The latest rumour Doug Kass is spreading: John Paulson is neutral on gold.
PTJ’s PR firm denied the rumour.
Now Kass is saying John Paulson, a huge gold bug, is neutral on gold.
my gnome is hearing that hedgehoggger john paulson has omved towards a neutral position on gold $$
Whether it’s true or not – who knows. But last week’s rumour appeared to move the market, so be aware of that at least.
UPDATE: Now Kass has tweeted that Paulson said this somewhat publicly – at a conference this morning.
paulson actually voiced this view at an ISI conference meeting this morning back to sleep ronafco