Visualizing The Future Of Banking Talent

Many organizations say that their greatest asset is their people. In fact, Richard Branson has famously stated that employees come first at Virgin, ranking ahead of customers and shareholders. So, how do businesses effectively manage this talent to drive success? Q1 hedge fund letters, conference, scoops etc This question is top [...]

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Central Banker Inflation Obsession = “Head-Fake”

Headline: Worst Case Scenario For Global Economy = Legacy Inflation Ramp. Q4 hedge fund letters, conference, scoops etc geralt / Pixabay Central Bankers Continually Lament The Lack Of Inflation To Justify Their Massive Liquidity Injections. Just Pour Endless Streams Of Money Into The Financial System…And It’ll Eventually Feed Through To The Real Economy…Creating Legacy [...]

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How And Should You Even Invest In Bonds? [Part 1]

I get this question a lot, so I thought I discuss it in-depth in the next few articles. The post is geared towards investors based in Singapore. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Bond Fundamentals 101 The best way to think about bonds are that they are essentially IOUs. Imagine [...]

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Payless Files For Voluntary Chapter 11 Protection In The U.S. And Intends To File For CCAA Protection In Canada

All North American Payless Stores to Close by the End of May; E-Commerce Operations Have Been Wound Down Q4 hedge fund letters, conference, scoops etc BentleyMall [CC BY-SA 3.0], via Wikimedia CommonsLatin American Stores and International Franchisee Stores Will Remain Open and Continue Business as Usual TOPEKA, Kan.--(BUSINESS WIRE)--Payless ShoeSource (“Payless” or [...]

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The Sand Is Shifting

Throw those projections out. If you want to know where equity markets are headed , then look no further than the chart below which shows the correlation between M1 and MSCI world Index. Central banks probably need to do something to turn around real M1 growth, otherwise MSCI World [...]

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Charles Munger: “If You Won’t Attack A Problem While It’s Solvable And Wait Until It’s Unfixable, You Can Argue That You’re So Damn Foolish That You Deserve The Problem”

While not specifically an investing book, The Art of the Good Life: Clear Thinking for Business and a Better Life, by Rolf Dobelli provides some great lessons for investors. There’s one passage in particular titled – Reality Doesn’t Care About Your Feelings; or, Why Every False Step Improves Your Life – which basically [...]

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Performance Issues Taking A Toll On Hedge Fund Asset Flows

Investors withdrew an estimated $7.88 billion from global hedge funds in June 2018, bringing overall Q2 2018 net flows for the industry to -$5.43 billion, according to the just-released eVestment June and Q2 2018 Hedge Fund Asset Flows Report. Get The Timeless Reading eBook in PDF Get the entire 10-part series [...]

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Monthly Market Risk Update: CHARTS

Market risks come in three flavors: recession risk, economic shock risk, and risks within the market itself. So, what do these risks look like for July? Let’s take a closer look at the numbers.   Q2 hedge fund letters, conference, scoops etc Recession risk Recessions are strongly associated with market drawdowns. Indeed, 8 [...]

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Detailed Notes From Spinoffs Conference – Paul Johnson

Detailed notes of Paul Johnson's presentation from the Spinoffs Conference brought to you by The Edge which took place on June 6th 2018.See part one here. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? DavidZydd / Pixabay [00:29:48] Audience: And then [inaudible 00:29:48] say, liquidity, [...]

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