THE RATIONAL GOLD BULL

The 'tourist talks about Einhorn's "Tepper moment" for gold

One of my all-time favourite hedge fund managers is Appaloosa’s David Tepper. He is an absolutely fantastic risk taker. If there was any doubt about his status in the trader’s Hall of Fame, it was solidified in September 2010 when he got on CNBC and made one of the calls of the decade.

Let me set the stage; after getting annihilated by 58% between late 2…