SIC 2018

“Invest in things that have never happened before, hedge for regression to the mean and plan for the unimaginable.”  robinsonk26 / Pixabay ― John Burbank, Passport Capital Mauldin Economics SIC 2018 “When the Fed moves in one direction they are ultimately laying the seeds for what we will see in the next cycle.” ― Dr. Lacy Hunt, Hoisington Capital [...]

Read more...

Jeff Gundlach Says We Are At “A Moment Of Truth” And Other SIC Highlights

“Invest in things that have never happened before, hedge for regression to the mean and plan for the unimaginable.”  ― John Burbank, Passport Capital Mauldin Economics SIC 2018 “When the Fed moves in one direction they are ultimately laying the seeds for what we will see in the next cycle.” ― Dr. Lacy Hunt, Hoisington Capital Management Mauldin Economics [...]

Read more...

Buybacks Are A Clear And Present Danger

“The greatest mistake of the individual investor is to think that a market that did well is a good market rather than a more expensive market.” – Ray Dalio  “Volatility is an instrument of truth, and the more you deny the truth, the more the truth will find you through [...]

Read more...

A History Of Early Stage Bear Markets

“Monetary tightening by central banks is like trying to pull a brick across a rough surface with elastic: nothing happens; still nothing happens;  then it leaps up and hits you in the face.” – Ambrose Evans-Pritchard, The Telegraph Q3 hedge fund letters, conference, scoops etc On My Radar is a letter about [...]

Read more...

Pension Fund Red Ink – Check Out Your State

“Stay wary, alert and very, very nimble.” – Art Cashin Managing Director, UBS Financial Services Government Pension Plans Are Headed For D I read Art’s letter almost every day and, boy, do I enjoy his wit, his compassion and his brains.  In the spirit of Christmas, his post this morning was fun. ‘Tis [...]

Read more...

Subscribe to our mailing list

* indicates required

Opt out of occasional 3rd party offers


0