Detailed notes of Alissa Corcoran of Kopernik Global Investors & Doug Noland of Mcalvany Wealth Management from the NYSSA Ben Graham annual conference which took place on Wednesday June 27th 2018 in New York stay tuned for much more. Right now we have about tons of pages of notes from the full day conference featuring Rich Pzena, Murray Stahl,Thomas A. Russo, Jason Karp, Christopher C. Davis, Jim Grant and many others. [timeless] Q2 hedge fund letters, conference, scoops etc ……………… Gold is definitely flat, meanwhile the gold miners are down 65% and the juniors were down 82%….
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