Palladium Perspectives Newsletter
Download our recent newsletters below.
Summer Issue 2010 [PDF]
"The world is on a journey to an unstable destination, through unfamiliar territory, on an uneven road and, critically,
having already used its spare tires." Mohamed El-Erian, CEO, PIMCO, May 2010
(download pdf to read more)
Spring Issue 2010 [PDF]
"A government big enough to give you everything you want, is strong enough to take everything you have.
" Thomas Jefferson
(download pdf to read more)
Winter Issue 2009 [PDF]
"The error is clear. The herd applies optimism at the top [when the market is high] and pessimism at the bottom. Thus, to benefit,
we must be skeptical of the optimism that thrives at the top, and skeptical of the pessimism that prevails at the bottom." Howard Marks, co-founder of Oaktree Capital
(download pdf to read more)
Fall Issue 2009 [PDF]
"The bottom of a stock market cycle, by definition, has to be the point of maximum bearishness. The news doesn't
have to be good for prices to rally; it just has to be less bad than what has already been factored into the market." Barton Biggs
(download pdf to read more)