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A New Asset Class, Part Two – John Mauldin

Source: http://new.goldmau.com/article.php?id=448
Posted on Monday, August 11th, 2008 | In Market Commentary
Contributed by: John Lee (http://goldmau.com) -

Last week’s letter was the first part of a speech I have been giving on what I think will be the rise of a new asset class. This week will be the second and final part. Let me set up this section with a few paragraphs from last week’s letter and then a quick summary.

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About John Lee (http://goldmau.com)
Mr. Lee runs a successful resource focused hedge fund (limited partnership). He is a CFA charter holder and has degrees in Economics and Engineering from Rice University. Mr. Lee has a keen interest in the history of money and economics, and he previously studied under Mr. James Turk, a renowned authority on the gold market.

Since 2001, Mr. Lee has researched hundreds of mining companies and personally met with dozens of management teams. He is a sought-after speaker at all major resource conferences and publisher of articles at various online news websites such as Kitco.com.

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