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Anomalous Investments
Special Situations for Sophisticated Investors
For the convenience of AI clients, selected news stories of interest provided below. 
 
Macroeconomy
 
Requiem for the Dollar
James Grant, Wall Street Journal, December 5, 2009
 
Hong Kong to U.S: Please Don’t Blow our Bubbles
Wall Street Journal, November 17, 2009
http://wsj.com/hong-kong-to-us-please-dont-blow-our-bubbles 
 
U.S. Unemployment Rate Hits 10.2%, Highest in 26 Years
NY Times, November 6, 2009
 
Junk Default Rate Is Highest Since Great Depression
Bloomberg, November 5, 2009

Fed Pledges to Keep Rates Low for ‘Extended Period’
Bloomberg, November 4, 2009
 
Statement:  Federal Open Market Committee
Board of Governors of the Federal Reserve, November 4, 2009
 
Wilbur Ross Sees ‘Huge’ Commercial Real Estate Crash
Bloomberg, October 30, 2009
 
Credit Tightens for Small Businesses
NY Times, October 12, 2009
 
Dollar Reaches Breaking Point as Banks Shift Reserves
Bloomberg, October 12, 2009
 
Office Rents Dive As Vacancies Rise
Wall Street Journal, October 8, 2009
 
Debt Market Paralysis Deepens Credit Drought
NY Times, October 6, 2009
 
Stiglitz Says Markets ‘Irrationally Exuberant’ About Recovery
Bloomberg, October 6, 2009
 
Soros Says ‘Basically Bankrupt’ Banks Restrain U.S.
Bloomberg, October 5, 2009
 
Global Crisis ‘Vastly Worse’ Than 1930s, Taleb Says
Bloomberg, May 7, 2009
 
 
 
Precious Metals, Natural Resources & Commodities  

Franco-Nevada Launches US$ 600 Million Bid for International Royalty
Mineweb, December 7, 2009
 
Billionaire Hedge Fund Manager John Paulson to Start Gold Fund
Reuters, November 18, 2009
http://www.reuters.com/article/businessNews/idUSTRE5AH4OW20091118 
 
Goldcorp to buy Canplats for C$238 Million
Bloomberg, November 16, 2009
 
Natural Resources Fund Looks to $1 Billion Close
PE Hub, November 17, 2009
 
Van Eck Global launches junior gold miners ETF
Reuters, November 11, 2009

Sri Lanka Buying Gold 'to Diversify Reserves'
AFP, November 7, 2009

Gold Climbs to Record as India’s Central Bank Buys IMF Bullion
Bloomberg, November 3, 2009
Barrick Buys Back a Million Ounces of Gold Hedges
Wall Street Journal, November 2, 2009
 
Denbury to Acquire Encore in a $4.5 Billion Transaction
Reuters, November 1, 2009
 
Paul Tudor Jones Says Now Is Time, Place for Gold as an Asset
Bloomberg, October 29, 2009
 
Korea National Oil to Buy Canada's Harvest Energy
Wall Street Journal, October 21, 2009
 
Greenlight's Einhorn holds gold, says U.S. policies poor
Reuters, October 19, 2009
http://finance.yahoo.com/news/Greenlights-Einhorn 

Gold Rise to Record Shows Investors Split With Banks
Bloomberg, October 7, 2009
 
Sugar’s ‘Perfect Storm’ May Triple Price by June
Bloomberg, September 25, 2009
 
Minister sees 4% decline in Mexico's oil output in 2010
Oil & Gas Journal, September 14, 2009
 
Gold Rally Signals Move Away From Currencies, Greenspan Says
Bloomberg, September 9, 2009
 
Drowning In It:  The Economics of Natural Gas
The Economist, August 13, 2009
 
Can Exxon Find Future Growth?
Forbes, July 30, 2009
 
What the Pickens Fiasco Means to Green
Forbes, July 8, 2009
 
BG Buys Exco Stake for $1.06 Billion to Tap Shale Gas
Bloomberg, June 30, 2009
 
Exxon Mobil Chief Says Oil Giant to Invest $129 Billion Over 5 Years
Associated Press, April 6, 2009