Jim Chanos “China Should Be Thanking Greece”

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China should be thanking Greece every day, for keeping the World’s financial gaze away from East Asia.

-James Chanos, Kynikos Associates

H/T to Ritholtz

Alkeon: Big Tech Is Only Just Getting Started

TechnologyThe ACAP Strategic Fund's managers see a "significant scarcity of attractive asset allocation choices globally," but also a strong environment for fundamental stock picking. Q2 2021 hedge fund letters, conferences and more According to a copy of the fund's second-quarter investor update, which ValueWalk has been able to review, its managers currently hold a balanced Read More


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