Das Beispiel von Paulsons Fonds hatten wir hier schon thematisiert, aber m.W. nicht in dieser Größenordnung von - 19 und - 25 % für Anleger bei ihm.
Mir gefällt der Chart von Mike Swanson, der die lange „Wall of Worry“ zeigt, mit dem kommenden Ende der langen gegenwärtigen Konsolidierung im großem Bild.
„...John Paulson also runs a gold fund that gave its investors a negative 25% return last year too. Paulson is not the only hedge fund manager facing big losses being forced to sell to meet investor redemption requests....
The price of gold now has resistance at 1800 and support in the 1550-1600 zone. I think it will likely break out above its 1800 resistance level later this year, probably in the summer, and then begin a new bull run....
We have seen several similar periods of consolidation in this secular gold bull market that have lasted well over a year. This one will come to an end the same way they did - with gold prices reigniting and leaving those that doubt the power of gold behind....“
http://wallstreetwindow.com/node/7476
Grüsse