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.
Found this gem 2003 where Seth Klarman talks about the value of holding cash. Some will see similarities to today (although valuations now are much higher than in 2003, most... read more
VC Activity, Valuations & Trends - 2015 Annual Report by PitchBook VC Activity, Valuations & Trends - The Conversation Has Changed Introduction Since so much has changed in the venture industry since... read more
In a research note published over the weekend, JP Morgan analyst Nikolaos Panigirtzoglou issued a dire warning about the state of equity markets. According to Panigirtzoglou, equity volatility has... read more
One of the top value funds we know of, had another great year. Khrom Capital’s letter to limited partners (run by, Eric Khrom, who made it to the Forbes 30... read more
Carl Icahn phoned into Bloomberg Television’s “Street Smart with Trish Regan and Adam Johnson” and said: “We are going to be coming up with a higher bid tomorrow morning.... read more
80% Of Private Equity Investors See Their Co-Investments Outperform Commingled Funds by Preqin 46% of investors report that their co-investments outperform their private equity fund commitments by more than 5%,... read more
Interview With Jacob Ma-Weaver Of Cable Car Capital On Healthcare Stocks by Fred Rockwell, The Bulldog Investor Get The Full Seth Klarman Series in PDF Get the entire 10-part series on... read more
Climate Scientist Dr. James Hansen, Nebraska Advocates Host Telepresser to Discuss Berkshire Hathaway "Climate Risk" Shareholder Resolution Telepresser scheduled for 2:30 p.m. CT on Thursday, before Hansen speaks at Creighton... read more
East Coast Asset Management Clients and Interested Parties Second Quarter 2013 Update – Yielding to the Still Point In our second quarter letter you will find an update on our portfolio... read more
“The experience of the Great Recession and its aftermath revealed that a lower bound on interest rates can be a serious obstacle for fighting recessions. However, the zero lower... read more
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