“Our knowledge can only be finite, while our ignorance must necessarily be infinite.” ~ Karl Popper Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Something that’s helped me in my... Read More

RBI Capital Management's fourth quarter and full-year 2017 letter to investors contained the surprising revelation that according to prime brokers, there are less than ten short-only funds active in... Read More

Cracks Continue To Appear In China's Financial System The world’s largest casino, or China’s financial system as it’s more formally known, continues to exhibit irrational and concerning behaviour this year.... Read More

Remember all the talk inside and outside the US Department of Justice that charging – and even investigating – big banks for criminal fraud might damage their stock prices? ... Read More

Predicting a market crash is considered a low win percentage endeavor. But nonetheless Crispin Odey, currently staring a negative -2.3 one-year Sharpe ratio directly in the eye, soldiers on.... Read More

HLF - BILL H.R. 5230 WOULD LEGALIZE PYRAMID SCHEMES IN THE U.S. BY QTR  The multilevel marketing industry has come under great fire recently, with new documentary “Betting on Zero”... Read More

As markets have been bouncing quite heavily recently, “we’ve had a pretty good time,” hedge fund manager Crispin Odey told clients in a conference call June 30, a recording... Read More

British pound is at oversold levels, hinting an impending short squeeze when the oversold positions are squeezed out. This is one of the conclusions that are drawn by BAML's... Read More

Left Brain Capital Appreciation Master Fund performance update for the month ended January 31, 2019. Q4 hedge fund letters, conference, scoops etc Program Description The primary objective of the Left Brain Capital... Read More

With value investors struggling to find opportunities among traditional assets, alternative asset management may be a good place to look for deals. Most liquid strategies have had solid fee... Read More