Sahm Adrangi, Portfolio Manager, Kerrisdale Capital - GreatInvestors Read More

The US, Europe, and most of the developed world on are the road to Japanification. The rest of us will begin to look like Japan with its astronomical deficits... Read More

SALT Conference - Michael Lewis On Michael Burry, Christian Bale and The Big Short Also see Jim Chanos: Oil E&P Model in North America Isn’t Economic; Looking at Aramco; Cheniere... Read More

My guest this week is my father, Jim O'Shaughnessy. He was a pioneer in quantitative equity research, part of an early group of explorers who combed through data to... Read More

A new Deutsche Bank prime brokerage study suggests some unusual negative catalysts that have been moving markets, while hedge fund asset flows are considered. The report considered both the... Read More

This is part four of a multi-part series on Shelby Cullom Davis, value investor, philanthropist and founder of Davis Selected Advisers. Parts one through three of this series can... Read More

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Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc RitaE / Pixabay You’re a financial adviser, not... Read More

Investors appear to have been quite with today’s BLS employment report.  The seasonally adjusted employment growth figure came in at +203K.  The unemployment rate also came in lower by... Read More

Bond Bull Market dead? Has the bull market in government bonds finally ended? That’s’ the question perma-bear Albert Edwards poses in this week’s copy of his weekly Global Strategy... Read More