click for ginormous graphic Today’s must read is a monster piece from Business Insider (again) headlined Inside Sears’ death...
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Bridgewater’s Ray Dalio has been pushing back against the media portrayal of his firm; the latest is a skirmish caused by a recent...
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How did I miss this? (blame the elections) click for ginormous map Source: Bloomberg
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Harvard’s Lesson in Private Equity The fascination with complex alternative investments is fading. Bloomberg, October 17, 2016....
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Science fiction author William Gibson once observed that “The future is already here, it’s just not evenly distributed.” The same...
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From Nick Colas, Chief Strategist at Convergex, comes insight into the investment/research process: ~~~ “A dime a dozen” means cheap...
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Julian Robertson, Tiger Management’s chairman and chief executive officer, comments on Fed policy during an interview with...
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Nice work by WealthManagement looking at the usual misinformation about hedge funds. Its a shame its in (horrific) slide show format....
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By now, almost every finance aficionado knows about the problems in the hedge-fund industry. With almost $3 trillion in assets under...
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Fascinating development: Hedge-Fund Investors Dump Laggards, 84% Redeem in First Half click for ginormous chart Source: Bloomberg
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