Pine River Capital Management's Steve Kuhn announced his retirement today. The hedge fund manager earned a big name in 2012-2013 with major gains from rightly timed bets on mortgage-backed securities. Kuhn has not been at Pine River for a very long time, as he managed funds at Pine River for just eight years. Pine River Capital manages $14 billion after losses of 5% last year (and this year).
Guest: William (Bill) Bernstein. Bill is a financial theorist, a neurologist, and a financial adviser to high net worth individuals. Known for his website on asset allocation and portfolio... Read More
Base salaries of private equity firms almost remained flat between 2012 and 2013, a recent report from Preqin reveals. Similarly the bonus pool size of private equity firms also remained... Read More
Charlie Munger Interview Q&A AFTER Daily Journal Shareholders Meeting Get The Full Series in PDF Get the entire 10-part series on Charlie Munger in PDF. Save it to your desktop, read... Read More
This past week we saw a relatively strong employment report at +257K. The strengthening labor market picture poses the question: How have the big five economic indicators recently performed... Read More
Infrastructure in the United States is in dire need funding and repair. That’s well known, but the scale of the project facing whoever decides to take it on is... Read More
A recent survey of professional investment managers at a Morgan Stanley Financials Conference shows that a strong majority of investors think interest rates will rise in the second half... Read More
Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1 update, here's a... Read More
One of the key arguments against government policies designed to curb climate change or against much environmental policy in general, is their impact on economic growth. It is argued... Read More
Buybacks & Dividends - A Trillion Dollar Offer by Aranca Investment Research Among the sectors, Information Technology with Apple continued to lead in Q1 15. Since 1995, the S&P 500 buyback... Read More
The ECB’s “insufficient stimulation” for the past years has led to “economies in the region mired in an ugly deleveraging,” a recent Bridgewater Associates second quarter investor letter said. ... Read More
