A Contrarian's Dilemma

07 December 2009

From obscurity to celebrity in ten years, gold's transformation in the public eye epitomizes the Groucho Marx school of investing. "I am a man of principle, "he said, "and if you don't like my principles, well…….I've got others." For a principled contrarian, dealing with prosperity poses a dilemma. How long should we run with the herd? Or, does the herd really know where it is running?

Click here to view the whole article.


John Hathaway 
07 Dec 2009