“Davidson” submits:
Q1 hedge fund letters, conference, scoops etc
Market continues to trade 10yr Treasury vs US Inflation expectations .
This is myopic.
The global story is that 10yr Treasuries offer a couple percent above collapsing currencies elsewhere. Since Jan 30, 2018, the Trade Weighted US$ has risen from 85 to 92 today or 8%. Add the yield and you get a very attractive return for those seeking to escape confiscatory governments.
Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his thesis. His blog features his various ideas and commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain’s NY, Kiplingers and other publications. He has also appeared on Fox Business News & Fox News and is a RealMoney.com contributor. His commentary on Starbucks during 2008 was recently quoted by its Founder Howard Schultz in his recent book “Onward”. In 2011 he was asked to present an investment idea at Bill Ackman’s “Harbor Investment Conference”.
Here are my thoughts on why the U.S. is entering the "Goldilocks" period of the economic cycle. #WEF2018 Get The Full Ray Dalio Series in PDF Get the entire 10-part series... read more
FPA Capital Fund commentary for the third quarter ended September 30, 2016. Dear fellow shareholders, For the third quarter of 2016, the FPA Capital Fund appreciated by 10.20% and is now... read more
The retail landscape is in a constant state of flux. Q4 hedge fund letters, conference, scoops etc E-commerce is indisputably disrupting almost every imaginable aspect of retail, creating what has been... read more
The U.S. economy is booming. Republicans think President Trump deserves much of the credit for cutting business and individual tax rates combined with a deregulation agenda. And Democrats believe... read more
As Trade Collapses, A Global Recession Could Be Ahead It would be fair to say that 2016 has been a mixed year for economic data. There are some bright... read more
Fiat Chrysler Automobiles shares dived by over 10% in Milan on Thursday following reports which accused the giant car maker of inflating its U.S. sales figure. Meanwhile, French car maker... read more
Corsair Capital hedge fund firm recently sent out their second quarter letter and in it they include a pitch on SeaWorld Entertainment Inc (NYSE:SEAS) (H/T Market Folly) Corsair Capital's Thesis on SeaWorld Entertainment... read more
“The most radical revolutionary will become a conservative the day after the revolution.” H. Arendt, The New Yorker, September12, 1970 In his inaugural speech, D. Trump promised an era of... read more
BMO Capital Markets analysts David J. Chiaverini and Richard Fellinger look at mutual fund and ETF flows in light of recent data with a focus on BlackRock and T.... read more
Tremors: The Evolution Of A Short High Yield Strategy by The TradeX Group The current high yield (HY) bubble can be thought of as an impending earthquake that is severe... read more
Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:
We have an exclusive targeted & limited time offer for being a sophisticated and loyal reader.
ValueWalkPremium is a website and newsletter on the latest industry news much of which is not in the public domain and obtained via our sources.
We also have 10 years of resources on how to use this information to better your investment process.
Sign up for today and get our exclusive content for 40% off. This is our second biggest discount ever!!
Use coupon code VIP20 or click on the button below
Limited time offer only ENDS 4/30/2020 or after the next 40 subscribers take advantage whichever comes first – please do not share this discount with others
