Farnam Street letter to clients for the month ended October 2015." “Some argue that holding significant cash is gambling, that being less than fully invested is akin to market timing.... Read More

The active vs. passive debate has been raging for years now and there’s no denying the data of recent years certainly favours passive. Based off the annual SPIVA report... Read More

A combination of falling oil prices and a rising dollar pushed the US into deflation earlier this year, one of the reasons the Federal Reserve has signaled that a... Read More

Trump has promised to free the US of debt. He pledged to pay all federal debt off in eight years. Q4 hedge fund letters, conference, scoops etc Rilsonav / Pixabay But so... Read More

As regulatory burdens have pared back the appetites of large banks and primary bond dealers in the “off-the-run” US Treasury market, bond liquidity has suffered and transaction costs, most notable... Read More

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q2 hedge fund letters, conference, scoops etc If you think the Fed may only... Read More

A very strong month For David Einhorn's investments ... Besides gold and Resona Holdings, GLRE's top holdings (see below) were all up over 10% in the month. More details below. See Greenlight Q3... Read More

Abenomics is a new phenomenon, only six months old, and is the beginning of a long process aimed at ending Japan’s two decades of deflation and economic stagnation and... Read More

Gov't Data Sharpens Focus on Crude Oil Train Routes by Isaiah Thompson, special to ProPublica, Nov. 25, 2014, 12:24 p.m. The oil boom underway in North Dakota has delivered jobs to... Read More

Anonymous Analytics unveiled a detailed report on Tianhe Chemicals Group Ltd (HKG:1619) several days ago. As first reported on ValueWalk, the short biased research firm called the HK based company... Read More