Moon Capital Likes These Two Turkish Small Caps

Moon Capital, the Huston-based global value fund returned -4.1% net for the second quarter of 2019 as global equity market volatility impacted returns. For the year to the end of the second quarter, the fund returned 3.8% net. Q2 hedge fund letters, conference, scoops etc Ponciano / Pixabay According to the hedge [...]


Unforgettable And Uninvestable

Dear Fellow Investors, One of the all-time classic ballad songs is Nat King Cole’s “Unforgettable.” The song gives us a great picture of what has been going on in the common stock market with meritorious companies which have been thrown in the bargain bin. What makes a company unforgettable? What [...]


What The CFP Board Needs To Do From Here

I’ve held off on commenting about the Wall Street Journal revelations that the CFP Board gave the impression on its website that advisors had a clean record when SEC and FINRA websites showed otherwise. Like most of you, I wasn’t at all surprised that there were unscrupulous CFP advisors– [...]


Geoff Gannon: Investing In Dark Stocks

ValueWalk's Raul Panganiban interviews Geoff Gannon, the portfolio manager at Focused Compounding Capital Management and co-hosts the Focused Compounding Podcast with Andrew Kuhn. In this interview, Geoff discusses finding overlook opportunities, dark stocks, how he determines a good investment, and not overlooking the risk of fraud. Q2 hedge fund letters, [...]


Seth Klarman: Value Investors Need To Be Disciplined

Value investing is simple to understand but challenging to implement. The process can be simplified by developing a strict set of rules and sticking to them religiously, according to Seth Klarman. Q2 hedge fund letters, conference, scoops etc Klarman is considered to be one of the best value investors of the [...]


Even After Rough July, Crypto Hedge Funds Up 71% YTD: Eurekahedge

Index Flash Update (14 August 2019) - Hedge fund managers recorded another positive month following strong 1H performance Q2 hedge fund letters, conference, scoops etc The Eurekahedge Hedge Fund Index was up 0.69%1 in July, supported by the gains in developed market equities and bonds over the month. The MSCI ACWI [...]


Negative Is The New Subprime

What is nothing? What comes to mind when you imagine nothing? The moment we try to imagine what nothing is, we fail, because nothing cannot be envisioned. There is nothing to envision or ponder or even think about. Nothing is no thing. Q2 hedge fund letters, conference, scoops etc Yes, the [...]


8 Highlights Of David Rubenstein On CNBC

David Rubenstein was interviewed on CNBC this morning.  These are the highlights: Q2 hedge fund letters, conference, scoops etc Image source: YouTube Video Screenshot (1) We can have a deal with China within 4 months (by December 15?). (2) We had an inverted yield curve for “10 minutes”.  In 2007 we had an [...]


Bonds Are Frickin’ Expensive

First, a disclaimer. We are not suddenly pro-market timing. We have always either advocated against it, or, at the most, argued for sinning a little (meaning don’t do much of it or only do it at true extremes – and even then don’t do that much of it!). Still, [...]


Currency Wars: Stacking Up The World’s Largest Currencies

Money makes the world go ‘round. But, which currencies and assets make up most of the money supply? To find the answer, it takes a little more than looking at the total amount of currency in the world. The world’s money supply includes currency, cryptocurrency, precious metals, and any [...]


Visualizing Over A Century Of Global Fertility

In just 50 years, world fertility rates have been cut in half. Q2 hedge fund letters, conference, scoops etc This sea change can be attributed to multiple factors, ranging from medical advances to greater gender equity. But generally speaking, as more women gain an education and enter the workforce, they’re delaying [...]


China Needs To Be Punished – The Question Is, How?

FORECASTS & TRENDS E-LETTER by Gary D. Halbert August 13, 2019 Q2 hedge fund letters, conference, scoops etc Free-Photos / Pixabay IN THIS ISSUE: China Needs to be Punished, But Are Tariffs the Answer? China’s Repeated Broken Promises Got Us to This Point Trade Options Other Than Tariffs For Punishing China The US Could [...]


Story Telling With Data: Cole Nussbaumer Knaflic

Power Corrupts. PowerPoint Corrupts Absolutely. - Edward Tufte, Yale Professor Emeritus Q2 hedge fund letters, conference, scoops etc Data visualization sits at the intersection of science and art. Having all the information in the world readily available at our fingertips doesn’t make it easier to communicate. It makes it harder. In [...]

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