Documents tagged with peter thiel

22 p.
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Clarium Save Now Invest Later

Hedge Fund Clarium Capital: Save Now Invest Later
  • marketfolly published this 09 / 10 / 2009
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3 p.
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A Macro Framework for Equity Valuation

A1_ Appendix A mAcro frAmework for vAluing the S&P 500 Clarium’s Q1 2009 quarterly letter, The Wonderful Wizard of Oz, argues that the “Goldilocks” era of low inflation and stable credit cr...
  • marketfolly published this 04 / 27 / 2009
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15 p.
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Clarium Investment Commentary - The Wonderful Wizard of Oz

01_ The Wonderful Wizard of Oz You come to us and tell us that the great cities are in favor of the gold standard. ... If they dare to come out in the open field and defend the gold standard as a...
  • marketfolly published this 04 / 20 / 2009
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