16Mar
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09Nov
Capital Economics Says Gold Is Going To Fall
As the US Federal Reserve prepares for a transition on multiple levels – withdrawing addictive quantitative stimulus while engaging in wide-ranging personal shifts at the top – trends are... read more
05Mar
Foundry Value Fund 4Q15 Letter To Partners
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20Apr
Polaris Global Value Fund Q1 2015 Letter To Investors
Polaris Global Value Fund letter to investors for the first quarter ended March 31, 2015. Dear Fellow Shareholder, The Polaris Global Value Fund (“the Fund”) outperformed the MSCI World Index, net... read more
30Dec
What George Soros and Paul Tudor Jones Have Taught Me
Great ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Leading value investors use The Manual of Ideas in their idea... read more
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FDIC Leverage Ratio Proposal: Which Banks Should Worry?
Yesterday, the Federal Deposit Insurance Corporation (FDIC) published a notice of proposed rulemaking (NPRM) to increase the Supplementary Leverage Ratio (SLR) for Advanced Approaches Banking Organizations to 5% for... read more
17Feb
Hill Bridge: Mangrove Partners' Flawed Strategy for HLSS, OCN
Hill Bridge Advisors discusses the ongoing activist situation in Home Loan Servicing Solutions and Ocwen Financial. Hill Bridge Advisors: Mangrove Partners' Flawed Strategy for HLSS - Summary Hill Bridge Advisors, LLC... read more
22Feb
Why Are Big Banks Getting Bigger?
Why Are Big Banks Getting Bigger? Ricardo T. Fernholz Claremont Colleges - Claremont McKenna College Christoffer Koch Federal Reserve Bank of Dallas February 18, 2016 Abstract: The U.S. banking sector has become substantially more... read more
14Jun
IceCap Global June 2019 Outlook – “Threading the Needle”
IceCap Global outlook for the month of June 2019 , titled, "Threading the Needle." Q1 hedge fund letters, conference, scoops etc For many, the investment world can be a confusing place.... read more
02Jun
Sen Warren "Disappointed" With SEC Chair; Mary Jo White Fires Back
U.S. Senator Elizabeth Warren (D-MA), “disappointed” at the lack of high-level enforcement actions at the Securities and Exchange Commission (SEC), is taking aim at SEC Chair Mary Jo White... read more
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