As we predicted many years ago and as Kyle Bass has just admitted (kudos to him for being honest)
Hedge fund manager Kyle Bass shared his view on Japanese rates on Real Vision TV, and the “Fast Money” traders discuss the way to play Japan.
Observing unusual but insightful cross-asset relationships Q3 2020 hedge fund letters, conferences and more This research note was originally published by the CAIA Association’s AllAboutAlpha blog. Here is the link. SUMMARY Carry across asset classes... Read More
Tom Russo talks @Google Talks Published on Feb 26, 2018 Thomas Russo describes the important ingredients of his tax-efficient, long-term buy-and-hold approach to “global value” equity investments. He touches upon... Read More
As evidenced by survey and economic indicators, growth in exports and domestic demand will slow in Q2 in Germany, believe experts at Capital Economics. Roger Bootle and Jonathan Loynes... Read More
Slides from Hayden Capital from the Corner of Berkshire & Fairfax meetup, titled, "Calculating Incremental ROIC’s." Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading... Read More
While leadership on bond trading desks hasn’t materially changed over the last decade – bulge bracket banks and their large balance sheets still dominate – there are new dynamics... Read More
It is approaching a year and a half since Brexit occurred, and negotiators on both sides of the English Channel find themselves with a deadline lurking and tough issues... Read More
Headline European Inflation is expected to rise – playing into the hand of US central bankers, who indicated today they are wary of a market bubble – and the... Read More
Robert Gordon dismissed concerns that the stock market is in a bubble and further predicted that the unemployment rate will drop to below 3%. Q3 hedge fund letters, conference, scoops... Read More
We have been posting some of the court documents in the Fannie Mae saga. Below is a new one we found in one of the cases between Fairholme and... Read More
The Influence of Board of Directors' Risk Oversight on Risk Management Maturity and Firm Risk-Taking Christopher D. Ittner University of Pennsylvania - Accounting Department Thomas Keusch Erasmus University Rotterdam (EUR) March 12,... Read More
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