Bill Gross of Janus Capital spoke with Bloomberg Television's Erik Schatzker and Guy Johnson about Greece's debt. On whether he is surprised by the calm reaction of the markets, Gross... Read More

We remain in a high risk, low potential reward environment. Last week’s jobs numbers disappointed Bank of America Merrill Lynch’s Global High Yield Strategy team. While wages were up, market valuations... Read More

Focus Investing Series Part 3: The Munger Network of Mental Models Written by: Richard M. Rockwood Introduction “You’ve got to have models in your head and you’ve got to array your experience –... Read More

Bronte Capital Amalthea Fund Investors' Letter for November 2015 The returns for this month were uneventful (down 1.3%), about 1% better than global markets when measured in Australian dollars. We don’t... Read More

Time to Rethink China's Equity Markets by Stuart Rae, AllianceBernstein Plans for a new Shanghai-Hong Kong trading system are among three developments that we expect will give a boost to... Read More

SPX Capital letter to investors for the month ended October 31, 2016. From Portuguese using  Google translation. Also see Q3 2016 hedge fund letters Mexico Entangled In US Election As Banxico Follows... Read More

Leading up to the Brexit vote, there was an identifiable bifurcation in the UK economy, a Deutsche Bank report noted. In the vote's wake, the British pound will suffer as... Read More

Will Brexit populism induce political leaders to use fiscal stimulus? With the US dollar and “safe haven” currencies retracing this morning, is a “fear bottom” in on the markets? Much... Read More

Dear Valued Shareholder, At the end of last year, investors were treating Asia as simply another emerging region at the mercy of the twists and turns of U.S. economic performance... Read More

New Evidence on Mutual Fund Performance: A Comparison of Alternative Bootstrap Methods David P. Blake City University London - Cass Business School - The Pensions Institute Tristan Caulfield University College London Christos... Read More