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How To Build A Debiasing Strategy

In his recent interview with Tobias, Drew Dickson of Albert Bridge discussed How To Build A Debiasing Strategy. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot How To Build A Debiasing Strategy Drew: Whereas you can find winners and losers within the...

Elon Musk vs Warren Buffett

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Musk vs Buffett. Here’s an excerpt from the episode: Q4 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: What about this view that Musk is this incredible industrialist that he’s Tesla’s Holding...

The Case for Inflation

Former Treasury Secretary Larry Summers recently pointed out that overstimulation risk will far exceed the “output gap” shown in the latest Congressional Budget Office economic projections. Q4 2020 hedge fund letters, conferences and more geralt / Pixabay What is an output gap? Gross Domestic Product measures (or at least tries to) economic...

John Buckingham: Busting the Myths & Seven “Valuable” Themes for 2021 [ValueWalk Webinar slides and video]

John Buckingham's presentation titled, 'Busting the Myths & Seven "Valuable" Themes for 2021'. The webinar  for ValueWalk Premium members took place on 2/23/2021, and was followed by a Q&A. Stay tuned for our next webinar, Q4 2020 hedge fund letters, conferences and more John Buckingham Principal, Portfolio Manager, Kovitz Editor of The Prudent...

Corsair Capital Launches New SPAC Fund

Last year, 248 Special Purpose Acquisition Companies were launched on the public markets. That was up from a total of 59 in 2018 and 46 in 2018. Q4 2020 hedge fund letters, conferences and more The sector is expected to see further growth in 2021. This year, 144 SPACs have already been...

We’re All Keynesians Now

Among the many strange, unforeseen changes of the last year is a new respect for Keynesian economic theory. Q4 2020 hedge fund letters, conferences and more Practically everyone in power now agrees that deficit spending produces GDP growth. They differ only on its expected magnitude and duration. The few exceptions are...

King Of Capital

I just finished reading King of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone by David Carey and John E. Morris. I bought the book with What It Takes: Lessons in the Pursuit of Excellence by Stephen A. Schwarzman. I figured I would get a full...

Hunting Alpha In Europe

In his recent interview with Tobias, Drew Dickson of Albert Bridge discussed Hunting Alpha In Europe. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Hunting Alpha In Europe Tobias: What’s your universe, in terms– so it’s Europe, but it’s anywhere in Europe,...

8% Dividend Yields To Energize Your Portfolio

The death of fossil fuels is greatly exaggerated. Here are two midstream master limited partnerships offering 8% dividend yields in today’s low interest rate environment. One, Enterprise Products Partners (EPD) is reliable. The other one, Energy Transfer LP (ET) not so much. Image source: YouTube Video Screenshot Try FAST Graphs for...

77% Believe Robinhood Shut Down Was Market Manipulation

Robinhood definitely caused a stock market shakeup. Invisibly polled over 1300 people using its Realtime Research tool to find out what people really think about it and the results are surprising. Not that 77% of those surveyed thought the shutdown was market manipulation -- we expected that -- but...

The Renaissance Of Pipelines

This is the final excerpt from IMA’s winter letter. Q4 2020 hedge fund letters, conferences and more Pipelines are undergoing a renaissance today, but it’s not the one you think. The previous renaissance of shale oil and natural gas development was anything but a good outcome for this industry. Capital-intensive industries,...

Hedge Fund Managers Were Up 0.54% In January

Key highlights for January 2021: Q4 2020 hedge fund letters, conferences and more Hedge fund managers were up 0.54% in January – outperforming the global equity market as represented by MSCI ACWI which gained 0.43% during the month. The top 10% of global hedge funds generated an average return of...

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