehub/?p=852#comment-251 hey thanks for linking to our piece, much appreciated. While we share your view that Paulson sees inflation in our future, do note that the large gold position (via GLD) was apparently bought as a hedge for their firm, since one of their fund share classes is denominated in gold (rather than say US dollars or Pounds Sterling). But, even knowing this, it makes you wonder why he would also buy so many large stakes in gold miners too. So, it's fair to say he is doing more than just hedging his firm's fund share class at this point and also has inflationary expectations. Thanks again. Jay hey thanks for linking to our piece, much appreciated. While we share your view that Paulson sees inflation in our future, do note that the large gold position (via GLD) was apparently bought as a hedge for their firm, since one of their fund share classes is denominated in gold (rather than say US dollars or Pounds Sterling).

But, even knowing this, it makes you wonder why he would also buy so many large stakes in gold miners too. So, it’s fair to say he is doing more than just hedging his firm’s fund share class at this point and also has inflationary expectations.

Thanks again.

Jay

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