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"Paul Nathan is a brilliant investor with a great track record of making big calls at big turning points in markets. His analysis of what went wrong in the recent credit train wreck, and how to lift the world out of it, is sensible and incisive...both investors and policy makers should pay close attention to Paul Nathan's ideas."
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Recent Commentaries
Excerpt from 4/27 Market Update The debate continues...Have we entered a new bear market in gold or is this simply a consolidation? I think gold has answered that question. Gold has not broken down despite many reasons for it to do so. Either gold is wrong or gold stocks are wrong. I trust the gold market. That's why last week I covered my shorts on the stock market in general, along with gold and silver, and went "all in" long on selected resource stocks. After a vicious sell-off in many resource stocks, I think we may have just seen the bottom. Don't miss a single Market Update-- subscribe now!
2011Went to 100% cash by end of April.
Shorted gold in September, just over 1900.
Began repurchasing stocks previously sold at 1550 gold.
2010Sold Rubicon Minerals @ 4.90 — Bought in 2008 @ .782009Predicted the Euro Crisis in my December Looking Forward commentary
2007Shorted common stocks @ DOW 14,000 — see July 2007 article
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