In this piece we seek to provide a truer sense of money, inflation and real value today, all of which seem grossly misunderstood in the marketplace.
Lee Quaintance & Paul Brodsky
Select articles by Lee Quaintance and Paul Brodsky of QB Asset Management Company in New York, a macro-oriented hedge fund.
Gold in Perspective
Any sell-off in gold futures or other derivative claims serve the physical gold buyer’s interest and the interest of investors in shares of gold miners looking to accumulate in-ground physical gold.
Plastics
Fundamentals and incentives point the way to an optimistic outcome for the majority.
[AUDIO] The Seeds of Our Destruction Were – And Still Are – Sown in the Bond Markets
Paul Brodsky thinks our credit system is so far out of control that it will cause a massive – and largely unavoidable at this point – devaluation of the US dollar (and most other fiat currencies, as well).
A Fund Manager´s Take On The Protesters on Wall Street
The kids downtown are credible and the “vocal fringe” is actually representing a disenfranchised majority that is quickly growing disenchanted with “reasonable centrism.”
Thoughts on the Fed’s Twist
The Twist in essence reduces to a bank subsidy.
Implications of the US Sovereign Debt Downgrade
We believe the downgrade of US Treasury obligations is legitimate and, in one very relevant way, insufficient.
