Jim Grant “You can either have cheap stocks or you can have good news, but you can’t have both,”

– James Grant, Publisher of Grant’s Interest Rate Observer, Douglas Borthwick, managing director and head of currency trading for Faros Trading LLC, and Michael Harkins, president of Levy Harkins & Co., talk about the U.S. and global economies, central banks’ monetary policy and currency markets. They speak with Pimm Fox on Bloomberg Television’s “Taking Stock.” (Source: Bloomberg)

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More