Real rates

Corporate Management teams are LBO’ing themselves with cheap debt (

Corporate Management teams are LBO’ing themselves with cheap debt (Thx Fed) to reduce share counts and increase stock values (time shift) now to enrich themselves at the expense of employees and future investors stuck with all the debt.( @MI_investments)

Q3 2019 hedge fund letters, conferences and more

Real rates

Why low interest rates do not encourage Investment but promote consumption (Gavekal Research)

Real rates

What do Dijbouti, Niger, Republic of Congo , Kyrgyzstan, Laos, Cambodia, Maldives have in common? They all owe China debts worth more than 25 % of GDP.

Real rates

Real rates are now negative across the developed world. Government wants you to borrow, spend and consume.Smart people are running into assets which have positive yield.This is why there is relentless bid in different asset classes irrespective of fundamentals

Real rates

Article by Ritesh Jain, World Out Of Whack


X
Saved Articles
X
TextTExtLInkTextTExtLInk

The Life and Career of Charlie Munger

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:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Are you an intelligent investor?

ValueWalkPremium is a website and newsletter for smart investors like yourself. We focus on the latest hedge fund 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 for only a few dollars a day and get a 3 day no obligation trial with a targeted 20% discount coupon code.

Cancel anytime during trial and you are never charged.

Limited time offer: For first 50 subscribers

0