Ray Dalio: The Culture Principle
Finally! A decent Dalio interview: Ray Dalio, the billionaire founder of the Bridgewater investment firm, has more than a few...
MiB Sebastian Mallaby on Alan Greenspan and Hedge Funds
This week, we speak with Sebastian Mallaby, author of “More Money Than God: Hedge Funds and the Making of a New Elite,” and a...
MiB: Sebastian Mallaby
This week, we speak with Sebastian Mallaby, author of “More Money Than God: Hedge Funds and the Making of a New Elite,”...
Sears’ Death Spiral
click for ginormous graphic Today’s must read is a monster piece from Business Insider (again) headlined Inside Sears’ death...
Dalio Interviewed by Blodget
Bridgewater’s Ray Dalio has been pushing back against the media portrayal of his firm; the latest is a skirmish caused by a recent...
Endowment, Pensions Hedge-Fund Love Affair Is Ending
How did I miss this? (blame the elections) click for ginormous map Source: Bloomberg
Are Endowments At “Peak Private Equity” ?
Harvard’s Lesson in Private Equity The fascination with complex alternative investments is fading. Bloomberg, October 17, 2016....
The Fat Head/Long Tail of Alpha
Science fiction author William Gibson once observed that “The future is already here, it’s just not evenly distributed.” The same...
Hedge Funds, Not Profits
From Nick Colas, Chief Strategist at Convergex, comes insight into the investment/research process: ~~~ “A dime a dozen” means cheap...
Julian Robertson on the Fed, Bubbles and Investing
Julian Robertson, Tiger Management’s chairman and chief executive officer, comments on Fed policy during an interview with...