Back at the end of August, Warren Buffett told Bloomberg ‘I’m buying stocks’ when asked if the market was overextended. He then went on to explain why, despite the market being significantly overbought compared to his favorite valuation metric (total stock market value to GDP), he still likes equities: Q3 hedge fund letters, conference, scoops […]

Khrom Capital has an impressive record of achieving market-beating performance. Since its inception in 2008, the firm has achieved a gross average annual return for investors of 16.3%, compared to 9.4% for the S&P 500. After fees, the average performance is 12.5% p.a. to the end of June 2018. The small-cap focused hedge fund has […]

It’s no secret that healthcare costs in the U.S. have skyrocketed in recent years, and unfortunately this is one troubling trend that’s likely to continue for a while. However, if something isn’t done, Moody’s expects healthcare costs to send some serious ripple effects across the nation’s economy. Q3 hedge fund letters, conference, scoops etc

Small caps q4 Q4/FY/H2 2018 q1 2018 Q2 2018 Q3 small caps This page was just created on September 29th 2018 it will be updated a LOT for the next 90 plus days! As a reference in Q2 18 i updated  the page about 116 times or  more than once a day for 90 days […]

For more than three years, the Italian 10-year government bond yield traded in a range with 2.5% serving as a market top of sorts. Then in June, that level was broken, with both fundamental and technical influencing markets. The higher rates result, in part, from budgetary issues that the EU has faced before, most notably […]

As a refrence (per wordpress revisions) in Q1 18 i updated  the page about 105 times or 1.1?x a day for 90 days so please bookmark and check back soon! As always we REALLY really appreciate letters and tips on hedge funds from our readers regardless of fund size.  If you want to tip us […]

Sturgeon Capital began to bounce back in September as investors started to become a little less anxious and the aggressive selling began to slow. Although the markets finally stabilized, they haven’t rebounded significantly, the $18.5 million Central Asia fund said in its September update. The hedge fund’s management sees the U.S. dollar as being “the […]

With the S&P 500 up more nearly 40 points at mid-afternoon Tuesday, Masanari Takada, Nomura’s head of macro and quantitative strategy, is likely giving colleagues a knowing nod. On October 12, after the S&P bottomed after losing nearly 145 points over the previous two days, he wondered aloud about the potential for volatility to reverse […]

Stay tuned for more from Grant’s 2018 Interest Rate Observer which took place on October 9th 2018 in NYC All content will be posted at this link and in our Q3 letters archive so stay tuned See Stan Druckenmiller on his macro outlook See Francine . . . SORRY! This content is exclusively for paying […]

Crispin Odey’s impressive recovery continue during September. For the month, the Odey International Fund, a ‘feeder fund’ for the Odey Swan Fund, a UCITS vehicle that is modeled on Odey’s flagship and longest-running strategy, Odey European Inc., added 9.3%, according to a copy of the fund’s September tear sheet, a copy of which has been […]

Bitcoin introduced the world to blockchain, the technology that underpins the cryptocurrency, which has the potential to dramatically improve the speed and security of networks around the globe. Q3 hedge fund letters, conference, scoops etc And even though bitcoin has struggled to take off in the way many of the cryptocurrency’s . . . SORRY! […]

In 2016, Mohnish Pabrai gave a speech to students at Peking University on the topic of finding multi-bagger stocks. According to Pabrai, there are five particular buckets potential multi-bagger stocks fall into. Q3 hedge fund letters, conference, scoops etc If a stock sits in one of these buckets, it is not guaranteed to be a […]