After Brexit and Trump, it seems like the worst for the post world War II is no longer unimaginable. It is firmly in the realm of the possible with the upcoming Italian referendum.
The following is a synopsis of what the larger professional institutions and their research departments are expecting for 2020; via Market Cycle Wealth Management.
Q3 2019 hedge fund letters, conferences... read more
AQR Capital's Chief Investment Officer Cliff Asness describes his unique value & momentum quant strategy.
Are Markets Efficient? Baloney, Says Money Man Cliff Asness
Steve Forbes: Cliff, thank you for joining us.... read more
“Our knowledge can only be finite, while our ignorance must necessarily be infinite.” ~ Karl Popper
Q4 hedge fund letters, conference, scoops etc
rawpixel / Pixabay
Something that’s helped me in my... read more
Introducing The Impact Investing Benchmark by Cambridge Associates
Executive Summary
Cambridge Associates and the Global Impact Investing Network have collaborated to launch the Impact Investing Benchmark, the first comprehensive analysis of... read more
Deutsche Bank AG (ETR:DBK) (FRA:DBK) (NYSE:DB) named Fifth Third Bancorp (NASDAQ:FITB) and Morgan Stanley (NYSE:MS) as its top banks among US banks, while loan growth remains sluggish and net-interest... read more
Anchoring Heuristic And The Equity Premium Puzzle
Hammad Siddiqi
University of Queensland
November 1, 2015
Abstract:
We model a scenario in which investors face Knightian uncertainty in relatively newer stocks and use... read more
Full transcript of Sunny Puri, the Portfolio Manager of Anson Funds, from the 2018 Kase Learning Shorting Conference.
Please note this transcript may contain mistakes – this was done by... read more
As I have explained for a while, the U.S.-China conflict is much more extensive than a “trade war.” It is an ideological conflict of comparable powers in a small... read more
A Forbes special from the archives featuring a Warren Buffett and Phil Fisher interview.value
Phil Fisher is probably one of the greatest investors who ever lived. Indeed, even Warren Buffett... read more
Hayden Capital commentary for the third quarter ended October 31, 2017.
Dear Partners and Friends,
Hayden Capital’s portfolio gained +1.0% (net of fees) during the third quarter of 2017. As of... read more
