Salida Special Report

This topical report is authored by the Salida Capital Investment Team. Each report highlights a current trend, theme or idea of significant interest that we are actively following. The majority of our investment funds are fundamentally driven at the position level however our viewpoint on macro themes is instrumental in determining the strategies and sectors we focus on to explore and uncover investment opportunities. Correctly forecasting and understanding these macro themes has played an instrumental role in our long term successful track record and will continue to be a critical element in how we manage investments going forward.

Preserving Wealth in an Uncertain World - January 18, 2010 *NEW*

2009 Reports
Peak Oil? Perhaps, But... - October 23, 2009
Inflation or Deflation? - September 21, 2009
Chinese Metals Demand: Poised to Correct? - August 21, 2009
Cautious On Copper... For Now - June 25, 2009
U.S. Natural Gas: A Coiled Spring - May 28, 2009
Uranium Shortage Looming? - April 22, 2009
The Case For Crude - March 23, 2009
In Gold We Trust - February 23, 2009