This week we're looking at EM vs DM relative performance. Emerging market equities have come under pressure recently as a stronger US dollar, Fed tightening, and political risk have come into focus…. Read More…
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Michael Mauboussin is the author of The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing (Harvard Business Review Press, 2012), Think Twice: Harnessing the Power of... Read More
Coho Capital Management year-end letter to partners.
Also see Coho Capital Up 53% In 2013, With Gains In GM, HIG Warrants
January 30, 2015
Please find attached your year-end statement for 2014.... Read More
Greater regulation of banks coupled with excessive liquidity supplied from monetary policy has triggered an unsustainable surge in non-bank lending as lenders ease underwriting standards to enhance market share,... Read More
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Will The Small Value Rally Continue? Here’s an excerpt from the episode:
Q1 2021 hedge fund... Read More
The Big Long - Masking A Deep And Prolonged Bear Market by Kopernik Global Investors
David B. Iben's new thought-piece, The Big Long draws some interesting parallels between events unfolding today... Read More
MS: Brexit Could Spark Global Recession
Financial markets around the world seem to be recovering from the initial Brexit shock yet the underlying political discontent that helped vote leave... Read More