Goldmau Classics: Freddie’s insolvency and Gold’s immediate outlook
Source: http://new.goldmau.com/article.php?id=274Posted on Friday, July 11th, 2008 | In Market Commentary
Contributed by: John Lee (http://goldmau.com) -
This is a follow up to my last article: ‘Subprime Mortgages Lead to Subprime Currency’ (available here) in which I wrote:
“The curious mind asks, who holds those $trillions worth of mortgages? Thanks to the genius of the American banking and marketing machine, just about every sizable institution underneath the sun with a fixed income portfolio. From Europeans to Asians, from Banks to Brokerages, from Hedge Funds to Pension Funds, Institution to Retail, Trusts to Endowments.
Last 5 posts by John Lee
- How Equity And Currency Markets Behave After Financial Crisis - June 2nd, 2009
- Aristotle's Choice Of Money Revisited - May 1st, 2009
- Feed the World - and Boost Returns - Don Coxe - November 10th, 2008
- The Problem With Deleveraging - John Mauldin - November 10th, 2008
- Obama to the Rescue? - John Browne - November 6th, 2008
![]() 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. |



