By Crescat Capital Also see Q3 letters As we showed in our recent quarterly letter, there are numerous parallels in the market today to 1929 and other historic market peaks.... read more

Kopernik Global Investors letter titled, "You Have Just Crossed Over Into...The Twilight Zone." There is a fifth dimension beyond that which is known to man. It is a dimension as... read more

Gold mining stocks have been pummeled this year as the industry, which is still trying to de-leverage, has been caught off-guard by a sliding gold price. Gold prices are falling... read more

There has been much concentration over potential market volatility. The causation of the volatility is varied, from systematic imbalances to election risk to bond market shocks. JPMorgan’s Quantitative and... read more

Virtual reality is becoming more of a reality, as demand is exceeding expectations, a Deutsche Bank report observed. Despite the optimism over the technology’s broader adoption, challenges remain, however,... read more

Local government debt is now so unwieldy in China that some desperate district governments have turned to the private sector for help  to pay their employees. See Kyle Bass: China Could See... read more

China experts Michael Pettis and Eswar Prasad have another round in their debate over the likely future of China’s economy read more

“Analysis suggests a -0.5% real rate would imply a $1,380/oz gold price and a -1.0% real rate $1,546/oz” -- that’s according to RBC’s April 10 Global Gold Outlook note,... read more

Is volatility management a key statistic to pay attention to above absolute returns? When making allocation decisions there is a definite disadvantage to filtering hedge fund performance from the standpoint of... read more

After two years of planning, Target Corporation (NYSE:TGT) launched its CityTarget stores on Wednesday, with its inaugural downtown Chicago store. For Chicago shoppers, after decades of occupancy by the retailer Carson Pirie... read more