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Monthly Archives: October 2010
Shelter Island October 2010 Letter
Shelter Island October 2010 Letter Investment Outlook The message from the Fed seems clear: policy makers will target asset prices in order to encourage capital expenditures which are the missing link between accommodating measures and job creation. We find significant … Continue reading
Posted in Monthly Letters
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Governments should cash in their gold
Letter to the editor of Financial Times published October 15, 2010. Sir, Edwin Truman (“Time to unlock Fort Knox and sell the bullion”, October 13) argues that the US government should sell its holdings of bullion. Why just the US … Continue reading
Posted in Letters to the Editor
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