Monthly Archives: May 2011

The Death of the Information Edge

Posted on May 23, 2011 by Andrew Haigney

Wall Street is driven by information.  In the asset management business, information is the lifeblood.  Superior information translates to superior investment results, and superior investment results mean big paydays.  As illustrated by the guilty verdict in the Raj Rajaratnam insider … Continue reading →

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Is the Low Fruit Off the Gold Tree?

Posted on May 3, 2011 by Andrew Haigney

Rarely have we seen an investment theme so widely embraced as gold is today. Given the backdrop of the Federal Reserve’s policies and the ballooning budget deficits, the case for owning gold and commodities has been compelling. Gold is one … Continue reading →

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