Under Davos-mötet 2010 sa George Soros att guld var den ”ultimata bubbla” (personligen tror jag Kina är den största av dom alla) men samtidigt har han dubblerat sitt innehav av pappersguld (läs: ETF).
Mr Soros, arguably the most famous hedge fund manager in history, warned that with interest rates low around the world, policymakers were risking generating new bubbles which could cause crashes in the future. In comments delivered on the fringe of the World Economic Forum, Mr Soros said: ”When interest rates are low we have conditions for asset bubbles to develop, and they are developing at the moment. The ultimate asset bubble is gold.”
Källa: The Daily Telegraph
Så här skrev Reuters tidigare idag
Billionaire investor George Soros’ hedge fund more than doubled its bet on the price of gold during the fourth quarter, a portion of the firm’s total U.S.-listed equity holdings of $8.8 billion at the end of 2009.
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Soros Fund Management owned 6.2 million shares of SPDR Gold Trust (GLD.P) — an exchange-traded fund that owns gold bullion — at the end of the year worth $663 million. That was up from 2.5 million shares at the end of the third quarter.