In his 2001 Shareholder Letter, Michael Burry provided a great passage on risk management, and why it doesn’t need to be complicated. Here’s an excerpt from the letter: Q1 2021... Read More
During his recent interview on The Acquirers Podcast with Tobias, David Barr, President & CEO of Pender Capital Management discussed Finding Scalable Businesses Early. Here’s an excerpt from the interview: Q2... Read More
A lot has been written already about the Euro Finals two days ago with England losing (again) the final penalty shoot out. To be honest, I was supporting Italy... Read More
The Q2 numbers are in – and there’s just no stopping commodities, it seems, as they put in another three months of gains to lead all assets YTD as... Read More
Any economic historian of the 20th century will understand the terrible impact inflation can have on an economy. Where it’s too high, it will destabilize consumer confidence, reducing spending... Read More
In March, Odey Asset Management rebranded most of its investment funds under its newly created Brook Asset Management subsidiary. The firm announced the rebrand in November. Odey AM revealed that... Read More
The question I frequently get lately is “inflation is here, what should I invest in?” Given record levels of monetary policy stimulus, central bank plans to let inflation run... Read More
In April 2020, Peter R. Orszag, the CEO of Financial Advisory at Lazard, made a prediction in a Bloomberg article. Q1 2021 hedge fund letters, conferences and more “The Covid-19 pandemic... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Don’t Capitalize Gains In Your Head. Here’s an excerpt from the episode: Q2 2021... Read More
PivotalPath has released their monthly report, the Pivotal Point Of View, which measures performance among more than 2,000 institutionally-relevant hedge funds, as well as 40+ different hedge fund strategies... Read More
ETFGI reports assets are a record US$9.35 trillion and net inflows a record US$660.73 billion for the global ETFs industry at end of first half 2021 Q2 2021 hedge fund... Read More
Warren Buffett likes to say he has never borrowed, nor ever will borrow, a lot of money. Q2 2021 hedge fund letters, conferences and more For example, in 1991, Buffett was... Read More
ValueWalk's Raul Panganiban interviews John Hagel, Trusted Advisor, Global Speaker, Futurist and Author, and discuss his book, "The Journey Beyond Fear." Q2 2021 hedge fund letters, conferences and more The following... Read More
ValueWalk's Raul Panganiban interviews Dr. Josef Schuster, founder of IPOX Schuster and Chief Architect of the IPOX Indexes, and discusses his approach to investing and how he approaches IPOs. Q2... Read More
A recent CNBC article highlights a common economic fallacy surrounding the concept of inflation. The author claims that inflation can be beneficial because, “as inflation takes hold, wages may... Read More
New guidance from the Centers for Disease Control and Prevention guidance says the 43% of Americans who are fully vaccinated can safely stop masking most of the time. Q1 2021... Read More
Good morning! Q1 2021 hedge fund letters, conferences and more In this week’s Dirty Dozen [CHART PACK] we look at the largest drawdown on cash since June 18’, the easiest financial... Read More
Editor’s Note: This is a follow-up article to “The Conservative Case for Cryptocurrency.” Q1 2021 hedge fund letters, conferences and more There are two basic types of progressives. One type’s primary... Read More
Roubaix Fund Composite commentary for the month ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more The Roubaix Fund Composite is a fundamental long/short equity strategy focused on... Read More
On Monday, dozens of student government executives wrote a letter urging the Department of Labor to block a merger between two giants of the textbook industry. In May, McGraw-Hill... Read More
1Q21 GDP recovery in North Asia, except for Japan Q1 2021 hedge fund letters, conferences and more North Asia showed less of a fall in 2Q20 GDP (the height of the... Read More
It is said that every investor can trace the majority of the gains they achieve throughout their life to just a few key investments. Warren Buffett may be best... Read More
