As part of Merk's in-house research we regularly evaluate a consistent set of charts covering the economy, equities, fixed income, commodities and currencies. The aim is to keep our... read more

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Photoboy720 / Pixabay Wirehouse advisors seeking independence may... read more

FPA Crescent Fund slide presentation of strategy and portfolio companies. H/T Dataroma Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Differentiated performance across multiple... read more

The following is an excerpt from our Macro Intelligence Report (MIR). If you’d like to learn more about the MIR, click here. On November 18, 1956, during a reception at... read more

Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across countries I found an interesting... read more

Tech trends of the future have people anxious about many things, but nothing that seems to be so frightening as people watching robots and machines perform human-like activities and... read more

Warren Buffett has said that even today, he could earn 50% or more a year if he had less money. As strange as it may seem, having more than $80... read more

Behind every great idea is an even greater backstory. As an admirer of the craft of entrepreneurship, it has become a hobby of mine to learn as much as... read more

The sheer magnitude of how much money there is in the world can be quite staggering—and hard to understand. What if you could visualize every market in the world... read more

I was interviewed in this Smith Brain Trust (University of Maryland) article on the 2019 outlook for the economy and stocks. Q3 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay These... read more