Spreading the truth. Empowering the people.
by Simon Black A few weeks ago, we shared a note about Tesla from the hedge fund Vilas Capital Management. The firm, which is short the shares, said “Tesla is going to crash … Read more
medium.com/the-long-now-foundation/how-warren-buffett-won-his-multi-million-dollar-long-bet-3af05cf4a42d “Over the years, I’ve often been asked for investment advice, and in the process of answering I’ve learned a good deal about human behavior. My regular recommendation has been … Read more
From Bloomberg: Renaissance Technologies, the world’s most profitable hedge fund, said there’s a “significant” risk of a correction in prices and is preparing for possible market turbulence. While accelerating global … Read more
From Justin Spittler, Editor, Casey Daily Dispatch: The U.S. dollar just had its worst year in 14 years. Last year, the U.S. Dollar Index (DXY) fell 10%. This index tracks the … Read more
by Shaun Richards The credit crunch era has brought us all sort of themes but a lasting one was given to us by Brazil’s Finance Minister back in September of … Read more
by SpontaneousDisorder Here are charts of the previous bitcoin manias. The current crypto mania is occurring along side an intense mania for US stocks. The first parabolic peak in bitcoin … Read more
The complete failure of this system is being exposed. The amount of leverage has always, every single time, caused a crisis to expand faster and harder then originally thought. There … Read more
STOCKS SMASH NEW RECORDS… The S&P 500 posted an eight-day winning streak and its sixth straight record close. Financials and information technology led advancers in the index. The move higher … Read more
Cracks Emerge in Corporate Debt Confidence Investors are starting to get worried about the $7.2 trillion U.S. investment-grade bond market. Yes, they are still pouring money into this debt and … Read more
by Simon Black About a month ago I joined the Board of Directors of a publicly-traded company that invests in US real estate. The position brings a lot of insight into … Read more
Long considered the titans of Wall Street, hedge fund managers have long thrived under a simple premise: They are smarter than the average investor and can produce bigger profits. That … Read more
Kevin Bell, most recently head of Credit Risk at Arrowgrass Capital, jumped from a ninth-floor kitchen window at the Apthorp building on West End Avenue near West 79th Street around … Read more
by Umar Farooq Ray Dalio, founder, Bridgewater Associates, explains why the 1930s hold clues to what lies ahead for the economy. Ray Dalio is a macro investor whose fortune was … Read more
by Simon Black There are lots of famous investors and hedge fund managers who are legendary stock-pickers. Warren Buffet is a great example. Others are hard-core quantitative analysts who build complex … Read more