“Whenever people agree with me, I always feel I must be wrong.”
I don’t know if Oscar Wilde was successful as an investor -- or whether he was an investor at all, for that matter. But from my perspective, judging from the above...
Insights
Insights
James Hunt, portfolio manager of the Tocqueville International Value (TIVFX), was featured in the Investor Insight section of the April 30th edition of Value Investor Insight. In the piece James, along with analyst Jean-Francois Coste, discuss the investment strategy of the fund and possible...
On April 16th, John Hathaway, co-portfolio manager of the Tocqueville Gold Fund (TGLDX), shared his insights on gold's extraordinary two-day price decline. The following recap highlights his thoughts on what triggered the decline and what we may expect going forward.
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Dennis Delafield and Vincent Sellecchia discuss the quarterly results of the Delafield Fund for the period ending March 31, 2013 in their latest shareholder letter.
Read the letter [PDF]
John Hathaway comments on the gold market.
The bottoming process in gold and gold mining shares continues to be an extended and frustrating affair. Nevertheless, the fundamental rationale for positioning physical bullion and gold mining shares seems more compelling than ever. The metal dropped approximately 4.5% during the...
John Hathaway, co-portfolio manager of the Tocqueville Gold Fund (TGLDX) discusses the gold market and what sets TGLDX apart from its competition in an interview with Jeff Tjornehoj from Lipper. The interview is part of a series of interviews with 2013 Lipper Fund Awards winners....
A few months ago a young client asked me how to avoid falling victim to the likes of Madoff, Stanford, and other Ponzi-scheme artists. The first advice I can give on this subject is almost a platitude: “Stay away from anything that sounds too good to be true.”...
Newspapers recently reported a surge in stock market selling by corporate insiders at two or three times the normal pace (Barron’s, 2/25/2013). Traditionally this has been interpreted as a negative signal for stock prices: Who better than insiders would know when to...
The investment case for gold, in our opinion, rests squarely on the prospect for U.S. sovereign credit, and by extension, the value of the U.S. dollar. The prospect, in short, appears poor. Therefore, we find that the rationale for gold remains solid. In fact, it seems stronger than ever...
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Tim Steele is an artist living in New York City and the founder of Tim Steele Design. As a career artist, he has also expanded into the related disciplines of interior design and contemporary structures.
With solo and group exhibitions spanning 20 years, Tim’s abstract pieces are shown in galleries, public spaces and in private collections around the world. An extension of his painting, his interior work includes NYC apartments, private homes, executive offices and entire commercial floors. With an interest in utilizing recycled and new materials, Tim is also creating modular structures that are based on shipping containers.
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