There is a $5 trillion issue on emerging market debt, a Goldman Sachs report notes, as it points to a currency mismatch, but don’t worry… yet. Goldman Sachs chart shows... Read More

Deltec International Group letter for the first quarter of 2018, titled, "Paradise Lost." Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save... Read More

Does a recent MSGN short represent a top in cable content pricing power? The proposed AT&T / Time Warner merger, which in part centers on the continued high value of... Read More

LONDON — July 9, 2015 — A record level of US$40 billion in net new assets (NNA) was gathered by ETFs and ETPs listed in Europe in the first... Read More

Pay attention to the last sentence….the EU is currently hurting itself with restrictive policies that are reducing supply.  The US is rapidly heading in this direction currently. Q3 2021 hedge... Read More

Odd moons are aligning as “For the first time since 1987, we have seen an interest rate hike in the US coincide with negative S&P 500 earnings growth,” a... Read More

SkyBridge Alternatives Conference (SALT): Activism Panel: Scott Ferguson, Cliff Robbins, Jeff Smith Also see Jim Chanos: Oil E&P Model in North America Isn’t Economic; Looking at Aramco; Cheniere Is ‘Dramatically Overvalued’;... Read More

A Portrait Of The Individual Investor: Survey Evidence From 17 Different Provinces In China Some fun facts in here - not as bad as media portrayal but still yeesh ie... Read More

Robert Brooke of GLG Japan CoreAlpha (A wholly owned subsidiarity of Man Group Plc (LON:EMG) (PINK:MNGPY) (PINK:MNGPF)) recently wrote on the state of Japan and the West in 2011 and a preview into... Read More

And the Winner is… Get The Full Series in PDF Get the entire 10-part series on Charlie Munger in PDF. Save it to your desktop, read it on your tablet, or... Read More