http://marketfolly.disqus.com/Updates on what top hedge funds have been buying and selling. SEC Filings, hedge fund letters, investment conferences and more.enFri, 19 Jun 2009 03:50:21 -0000http://www.marketfolly.com/2009/06/john-burbanks-passport-capital-adds.html#comment-11439023<p>I would think that their entry is not your signal to leave...rather it's your signal that things are just heating up; as more 'in the box' funds enter the gold fray they are the ones that will drive price up. Why leave when the booze and the band shows up to the party....it's just getting started. their entry is just the first drops of blood in shark infested waters....</p>CooperFri, 19 Jun 2009 03:50:21 -0000http://www.marketfolly.com/2009/06/john-burbanks-passport-capital-adds.html#comment-11138640<p>well then...this would be the first bubble to pop without the participation of retail investors. In fact, retail investors are selling as much gold as they can to raise extra cash, likely to meet their growing debt burden. Like all other dips since 2000, investors will look back and wish they bought this dip. JJ</p>jjThu, 18 Jun 2009 20:14:55 -0000http://www.marketfolly.com/2009/06/john-burbanks-passport-capital-adds.html#comment-11131618<p>it's not really a contrarian sign when institutional wizzards start buying an asset. It's when your average mama luke gets in the game...come on, you know that.</p>jjThu, 18 Jun 2009 16:49:11 -0000