Carlson Capital Q3 "China is now pushing on a string – with dire consequences"

Richard Maraviglia and Matt Barkoff, portfolio managers at the Carlson Capital Black Diamond Thematic hedge fund, enjoy “thinking about the economy in a different way to consensus.” The “consensus” often being wrong, Maraviglia and Barkoff pick their point to challenge mainstream economic thought strategically. Also see Carlson Capital Bullish After 08/09 Crash For Energy Q3 2016 hedge fund letters Q2 2016 hedge fund letters   Carlson Capital – Hope and fear have become one in the same in the modern investment world The economy is just fine – not great, but doing reasonably well – say the portfolio managers who…